Exactly. TSMC can spend tens of billions of dollars on new processes because they know Apple will be there day 1 to use it all.
The iPhone and Mac have good performance and power efficiency, but people will always want their phone and laptop to do more and get longer battery life. Apple customers’ appetite for compute is practically bottomless.
What percentage of iOS users are really hardcore gamers? I don't know, but I doubt it's even close to 25%.
It's anecdotal but I don't know of any iOS/iPadOS user that plays anything remotely demanding. Most users I know don't game. Those that do usually play casual games like Candy Crush.
The iPhone and Mac have good performance and power efficiency, but people will always want their phone and laptop to do more and get longer battery life. Apple customers’ appetite for compute is practically bottomless.