You are underestimating the importance of polar or SSO. Equatorial orbit is used for transfer to GEO and interplanetary missions, but SSO is used for earth observation, military reconnaissance, and the oh so popular LEO telecom constellations. All these topics are very important for the space industry currently.

E: Also, SpaceX seems to be phasing out its Rideshare Programme, on which a lot of micro satellites were relying. If they do, there will be a real vacuum in terms of launch and people will really want additional launchers to the occasional Arianespace launch, and some price competition.