I think Line 6 have a huge advantage with experience of bringing products to launch, have learned a ton of lessons on what works and what doesn’t, and most of all, they have a full line of products using Helix tech that gets into the hands of a WIDE section of the market.
Bands can have a Helix rack, Helix pedal, HX stomp, HX Native in the studio, delays on the pedal board, pod go backstage and god knows whatever else. They also have a long standing brand reputation, comparable sales channels to Fender.
As much as I love Fractal, they aren’t going for the market like that - they’re more like a boutique company appealing to a niche of the market. I’d love to see them licence their tech if Cliff ever decides to retire.
NDSP kind of forged a new market of plugins, and have tried to supplement their success there with a HW modeller. I suspect they’ll struggle to match Line 6’s dominance although it seems like they’d like to attempt it. Fender TMP seems a bit more like that, albeit without the plugin users.