I think you are absolutely right. But I think there are still something to add.
Imagine how apple by themselves have a whole ecosystem, so every developer has to follow their rules, and all their devices, software and hardware can receive better optimization on performance and other stuff. They understand how to customize devices’ chip, ram or other stuff with better support to the software, while Qualcomm don’t make customized chipsets for only certain devices.
Even they can customize for their own device, like Samsung and Google, they are still facing the problem from the nature of Android. Android is an open source platform, which means when you develop something, you must consider all devices out their in the market. So it is harder for optimizations, while it is much easier on apple devices.
That’s a very personal opinion after working a few years in the tech industry. It may not be 100% right, but I hope it can help.