Apple has started to sink hundreds of millions into Apple Arcade the past couple years.
Big AAA titles take several years to produce and I doubt Apple will allow half-baked games to launch. That means we won't be seeing those games start to launch until 2023-2024.
Apple is definitely working on a VR headset. They've bought out 4-5 VR companies already. There were rumors of a 2022 launch, but 2023 matches up much better with their game studio launch dates.
That subscription is a HUGE moneymaker (that's how WoW made Blizzard so much money). Most serious gamers play 1-2 games for a couple of years. Traditional studios charge $60 (less for sales) and then release one $20-30 DLC per year. That gives them $120 over two years at the very best (though most players won't bother with DLC). Apple gets $80 per year unconditionally. Moreover, this will get casual gamers in addition to hardcore ones.
Now that Apple runs everything on M1 and even the slowest M1 chips have better GPUs than most Wintel systems, Apple can sell games to everyone. Because everything is using the same architecture (same CPU and same GPU across the board), their devs save a ton of time and money developing and optimizing which means their total time to deliver and cost to deliver is much lower.
I suspect that MS sees this as an extremely serious threat. They need to do everything they can to leverage xbox pass and compete.
No matter how much money you throw at the current Apple Arcade, most people will play the game on a 5" touch screen. If you want to target living room gamers with a gamepad, the same game has to work on an Apple TV that struggles to render 3D scenes at 4K (probably until an M2 version comes out?). I think it's just going to be a baseline of games for people/families who have Apple One, like how Solitaire and Minesweeper came with Windows.
If Apple goes all-in on VR, the whole VR market will benefit from greater public acceptance. But at the very best I predict it'll be like the Nintendo Wii: a few games that are extremely popular, and then it gets old.
Which is a shame because I agree that Apple is in a great position to enter the gaming market. Imagine what Nintendo could do with powerful hardware in so many hands! But by the same logic, Apple should have crushed Spotify long ago, given its mile-wide lead with the iTunes Store, and yet the nicest thing I have heard about Apple Music is that it works with other Apple stuff. I honestly don't think Apple's management understands entertainment.
You don't have to render identically. A 720p phone and a 4k TV are quite different.
An average steam gamer has a 3-5 TFLOP 1060 rendering 1080p with a quad-core intel at 2.5GHz. A 6-core A15 (little cores are about as fast per clock as Zen 1) with a 1.3-1.5 TFLOP GPU comes quite close. If Apple wanted, they could add a magnetic dock with controls and extra battery for serious gamers too.
For something like the Apple TV (A12 isn't a slouch though no 4K gaming machine) they could offer streaming with remote rendering.
I suspect the launch 4+4 CPU with 32 or even 64-core GPU. They should sell that in a mac mini sized console with a wireless VR headset. That said, Oculus Quest 2 is quite popular and it has a Qualcomm 865 which is much slower than that A12 let alone the A15. They could definitely stomp the Ques 2 with an A15-based device and could go much farther with a M1/M2 chip.
> You don't have to render identically. A 720p phone and a 4k TV are quite different.
Yes, but that's kind of the problem. The 720p phone has a lot of horsepower per pixel, but is crippled by touch controls. The Apple TV is _slower_ on a larger screen, with yet another frustrating input situation because Apple didn't put a gamepad in the package. (They don't even make gamepads! The MFi ones I bought were pure junk.) I can't imagine a more hostile environment to develop AAA games for.
A year back or so there were articles claiming that apple has stopped all development of content rich games, aiming at quick addictive ones instead. They released studios making the former from contracts.
Big AAA titles take several years to produce and I doubt Apple will allow half-baked games to launch. That means we won't be seeing those games start to launch until 2023-2024.
Apple is definitely working on a VR headset. They've bought out 4-5 VR companies already. There were rumors of a 2022 launch, but 2023 matches up much better with their game studio launch dates.
That subscription is a HUGE moneymaker (that's how WoW made Blizzard so much money). Most serious gamers play 1-2 games for a couple of years. Traditional studios charge $60 (less for sales) and then release one $20-30 DLC per year. That gives them $120 over two years at the very best (though most players won't bother with DLC). Apple gets $80 per year unconditionally. Moreover, this will get casual gamers in addition to hardcore ones.
Now that Apple runs everything on M1 and even the slowest M1 chips have better GPUs than most Wintel systems, Apple can sell games to everyone. Because everything is using the same architecture (same CPU and same GPU across the board), their devs save a ton of time and money developing and optimizing which means their total time to deliver and cost to deliver is much lower.
I suspect that MS sees this as an extremely serious threat. They need to do everything they can to leverage xbox pass and compete.