That assumes people are willing to buy AAA games on macOS/iOS/etc.
It is cheaper and more convenient to just buy the game with the current hardware they have or accelerate upgrading from what they currently use.
What killed digital cameras is that buying them required the user to "pull" for an upgrade rather than carrier "pushing" it to them. Functionality it is limited to just being a "digital camera". Another challenge would be having to pay in full up front rather than over a 24/36/48 month carrier contract.
For consumers who are flexible whether to go gaming PC/console vs smartphone this may be a key concern.
As a value proposition for a billion or 2 users any smartphone is a better buy than a gaming PC or console.
I'd never imagine Apple much less Android eating into over 80% of those two markets by year 5 but I expect it to get at least 20%.
Resident Evil Village isn't even a universal purchase (the article points out that you need to purchase the iPad/iOS version even if you already have the macOS version).
It is a triple-A title that costs different as well. It must cost more to develop than say Candy Crush.
Apple still has a long long way to go for AAA gaming. They might have the hardware but the software support is still lacking.
We are in day 10 of any Apple device with ray tracing. Let us have this conversation again by year 5.
I'm glad they're getting somewhere but unless someone only owns Apple devices, it makes more sense to just buy games on Steams or similar stores if you're on PC, or whatever console you own instead.
Steam is one of the most popular gaming platforms in the world, with
over 120 million monthly active users and 337 million registered users.
There are
more than 1.46 billion active iPhone users worldwide as of 2023 using $429-1599 iPhones.
Today, there are
around 3.6 billion expected active Android smartphone users spread across 190 countries worldwide. Globally, Android takes 70.94% of the mobile operating system market share for all price points from as little as $42.90 to beyond $1599.
Having triple-A titles on the iPhone lowers the barrier to entry for triple-A gaming as no one needs to buy a PC or console. They just pay for the game for pre-existing hardware or hardware they are scheduled to buy within 3 years.
Buying those same games on any of the Apple platforms feels like you're compromising somewhere (multiplayer support or cross play support, long term software support etc.). I can still play games on a Windows computer that I bought when I was a teen.
Whereas I'm pretty sure some apps on iOS haven't been updated in ages (e.g. a childhood favorite: Tiny Wings) or have been replaced by new version that require an entirely new purchase or subscription (e.g. the paid version of Doodle Jump I owned is no longer supported on the latest iOS releases and I have to pay up again for the newer versions of the app--again)
Those are very valid points but about a billion other people do not have the hardware in place like you do.
Users with your profile are least likely to game on any Apple device but billions of others are more likely to do so on their iPhone or Android.
Apple & Google are not after users who would snub the iPhone & Android as a triple-A machine. They're both after the user profile who bought into the Nintendo Wii that are least likely to buy a PlayStation or Xbox. IIRC gaming PC, Xbox & Playstation users mocked how weak the 480p graphics were. But Nintendo made a good margin for every Wii sold + games. Business model for Xbox & Playstation is that their hardware is sold at a loss in the hopes that the gamer will buy more than 1 game during the 1st year of ownership.
At the of the day what Tim Cook & Sundar Pichai is market share and revenue. No iPhone or Android phone I know is sold at a loss in hopes for App Store or Play Store purchases. Very Nintendo business model that actually makes money in spite of not being ranked #1 in market share.
As market share and units sold erodes over time both Google and Apple will finally address the concerns of the last hold outs after 5 years.