1. They’re going to have some kind of breakthrough with x86 emulation where the Apple ARM CPU has a translator, or an accelerator, or a co-processor, or something that will make x86 run at decent speeds.
2. Apple will move to a long term two-CPU strategy with ARM on economy and low power SKUs, and Intel chips for the “Pro” SKUs.
3. As an alternative to 1 and 2, the direction might just be a killer next-gen iPad Pro and new iPadOS which substantially raises the bar for multitasking, trackpad, etc on that platform. I wouldn’t even dismiss the possibility of an “iPadBook” for want of a better name.
How is this going to work for developers or Apple? For how many years will everyone need to test and ship universal binaries?
Testing is a legitimate concern but I don’t think it’s as consequential as you imply. (For most developers.)
If you ship a Catalyst app that runs on iPad and Mac you are shipping and testing on x86 and ARM.
Apple already splits binaries in the app store and only downloads what is needed for your device (including resources for different device resolutions), so the end user would likely not see an increase in app size.
That makes sense to me: a two-CPU strategy (ARM for laptops and x86 for desktops where power usage is less important) would lessen the Osborne Effect. Mac developers would have a strong motivation to support both laptops and desktops (and thus ARM and x86 macOS) so consumers would not have to fear buying a soon-to-be-obsoleted computer.
Shipping bitcode instead of ARM/x86 universal binaries would also mean that eventually Apple could drop x86 and those bitcode applications would be forward compatible with ARM desktops.
It would actually be quite tidy if “Pro” Mac meant Intel, non-pro meant Apple ARM.
Recall that at one point Apple shipped laptops with two GPUs; one for low power work that was more power-efficient, and a more powerful one that was turned on as needed.
An alternative possibility to my earlier musings is that the T2 chip gets expanded to take over more system functionality—perhaps to the point where the Intel chip looks more like an accelerator add-on card than the primary CPU.
Given how they handled it in the past my guess is that Apple will release a very usable X64 emulator for the ARM and really brag about it at WWDC.
The choice will also say something about how Apple views these ARM Macs: Are they iPhone-esque devices made exclusively for Apple software, or are they (relatively) open-ended computing platforms capable of booting alternate operating systems?
There is no way Apple would create a Windows driver for that custom silicon- it has always relied on AMD or Nvidia for those drivers in the past, it has no in house code base or expertise to write the requisite code in Windows and none of the silicon has been optimized for it.
(I do agree that they're more likely to just drop Bootcamp support.)
But since its 99% likely that all the other Mac's will be SoC with no Windows driver support for any of the underlying silicon, I'd find it very surprising if Apple went to the trouble just for the high end.
That said, I thing Intel Mac Pros will be a thing for a long while, even is a 256 core ARM variation came out, just to keep the pros happy until they can comfortably transition to the new stack. Apple has spent too much human capital recently on the pro team to make me think otherwise.