Looks like Apple is on the verge of ballsing up gaming...again...
It's clear Apple Arcade is not going so well. I'm guessing it's because the gaming crowd, whilst they might be interested in the smaller, indie titles also want the AAA blockbusters like Fifa, CoD, GTA and the like. Unless Apple pay out the big bucks these games aren't going to come to Apple Arcade (and I can't imagine many people wanting to install a 60 GB game on their phone or Apple TV.
What's interesting is that people are interested in $15/month for GamePass which has a mixture of indie games and big titles. Such a deal still wouldn't work for Apple devices given the lack of local storage and thus, these game streaming services offer the ideal way to engage gamers. Suddenly a $180 Apple TV looks a lot more interesting - Apps from all the video/music servers, full HDR/Atmos support, access to GeForce Now, xCloud and perhaps Steam, all from one box. And you can use a Dualshock or MS controller, not some weird proprietary gamepad. They would surely sell a lot more Apple TVs. However, this would probably kill Apple Arcade.
You never know, perhaps Apple could be developing it's own game streaming service. Or might buy Nintendo. Or are going to balls up this opportunity.