Yeah, a switch was pretty obvious in my mind which is why I wrote in 2016 that Apple would make a switch in 3 years. I was one year off: https://erik-engheim.medium.com/in-3-years-apple-will-switch-from-intel-to-arm-a6816058a1b2
What convinced me back then was the crazy performance of the high end iPads. I remember using the latest models in the Apple store and thinking: This thing can do anything you want and it is so responsive. Why would a latop need any other chip that this?
Ironically my prediction was that Arm based macs would be slower than Intel ones but cooler and cheaper. I had not actually predicted they would outperform Intel on single core preformance. That was quite a feat.