Eh, I'm not so sure it'll be that big a deal. The whole supply chain is so twisted and tangled all the way up and down. Shuffling out one piece doesn't seem like it will, on its own, be so major. Samsung made the chips for the iPhone, then made their own phone, then Apple designed their own chips made by TSMC, now Apple is exploring the possibility of having Samsung make those chips again.

Also, it takes a willful ignorance of history for ARM to claim this is the first time they've manufactured hardware. I mean, maaaaybe, teeeeechnically that's true, but ARM was the Acorn RISC Machine, and Acorn was in the hardware business...at least as much as Apple was for the first iPhone.