Gacha Game Experience and Commitment Time: For IAP game players, the play patterns and sessions tend to be very granular and short. While people may play for long sessions, each individual stage or mission will only take a few minutes on average. From personal experience, console-level games tend to have a "I will make time to play this" barrier to play. Even though I've been blown away by some of the games on my Switch (recently Astral Chain), I can easily make some progress in Fate/Grand Order while I'm waiting for others or eating lunch.

Reward Structure: As much as people bemoan "terrible rates" or "predatory practices", the unchanging matter is that they often continue to play these games. The premier draw of many IAP games is the psychological rewards. Gacha style games that offer unit/gear collection thrive on the sense of exclusivity, ownership, and rarity, while competitive games offer a power fantasy when triumphing over others. Given Apple Arcade's strict no-IAP policies, it leaves less opportunities for the developers to deliver these and less incentive for core IAP game players to invest their time.

Next Age Console Wars: At $4.99 per month, and free for the first month on anyone on iOS 13, Apple Arcade could very well be a loss leader to sell Apple devices. This leads straight into the crux of the problem: platform exclusivity. This is a tale as old as the first console wars, and that is the exact problem: we're back to Sega does what Nintendon't. The comprehensive experience would be to own both Android (for the future Google Play Pass) and iOS devices, but most people simply do not have the budget or need for two phones. In comparison, almost all major IAP-style games are available on both mobile platforms, and thus have a greater factor of accessibility. At the end of the day, the people feeling the crunch are those who lack access to the exclusive platforms (as someone who eternally hopes for Persona 5 and Nier: Automata on Switch, I can definitely empathize.)