As you’ve said, the money is in the games. And what people are asking of Apple is to become a studio. As Sony, nintendo, MS and even sega/snk back in the day were all studios essentially with a console business tagged on to them to sell the games their studios published.
The problem I see now is that AAA games are similar to movies in terms of budget and staff and there is no guarantee of success. Plus unlike movies you don’t really know when they will be ready.
The other problem it being hit and miss is that the big dogs (Sony, MS) control the best studios so it would take even more money for Apple to buy into this market and make a dent. At least in the movie business the cinema industry has collapsed allowing apple to pick up movies for a bit cheaper. Nothing like that is happening in games.
So all in all, I don’t see Apple bothering. The hardware is there. If devs / studio want to make games for it they can. There is nothing stopping them. I just don’t see it as an Apple problem anymore. And I don’t think there is that much more money in AAA games than there is on mobile / non AAA games. I imagine the revenue from COD etc on iOS must be ridiculous right now.
Overall, I don’t think it would be profitable or even necessary for Apple to dive into AAA game development. Most players will still prefer iconic titles from long-established studios, no matter how polished an Apple-produced game might be. And considering today’s gaming trends, Apple would also need to think carefully about how to implement in-game transactions in a user-friendly way, similar to what’s done successfully in COD Mobile. Personally, I really appreciate how smoothly these systems are integrated in online casino games. Since I often play that type of game, I’ve come to value how effortless and secure the payment process can be. A great example of this can be seen in
this overview of RBC Online Gambling in Canada. The review gives a clear picture of how well-designed payment options enhance the overall user experience. It’s not just about making deposits - it’s about creating a fluid, enjoyable journey for the player. If Apple ever chose to enter the AAA gaming space, drawing inspiration from this level of integration and user focus could be a big plus.