That only plays out if you offer anything to customers once the competitors are gone. Also: there’s still PlayStation, Xbox and even Apple Arcade doing perfectly fine in this space
Looks like overall Apple subscriptions have solid growth. [0]
I use it after I got bored of Netflix and other programs, because it’s ad and in-app purchase free and loads quickly on all devices. The games are obviously not the best, but then again the PS4 games I have don’t really justify the long start up time and I don’t have enough spare hours for Civilization.
I have arcade through their Apple One subscription and uh I think sometimes my family tries to buy a game and it’s free so that’s nice?
But i don’t know anyone who intentionally uses it as a library. I assume that it’s just a nice way to redirect money to devs they like in a rare scheme to appease their game dev partners.