What you're forgetting, and pushing aside, is that the mobile gaming market is as big as the traditional gaming market. All the phone games make as much money as all the consoles and PC gaming together. Apple, with its command of all the valuable phone customers, is pulling an estimated 14 billion dollars in 2021 in mobile gaming. So Apple is very dumb if they don't care about 14 billion in annual services revenue.
What you're thinking is that traditional gaming is big-boy gaming and where the big bucks are. The growth market is mobile gaming, with the other segments being stagnant outside of big hits. The reality is that Apple is a bigger gaming company, by revenue, than Microsoft or Sony, is controlling the growth sector, and is thinking accordingly. They have financed all on their own a new GPU generation for their phone and justified it as a need for gaming and gaming alone. Those other companies need partners, like AMD or Nvidia, to make them GPUs.
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