I feel like Google needs it most. They killed Daydream and don't have an alternative and Apple is moving towards a wearable AR device.

Edit: I'm ready for Apple to pull a rabbit out of a hat again in a year with an AR wearable- I think the iPhone SE was strategic because AR glasses and an expensive phone and a watch is a tough sell. Cheap but powerful phone in pocket and a wearable makes more sense to me.