They actually care that it runs their software, and aren’t going to take a chance on a new architecture where that’s an open question. Unlike developers and early adopters. There’s a reason they are called “early adopters.” They adopt first. And they are willing to pay more.
In any case, my statement isn’t a guess. Nor is it a prediction. It’s simply stating a fact.
And that’s my point - for the typical 12” user it WILL run their software. They don’t buy a 12” to run Premier or Photoshop. And even if they do, Apple won’t release ARM Macs before they have a solution that runs Intel apps on them pretty seamlessly just like with the Intel switch.
You stated that the first ARM Mac will be a 16” because early adopter type people are more likely to be using those. But for this kind of switch and the vast majority of Apple users, “early adopter” isn’t a thing. The customer in the store doesn’t know or care what ARM v Intel means. Theycare, as you say, that it will run their software. And it will.
For something like the OS X switch - that was a significant change in user experience. That’s where “early adopters” is a thing. But think back to the first Intel iMac. It looked, felt, and functioned EXACTLY the same as the G5 one except that it ran the OS and native Intel apps 2-3x as fast and the emulated PPC apps about the same or marginally slower. The only thing it didn’t do if I recall correctly was run OS 9 apps since they didn’t bring Rosetta to Intel, but by then OS 9 (and OS 9 apps) were pushing 6 years old.
This will be similar. I’ll wager that the ARM Macs won’t run 32-bit apps. But today’s Intel Macs won’t do that in Catalina anyway, and perhaps that’s exactly what Apple was waiting for. For native performance gains Intel apps will have to be recompiled, but Apple won’t release ARM Macs without them being capable of running today’s Intel apps as well, one way or another, even if with a small performance hit.
What percentage MacBook Air customers are asking the sales people in the stores about 32-bit apps? Less than 5% of them. And it’ll be the same with ARM v Intel when it comes. The rest of them don’t have the faintest clue what either means Nor do they care except that for the ones who are migrating from an older machine will simply be told that some older apps they’re running might need to be updated or replaced for their new machine - as with ANY new Mac purchase.
All of this - plus the fact that the greatest benefits of ARM at this point are in the lower end devices - is why the 12” will come first, not the 16”.
At least that’s my opinion. This certainly isn’t “you’re absolutely wrong and an idiot for thinking that way” or whatever, by any stretch. It’s not lost on me that the first Intel
laptop was the 15” Pro not the 13” nor the MacBook (from the iBook). So who knows.