this post was submitted on 12 Nov 2023
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True but they also had a rather nice advantage up until basically today.
Qualcomm announced their Elite and Microsoft needs to get their shit right if they want to start transitioning some of their customers towards an architecture different than AMD64, at least on the laptop category.
Apple could just relax a little their schedule if they believe the competitors won't fill the gap. After all, being faster than yourself doesn't give you more money. You can keep milking the existing market up until your competitors start to get a little closer.
Well, if you blow away the competition such that it migrates more people to your platform and that migration increases people purchasing your add-ones and services, it could make a lot more money.