As is, Macs are the only "off the shelf" option with a foot in both worlds: MacOS and Windows. Anyone loving Apple but
needing something that only runs in Windows can kill 2 birds with one stone by choosing a Mac. If that person is trying to justify the "Apple Premium", this 2 birds concept probably helps.
Flash forward to these hypothetical new Macs that eject Intel and embrace ARM. With that goes bootcamp. And with that every "2 Birds" buyer/user finds themselves having to go back to owning 2 machines instead of one. Since Windows is often more about need (as in need to be able to run <software only for Windows>), in some purchase contest, Windows machines probably win most of the time... because need trumps want. And what the Mac business doesn't need is people who would otherwise buy a Mac needing to buy a Windows computer instead and putting their money there. Does the average Joe buy a Windows machine because they have to have one and then buys much of the same hardware in an Apple machine because they want an Apple too? Or does he/she try to make a go of it with the computer they had to buy?
Similarly, many who seem so passionate about this seem to forget how it was in the transition from PPC to Intel. Yes, Rosetta helped smooth the pain but there is no guarantee of a Rosetta-type solution for Intel-to-ARM. And Apple didn't support Rosetta for very long, which deprecated a lot of useful software that was not updated for Intel. Sure, this crowd around here blamed the developers (because it's always the non-Apple entity's fault

) but in some cases the developers were dead or the Mac market was just not valuable enough to go to the trouble.
Users who needed some of that software had to resort to workarounds, often dual boot options so they could still use some of that software AND march forward with updates to the core OS. But dual boot options won't work if Intel guts become ARM guts. In that scenario, one need to keep an "old" Intel Mac around for software that doesn't migrate to ARM and/or bootcamp.
And since bootcamp would probably no longer get much support on ARM macs, it's only a matter of time until such people need a Windows computer too. In this scenario, a working Mac environment is going to need up to 3 machines to do what one can do now.
But "we" keep thinking we want this ARM transition anyway. Apparently, we believe Apple needs to stick it to Intel and this is the obvious way to do it. Of course, that locks us Apple people even more into Apple... but we don't care. And even in this short thread, we're already spinning rationalizations that we know will NOT come to pass. For example, do we really think Apple would eject Intel, inject ARM and significantly lower the price of Macs? Or would they make the change, hold or raise pricing and then enjoy the added profits? But we'll spin lower price like it's an automatic if ARM replaced Intel when we should easily recognize that it is NOT automatic.
Obviously, I'm no fan of the idea. As a consultant, it's sooooo nice to take just one computer in the bag and be ready to link into Mac or Windows environments with the same machine, run Mac or Windows software, etc. Macs going ARM would kill that great benefit, probably pressing business people like me to carry TWO machines to be ready for about anything.
If my main driver is profit maximization (for Apple or AAPL), I might be able to get into it. But since my main driver is consumer utility, I don't see the big gains for us consumers except in fantasy- like lower prices. We grab onto some calculation scores that imply ARM > Intel, ignoring the other scores where it is not... and then let marketing spin imply that ARM > Intel in every way... that the phone is more powerful than your Mac in every way now, when you must know that is not the case. Try to do any big, Mac-intensive job on the phone and see how that "just as powerful" system does.
The only win I foresee in such a transition is more profit per unit sold for Apple and greater control of when Apple would like to roll out new Macs. The losses are likely lots of useful software, bootcamp, raw power for niche tasks, the unsteady but consistent march of CPU progress driven by Intel, the painful transition period where not-quite-compatible software is running in a Rosetta-like bandaid (if such a thing is even rolled out), etc. It would also give Apple enormous marketing spin room to claim Macs are superior to Intel-based machines with no clear & obvious head-to-head way to prove it. Remember this?
Cute commercial. Classic Apple. But not very long thereafter, Apple is on stage spinning the Intel transition and claiming most powerful Macs ever. ARM Macs get back to that spin-based superiority instead of tangible (same) guts vs. (same) guts superiority contests. In short, as is Macs have to be engineered to be competitive with (the same guts in) PCs because there is no smoke & mirrors of claiming a wholly different brain. Do we want to go back to that smoke & mirrors scenario where marketing spin is mostly casting Mac superiority?
"We" think we want this but "we" appear to forget how things were from PPC to Intel and/or "we" function almost entirely on only Apple-made software with little dependency on third party software. It's not automatically a cheaper Mac world NOR a better Macs world in such a transition... just better for Apple profitability and control. Consumers lose up to a lot in such a switch... especially those who use their Macs with software NOT made by Apple themselves.