So new Zoe figures out today. Cases are down to 31,676 from 32,920 yesterday. Definitely on track to be seeing an R value of around 0.9 by this coming Monday.
I think it looks now likely that with current behaviours, the R value for the vaccinated group is below 1 and that the vaxed group therefore has lower transmission.
One interesting aspect of the Zoe survey is that their case estimates are now diverging from the daily PCR cases - it seems there is also a demographic effect e.g. unvaccinated people are probably less likely to be bothered about logging their symptoms on the Zoe app. So I think the PCR data we are seeing is still likely showing an increasing proportion of unvaccinated cases, which accounts for the discrepancy with the zoe survey.
However, the Zoe survey shows what happens once we get through that list of susceptible, unvaccinated people.