iOS-ification of macOS in particular is incredibly overblown, power users have been playing up a few security design changes and modernized APIs (e.g. kext > system extensions) as if they're huge negatives that will "ruin" macOS. I just don't think those issues matter.
If the Mac itself improving was part of the Q2 results, you wouldn't have seen the similar levels of iPad revenue spike. There has been no significant change to the iPad lineup that would convince someone to buy or not buy in the last couple of years.
That's why I think this is 100% Covid or whatever you call this current spike in demand.