Apple sells 20 million Macs a year, but most have M1 which is only 120 mm^2. It isn't like they are going to sell millions of M1 Ultra Macs, and probably don't even reach a million M1 Max Macs. So you're probably talking something like 5K wafers per month. Apple didn't decide at the last minute to transition to Apple Silicon. They knew several years ago they would need these extra wafers, and therefore TSMC knew when planning N5 production quantities.
There will another hit when TSMC starts fabbing Apple modems, replacing the Samsung capacity currently used for Qualcomm standalone modems. Qualcomm's warning they would provide "only 20% of modems for the 2023 iPhone" is a bit hard to interpret. Either iPhone 14 starts using Apple's modem this fall (so only the SE and 13 are left using Qualcomm modems by fall 2023...not sure if that's 20% of sales?) or 80% of iPhone 15s sold will use Apple's modem and 20% will still use Qualcomm. I could see that if there are enough markets remaining where LTE/5G coverage is so poor that 2G/3G support is a must. I know there will be some, but I'm skeptical such markets could account for 20% of unit sales of a new iPhone model (yeah UK/EU are keeping 2G/3G around for many years but that's due to legacy need like alarm systems, not because there isn't LTE/5G coverage so there's no reason phones need to continue supporting 2G/3G in those markets)
So the timing is unclear, and we also can't be sure how big Apple's modem will be. Mainly because I'm not sure how big Qualcomm's X60 is, which would be useful to know as a "won't be exceeded" size given that Apple's will be made on a denser process and do less assuming it drops 2G/3G. But again, Apple has been planning this for a long time, so TSMC has already planned for those wafers.
While I am not an Apple fan, I do have Apple devices. They have obviously generally been significantly more expensive for the performance, but they have a premium brand reputation. To some extent, that is earned. I still have a 2009 17 inch Mac Pro that I still use. It needs a new battery again, but otherwise works fine for what I use it for. It will struggle with playing high resolution video due to no hardware acceleration for some modern codecs. I added added a fast SSD, which is probably a large part of why it is still usable. I also use Firefox with noscript, which reduces web page bloat significantly and has the side effect of blocking most ads without running an explicit ad blocker.
Anyway, I think Apple sales are going to be increasing with them leaving Intel behind. While they were generally lower performing for the cost, I don’t know if that is true any more, at least when power consumption and form factor are considered. I also think that the PC makers are going to need to respond to Apple devices. This is just the M1; the first generation of “desktop” level parts. What will the M2 or M3 look like? This is also reflected in server parts. I saw a phoronix review a while back where it seemed to be mostly AMD at the top, some ARM based processors second, and intel often third.
I have asked for a long time why we can’t get a laptop made more like a console. At this point, I would like an APU, perhaps with separate gpu and cpu chiplets and HBM memory. At least a memory system closer to a gpu with many DDR or GDDR channels seems reasonable. If you are going to solder memory on the board / package, then at least make it fast. Given the way memory systems have evolved lately, a change in hierarchy seems like it is over due. I guess we might just get an APU with extra SRAM cache.