The difference is that this is contingent with them exiting the workstation hardware market. They wouldn’t be eating into their own sales if they weren’t even selling in to the market.
Imagine if apple licensed os x to one manufacture, to distribute with a system that apple signed off on the components. Say an HP Z825. Apple would know what parts were going into said CPU and could be sure to have proper support for the components in the os. They could require an efi boot rom, ensuring compatibility with Mac pro peripherals. And proving the same Mac os x experience. And they would charge HP a hefty licensing fee…say $300. HP would be perfectly happy with the arrangement, they’re already in the z820 business, a couple of minor modifications and they’re making z825s, they get workstation sales they wouldn’t otherwise get. And they can pass that os licensing fee right on to the customer.
I’d gladly pay a 3 or 4 hundred dollar markup for a qualified officially licensed workstation running os x, the z820 looks amazing. Put efi on it and slap a “made for os x” sticker and sell me a half dozen.
Apple avoids having to bother with the workstation market. But they keep getting a couple of hundreds from pros. They keep selling their software to pros. Pros keep buying the consumer stuff to compliment their hardware. They keep getting a 30% cut of all software sales made in the app store. They keep getting 30 bucks a year for os updates. HP sells a few thousand more units, at a great markup, and pros get to go a bit longer running an os that they’ve built facilities around.
That is until os x and iOS merge in 2-3 years.