They aren't doing radical redesigns, so ramping up is easy and fast.
They've pulled an Osborne Effect on their Intel devices by announcing they are transitioning in just a couple years. Nobody wants to buy a brand-new second-class product.
Finally, launching their new laptops this fall means they are half-way through their transition time, but just getting started with their most powerful segment.
I don’t how big this group is as a percentage of Apple customers, but in an absolute sense it’s significant — several $B worth anyway.
Also there are people who won’t buy M1 because they are (probably correctly, though I haven’t had any problems) hearing that not everything works right yet. If my mother needed to replace her MacBook Air today I’d get her an Intel one. I expect her next machine with be Mx though.
I suspect Apple will continue selling Intel-based machines into 2022, and perhaps longer. I doubt they will update them though.
Apple can take a few different paths to this “M1X” release. They can
A. Release in Spring. Use the current cpu & node generation tech, and add cores.
B. Release in Fall. Use the now old (2020) cpu & old node, and add cores.
C. Release in Fall. Use the now new (2021) cpu, new node generation - and add cores.
Will be curious to see which path they take.
I’d bet Option B. This would be similar to what’s currently going on with the iPad Pro vs iPad Air