I can't live without my airpods. There aren't many things that I would buy immediately if they were destroyed. Airpods alone are a multibillion dollar company. So i'd say that's innovation.
The Apple Silicon chips are a massive innovation which have just massively changed the laptop landscape. People are buying new MacBooks left and right because they can do all their work on a tiny laptop now which doesn't run hot and has a battery like an iPad.
Maybe I am in a bubble, but in my family I was the only Apple user 5 years ago. Today we have got not a single Windows device left anymore. My wife has a MBA now, my mum has a MBA now, my sister has a MBA now.
Same goes for the .NET community. So many developers who some time ago would have only developed on a Windows machine all switched to Apple over the last few years and most people don't ever look back.
I appreciate that those personal anecdotes don't mean anything, but let's put it this way, I was not surprised to see a 30% drop in Windows sells in Microsoft's last financial statement.
Definitely a bubble. Comparable and accurate numbers are hard to get, but wikipedia reports [1] Apple having 9.8% of personal computer units shipped globally. It's certainly a different number if we could get a breakdown by country.
In my bubble view, I don't see a lot of switching. Apple people like their M1/M2 mostly, other people aren't as excited about cpus, but seem to be doing ok. I'm definitely not an Apple person, and am feeling pushed away from Windows as well, but I haven't landed on FreeBSD for desktop yet.