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From what I understood the transition is of strategic nature. Less dependency on third party suppliers for vital components.

The performance and/or battery gains is almost incidental.

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No it's not less dependency on 3rd parties, it's more dependency on TSMC. Before they were able to play Intel vs TSMC, it's not the case anymore. Then you add the geopolitical issue of Taiwan vs China and the risks level keep increasing.

>Before they were able to play Intel vs TSMC

How? Did Intel suddenly allow their CPUs to be manufactured by TSMC? Or, vice versa, agree to manufacture Apple's Ax chips?

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