Yup, that’s what I’m guessing. Now that there’s a second gen, people are also probably willing to take a risk on it. People hear that it’s faster than Intel chips, and they’re seeing that Apple is continuing to develop it, so they’re likely interested in trying it out.
I think it’ll have a pretty hard cap though because macOS isn’t very compatible for gaming, but I guess we’ll see if double digit market share is enough to interest the gaming industry to target it.