Similar to the iPhone 'winning' capacitive touch (or the iPod winning with Toshiba's mini HDD's), Apple plans to 'win' on SOTA hand tracking, camera-based full-color passthrough, face tracking, etc.
These are all things that Meta (and the rest) have talked about, but have not yet executed on.
It's not surprising (given this strategy) that the first runs are at low yield, the $3tn question will be can Tim Cook fix the problem fast enough (he was largely chosen as CEO because of this exact skill).
My guess is that this follows a 1/2 scale iPad trajectory - People like it, the early days are choppy but no one denigrates the product's quality, the product defines the category (and potentially becomes the category like iPad did), then over time the category becomes a utility product (e.g., iPad cash registers driving a lot of sales) rather than a 'new' iPhone.