What could it *possibly* be? Maybe it's Apple spending huge amounts both to secure smaller process nodes (next chart), but...mostly...actually spending money on cache! All these high-end Androids have been cheaping out on the the thing that will keep the beast fed, all while running interpreted or JIT'd runtimes that sorely need the help. What a debacle.
https://assets.toot.cafe/media_attachments/files/113/795/486/291/172/469/original/0b5f31ac0c66b738.png