I guess it depends on how things turn out. I think the gaming industry will follow a trend similar to TV Shows, where now it's all about the subscription wars and which company can land deals with content creators. Gaming could be going through a similar transition, where the software developers contract out their work to Apple, Google, Samsung, whoever else decides to start an Arcade-like subscription service.
At the end of the day, PS4/Xbox is a platform for games. People buy the PS4/Xbox hardware to access that platform of games, cause there's not much value in the platform itself but the games. Apple is probably realizing that, they can make their platform more attractive by luring gamers into the platform.