Thanks for taking the time to sift out and organise the numbers. I had no idea the MBP had significantly better life over the MBA.
Another factor we haven't considered is that the M1 chip could also allow form factors that would otherwise not have been possible with Intel chips, which could in turn draw consumers away from Intel PCs. Take for example how slim the M1 iMac is. Apple has managed to do away with the bump at the back and make it uniformly slim (and I presume heat throttling won't be an issue either), while cramming in impressive speakers (using tech inherited from the HomePod). This clearly hasn't impressed many people here at Macrumours, who feel that these traits are largely wasted on a desktop, but its slim appearance may well attract many consumers who desire a compact PC that won't take up too much space on their desk.
The all-in-one market is an area where Apple seems to have virtually zero competition in.
I would imagine that Apple could further optimise Final Cut Pro (I am reminded of that video where Jonathan Morrison showed himself editing video on a 2015 Macbook and how it was faster than a windows ultrabook running premiere), further improve the lead to beyond what can be inferred from benchmarks alone.
The macbooks are still currently using the older form factor, and I wager the next revision will come with a significant redesign as well. Imagine a 16" MBP with desktop-class performance, all-day battery life, capable of sustained performance even when not plugged into the mains (something many windows laptops still cannot do), while retaining a thin and light design that makes it easy to carry around.
What I see Apple doing is changing the rules of the game by having their Macs fill market niches that the M1 chip is uniquely positioned to excel in. So either the competition falls into Apple's trap by trying to compete on Apple's terms (and failing miserably), or they choose not to play and completely cede those markets to Apple.
Either way, Apple wins.
Well, I am not 100% sure about this for some reasons. I will divide them in two.
The all-in-one market
First, I have serious doubts about the all-in-one market. I have not found specific iMac sales figures, but many news point out that the bulk of Mac sales refer to laptops. It is understandable.
The original iMac was a success, but it was released back in 1998. Back then, laptops were bulky, heavy, slow, and expensive. Desktop PCs reigned supreme and the iMac was the elegant and compact alternative.
Now, more than two decades later, things are different. Laptops are all over the place, and they have become much faster, cheaper, and lighter. Desktop PCs are kind of a niche now and many of its consumers are power users seeking extreme performance or a better performance-to-price ratio than laptops.
In later years, the iMac incorporated desktop-class processors, making it faster than similarly-priced MacBooks. It made sense to a certain degree to have a very portable MacBook Air to carry everywhere and a more powerful iMac at home. Now, if the MacBook Air and the iMac offer the very same performance for the very same price, what is the point of having both?
There is certainly a market for the new iMac, but I guess it is a shrinking one. Some users may buy the iMac for the colors, for the design, or for the beautiful screen. But some will not buy it because the MacBook Air already offers the bulk of what they would expect. Buying an external monitor, keyboard, and mouse would help them get a similar experience for much less money.
I am sure many people will still buy the iMac. And that Apple will still be king of the all-in-one market. I am just not sure how significant it is. Most people do not have a spare pile of cash to spend just because they think the iMac will match the room's decoration, especially if it offers no performance advantage over a laptop.
Other form factors
Apple may put the M1 inside many different form factors. But I wonder how this might work.
Many PC manufacturers have already tried different form factors with varying degrees of success. Most of these form factors proved to be too cumbersome or not user-friendly. In the end, there are basically clamshell laptops, 2-in-1s, convertibles, and tablets. Apple is more conservative and has not yet delivered a convertible or a 2-in-1, which, by the way, I think is the right decision.
Apple has the iPad, which already dominates the tablet market. Android is a poor competitor here, as software is mostly optimized for smartphones. Microsoft Windows is also a poor competitor, as software is optimized for traditional computers. Including the M1 in the iPad may be overkill, but Apple is doing it and it will certainly become a great machine.
Now, Apple can deliver lighter powerful laptops. A next-gen 16-inch MacBook Pro can be thinner and lighter and still impressive. That is for sure. But if Apple cuts on the size, battery life will suffer. The 13-inch MacBook Pro has better battery life than the MacBook Air because it has a larger battery. And it comes at a cost: the Pro is heavier than the Air. If Apple makes them smaller, it will have to reduce the battery, which means less battery life.
The 16-inch Pro will probably use a more powerful processor, which should consume more battery. It is yet to be determined how long it will last with a single charge. Hopefully, Apple can impress us all.
But the market already offers some solutions which are not too far off. The 17-inch LG Gram comes with a Core i7-1165G7 processor (which is the closest thing to M1 that Intel seems to have produced so far), a 17-inch 16:10 2560x1600 screen, an 80Wh battery (providing about 12 hours of battery life), and weighs only 2.98 lbs (less than the 13-inch Pro). The 16-inch version is even lighter at only 2.6 lbs (less than the Air).
You may argue that the MacBook Pro will likely have a faster processor, a better screen, better audio, and overall better quality than the LG Gram. But it will also cost more money. And the LG Gram is already available for sale, while the redesigned MacBook is a figment of our imagination and (hopefully) another well-kept secret that Apple is yet to announce.
In any case, the LG Gram already has many of the advantages one would expect from the yet-to-be-announced MacBook: good performance, large screen, lightweight, and good battery life. And the forthcoming 12th gen Intel processors will only improve the possibilities.
So, Apple may have an edge, but I do not think a revolution is coming.