What companies might get a boost from the release of new VR/AR/MR hardware?

I'm almost reluctant to raise the question because there seems to be a bandwagon of anti-metaverse raging for a while now. Regardless of what people want or believe about Metaverse and the silly hype around it, AR/VR/MR hardware is just a natural progression of rendering technology, like advances in televisions, tablet and phone screens, and computer monitors. A major difference though is in how content for these next gen devices are created.

• Are there companies out there creating new types of cameras to cater to upcoming hardware?
• Are there any particular game engine companies that will see demand for their tools increase?
• Are there any new types of sensor, scanning, or other tech that could compliment content production for new headsets?