Given that they are currently on macOS, and consider the Mac market to be important for them. Again, unlike Windows, Apple has made it clear that all their machines will be ARM, so if they want to stay, they will need to be on ARM. Again, for companies that are on Apple’s tool chains and use Metal, porting will be very easy.
Yeah, but will they continue to support Mac? My understanding (given I'm not a software dev) has been that it has been fairly easy to make Mac ports on x86 w/ OpenGL/CL, as most of these companies are Windows-centric. Will that still be the case once Apple moves to ARM/Metal?
I think you might be right here. They have a potentially large advantage that they do not have to pay anyone’s profit on their silicon, so they can build a competitive console at a lower cost, especially if they make 30% on games delivered to it.
I think we'd mainly see it on the low end, where Apple might use the savings to introduce low-end machines priced more like AppleTV/iPhone, and at the high end where Apple pays huge premiums to Intel (ie. Xeons). The question is whether they'll actually take advantage of that vs just having a higher profit margin.