I think it does matter - objectively. It doesn't matter how many consumers you have on your platform, if you don't have content creators you're on life support.
Right now, Apple is still middle of the road - The money in their apps ecosystem is holding a lot of developers there, but I think they're royally fucked in every legal district except the US with regards to the current software distribution model. And honestly - that's simply because anti-trust/monopoly regulation in the US is an unfathomable joke at the moment (it helps that we house most of the tech monopolies, so from a nationalistic perspective, I understand that the status quo is making a lot of people a lot of money).
So does it matter this quarter? Eh - almost certainly not. Will it matter in 10 years? Almost certainly yes.
That said, who knows - Apple is damn good at marketing still, and it's possible they can leverage the M1 machines into a dominant position.
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As for this year - We're seeing consumer spending in electronics up across the board, mostly thanks to incentives from covid (cash infusions, more people using devices for school/work, more people feel stuck at home and consume digital services). And Apple has a good supply chain in place to whether the current chip shortages, pushing consumers to buy products from Apple simply because they're available. Hell, Lenovo revenue is also up 50% in the last year, and Samsung is up nearly 20% this last quarter. Selling digital devices is a good spot to be in during a lockdown of physical spaces.
Again, maybe Apple will be able to ride the wave with the M1 devices, but I think extrapolating out from sales during Covid isn't all that meaningful.