So two things must happen for this to matter:

1. OpenAI/Anthropic must purposefully not sell their service to Apple and/or users using Apple hardware.

2. Local models must not get any better or slimmer than they are today, such that they can not be ran by Apple or locally on Apple hardware. This is arguably not even the case today, there are open-weight models that rival the frontier models.

None of these two things are going to happen. Apple does not need their own models.