I hope and expect Apple to watch this closely. Playing with the iOS 11 on an iPad pro 10.5 suggests a bit what a Macbook Air might look like in 'appliance' mode with one of their customized ARM processors.

The really interesting bit however is whether or not ARM notebook computers can become a 'thing' for real. There have been a couple of runs at it by people without the resources to do something competitive with the thin and light laptops of today, doing it "for real" has always seemed a bit out of reach.

It becomes more and more clear to me that something like a Chromebook type OS and a walled garden app store is a really attractive proposition for people who don't do development on their machines.