Earlier quoted context omitted.
Yes, ARM is one piece of many. (Commented about this above) Though I suspect if Qualcomm were able to source a TSMC 5nm chip, it would be more competitive with Apple than Intel is at this point though. Apple has a lot of other things going for it where Qualcomm lags (the Secure Enclave, graphics performance, audio and photo processing, the neural engine etc etc)
Debatable. Qualcomm operates under a strict transistor budget because their chips lack a dedicated customer willing to pay what it costs to develop an ultra-wide CPU like this. Apple knows they're going to sell 100+ million of whatever core they make so they're able to more easily amortize and justify the costs of development. Intel gets no such benefit of the doubt. I have no idea what on earth is going on over ther…
What I was trying to get at is that the ARM designs plus the TSMC fabs are a big part of Apple's success here. The pieces are out there where someone else could put together an ARM based package that's more competitive with Apple. In retrospect, maybe it's more likely to see something like this from Nvidia than Qualcomm.
Even then, it's hard to say how competitive that CPU would be. Just based on Microsoft's Surface with it's half-assed Qualcomm CPU, it seems feasible though.