You're right about the GPU. ARM is talking about their Mali GPUs which Apple doesn't use and yes Metal has software Ray Tracing. I thought the meant hardware ray tracing. I misunderstood the article.
Of course they're talking about their own CPUs but Apple uses ARMv8.4-A and M1 uses 128-bit Neon instructions. ARMv9 brings SVE2 (Scalable Vector Extension 2) with no fixed width, from 128-bit to 2048-bit. This is something Apple could use. Are you saying they're not going to use such advantages of ARMv9?
While Apple probably will go to Arm v9, a lot of the stated 30% improvements are coming less due ISA changes (the day-to-day ISA isn’t changing much from v8 to 9 wrt performance) and more their upcoming core designs which Apple doesn’t use. Don’t mistake me, SVE2 is really nice and a good standard and will improve things but it should also be noted that Apple’s NEON implementation is actually already quite impressive. Certain microbenchmarks have it performing up there with much wider vector designs when properly filled with work.