100%; the business model side is the major advantage Apple has here. Part of that advantage is the sheer size of the market compared to desktop/servers. They

100%; the business model side is the major advantage Apple has here. Part of that advantage is the sheer size of the market compared to desktop/servers. They will sell 10s of times more CPUs for iPhones/Macs than anyone will sell for servers/desktops. I am less optimistic that anyone else can compete, since no one else seems to be able to straddle both markets and use scale across both.