@ASiegel

I would guess switching to a technology they control would be the reason to switch from Intel to ARM. But it would be a risky and potentionally very expensive endevor. It will probably make them decide against such an proposition.

But if they can get away with it, then manufacturing millions of ARM chips for their business would lower the overall cost, making Apple ARM chips attractive for other vendors. Suddenly, Apple would be in the CPU making business. We can't rule that out since they have entered a lot of new businesses since Jobs returned.