An iPad-like games machine will need better than a 7.5w Qi charger though. If they were using USB-C they could expect 30w wired chargers to work for a faster charge.Yep. I'd bet a custom processor is for a new AppleTV Pro/Arcade. I certainly believe that Apple will leverage their mobile gaming experience to sell a broader gaming initiative, building upon Apple Arcade. Seems possible that they could develop a separate dock/controller for iPhones and iPads, although I have a hard time picturing it. It'd be a challenge to design a controller that adapts to different screen sizes. I'd expect some sort of wireless or magnetic connection if iPhones are truly going port-less.
Why would Apple want a physical docking/controller? If they are really developing a controller for a gaming AppleTV, I guess a docked controller would bring feature and experience parity to the mobile gaming experience. I just don't see them developing a one-trick-pony Switch-like device. I'd assume they'd want games playable across their ecosystem, where they might have a competitive advantage.
I also take issue with the "Apple doesn't get gaming crowd". They clearly have bigger plans for Apple Arcade. I think Apple has simply not been interested in build big, hot, noisy, and expensive gaming rigs and consoles; and certainly not at a loss. Historically those machines are what has driven AAA gaming. My bet is that this all changes with Apple Silicon and, to some extent, their AR/VR ambitions. The high-end gaming market will continue to grow and I can't see Apple leaving that money on the table and such a glaring whole in their ecosystem.
No need for a specific fork of iOS - regular iOS would do just fine unless Apple are doing something to address the games market specifically (if a deal were coming in the Epic trial) were coming for example - a limited music, movies and gaming only iOS variant perhaps.
All this talk of a custom games Cpu sound very much like a red herring anyway because as I said before they could take a binned M1, chop off 2 performance cores and put that into a lower cost iPad. It could even just end up being an A14 from a current generation iPhone for simplicity.
I just can't see Apple doing something customised specifically for gaming (like an A14z, extra graphics cores, fewer performance cores) unless they can get a decent supply of binned M1 series CPUs with deactivated performance cores.
How about Apple just shrink a current iPad Air 4 (A14 cpu, USB-C connector) into a smaller case with 8.9" screen? Price wise that would make for a really compelling iPad mini 6 in my opinion. Could Pro-motion comes into it for games reasons?
And what do they do with the forgotten iPod touch? They could drop an A12 SoC into it since that CPU lives on in the current iPad and AppleTV or maybe just do a non cellular iPhone SE 2020.