If most Intel hardware makers had gone full ARM, they would simply have lost market share. Apple customers are going to buy Apple hardware—whatever it has inside.
But of course Apple controls not just the hardware but the OS. So ya, if only Apple hardware will run your application, you are going to port to that hardware.
Apple has a massive advantage in these transitions for sure.
Microsoft's ARM transition execution has been poor.
Apple's Rosetta worked on day one.
Microsoft's Prism still has some issues, but at release its compatibility with legacy x86 software was abysmal.
Apple's first party apps and developer IDE had ARM versions ready to go on day one.
Not so for Microsoft.
Apple released early Dev Kit hardware before the retail hardware was ready to go (at very low cost).
Microsoft did not.
No man, apple basically had the power to frog march it's app devs to a new cpu arch. That absolutely would not have happened in the windows ecosystem given the amount of legacy apps and (arguably more importantly) games. For proof of this you need look no further than Itanium and windows arm