It's also worth noting that Apple truly has the
whole stack under their roof, including the team that maintains their C compiler and optimises LLVM's ARM machine code output. Intel has their own C compiler too, but one wonders to what extent they can profile real commercial software compiled using it, and feed that profiling knowledge back to the silicon designers in a useful way. The existence of AVX-512 makes me doubtful of that.
Let's enumerate what Apple has access to in more detail:
- third-party apps (in bytecode form)
- first-party apps
- the kernel
- a vast array of performance-critical libraries
- c/swift compilers
- machine code optimizers
- silicon design
- product stakeholders
The difference is that with Apple, the interaction between the various layers in the stack would be much lower friction than between Intel, AMD and Microsoft. The Apple Silicon team are truly single-customer. Equally as importantly, the Apple Product teams are truly single-buyer (eventually) and unlike Microsoft which has to split loyalties between Intel, AMD, ARM, and three dozen OEMs with their own motherboard designs tying all these bits together.
And unlike Intel or Microsoft, everyone at every layer of Apple knows that their success will ultimately be judged on the same, singular metric: the quality/performance of the Apple product being released in September, and then the Apple product being released next March. That kind of unified focus is almost unheard of in the commodity PC space.