Apple seems to be getting almost all of its new business internationally, which makes sense given that the global iOS market share is 13% (And falling), and the global Mac OS market share is usually under 10% (far lower excluding America).
But mostly, it's just a bummer that a company who brands itself so heavily on freedom-of-expression and privacy is pulling out all the stops to win over favor from the Chinese government. Although, again that's not surprising given the draconian controls Apple has in place to keep the company in control over its users, their data, and their locked-up walled-garden app eco system.
Of course, Apple also put out a press release unironically calling the depressing washed-out faded-grey denim colors of their new iMac line "Vibrant", so no reasonable person should ever expect the unrelenting crap blasted out of this company's iMarketing iCannon to come anywhere close to the real-life product.
There's a reason Apple presented this data as a ratio, instead of raw numbers. You really have to ask yourself if the M1 platform actually attracted a lot of new users, or if the M1 Platform caused current Apple customers to abandon ship as quickly as possible. Both are possible with the misleading way they spun this information. With the way Apple continues to lock down and raise prices, I have a hard time believing that their userbase actually grew, at least until I see some real data. I'm sure they made plenty of money since nobody had anything better to do except sit around the house and dump their whole paycheck into making f2p timers tick faster (not to forget an extremely impactful inflation spike) - but growth in revenue is not the same a healthy influx of new users.