Or maybe they will launch Win 12 with optional TPM support.
Imho making the OS(es) TPM only cannot be good for their business, many people are still on Win 10 with no intention to switch, since their motheboard does not support TPM and do not want to upgrade PC / waste PCI-E slot on TPM extension.
In my country almost 50% of people go for an iPhone or a Samsung Galaxy. So they pay at least 400-500$ and it’s a sum which could give you a decent computer. But they usually pay through their phone subscription so they don’t see it that way.