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Consider that browser share usage could shift around as device usage shifts around during a pandemic.

I don't disagree, but would you expect such a significant drop in Safari usage?

It’s possible if people are using company-provided devices at home in lieu of their own, and the company is providing Windows devices while theirs were Apple. I don’t know the likelihood of this explanation, though.

I would personally think this is unlikely. Looking at https://gs.statcounter.com/browser-version-market-share we can see that Safari on iPhone probably caused the overall drop.

Now, I can't see people suddenly not using their iPhone because of the pandemic (quite the contrary actually) - perhaps this signifies a slowdown in iPhone sales?

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