If Apple do manage to build a glasses free 3D display then the next stage would be to build a holographic display. . . this would have a highly disruptive effect on the makers of televisions – you simply project any size of hologram onto a wall or even mid air – and run whatever form of entertainment you want on it. . . why would you need a TV?
Furthermore production companies could licence Apple tech so they could build 3D interactive content. . . all of a sudden Apple starts to play in the content production business in a highly disruptive way.