I agree. I think Apple is planning to ease off their dependence on Intel until they are completely free, but not by switching Macs to ARM. That would all at once put too much of their fate in the hands of developers.
I'd want to point out that Apple has kind of already given themselves a way around this.
Both the Mac and iOS app stores allow developers to submit intermediary binaries instead of compiled binaries. WatchOS requires intermediary binaries.
Apple can actually recompile an intermediary binary to any CPU platform they'd like. So Apple can actually likely recompile a lot of the apps on the Mac app store- today-
themselves- with no developer reliance, today.
Instead--and I think others have theorized this before--I believe they plan to do this by expanding the functionality of iOS and the iOS app ecosystem to overtake that of MacOS. (They may even make an iOS desktop machine one day...weird...)
This is also theoretically possible.
An ARM Mac could also technically run iOS applications in an overlay, Windows 10 style. I'd honestly prefer this to an iOS desktop, but I could see an iOS desktop if the system improves. I do like using full screen mode on my Mac a lot.
That's an unfair statement, on the grounds of the fact that the problems with bringing some newer games to macOS is due to lack of support for features that are available in DX/Vulkan but not Metal coupled with Apple's neglect of OpenGL, not due to the abundance of integrated GPUs.
The problems for game developers are rooted in software, not hardware.
I think both are a major factor.
The reality is that 80-90% of Mac users are running on integrated graphics, and even the ones that don't use integrated graphics are on 2-year-old GPUs.
The majority of Mac users would not even be able to run Overwatch if they ported it, even
if Apple had good software support. Apple's software support is a technical hurdle, and Apple's hardware support is a huge market limitation. Given both, I have a hard time blaming Blizzard, even if it makes me sad.
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No doubt in my mind where Apple is going with this.
Which one: ARM Macs, or iOS desktops?