Laptops are very commoditised products with long renewal cycles, no matter how shiny they are.
The winners will always be Nvidia (GPUs), Microsoft, AMD (GPU/CPU), Intel, other chipmakers—they control the software and core hardware inside those machines. Linux and all are free, so they don’t count.
Steam is doing well. Epic Games store etc. They are not vertical but benefit from having many “distributors” (HP, Dell, Acer, Razer, etc).
The latest Macbook Pros are also riddled with keyboard and other issues but for Apple it’s not a core or even the second best performing source of revenue. A number of devs have been switching to Dell machines from Mac Pros—Windows 10 is becoming great and people can always install Linux if they want.
You can be different and cool and perform poorly, like GoPro.
Both Razer and GoPro are recognisable brands operating in competitive commoditised markets (Acer, HP, Dell, etc etc all make gaming laptops). PC gaming is great but niche and USD 1800+ is a lot of money
Cannibalising core business for the sake of diversifying is very hard for companies known for one or two things—because management can’t throw most resources towards a new unproven thing and sacrifice core earnings.
Think Dyson and electric cars. They are back to making batteries, hair dryers and vacuum cleaners.
Very few firms, such as Apple, have been able to pull off a big pivot. IBM also sold its PC business ages ago in favour of servers, but now wants to be more AWS-like while in competition with AWS etc. No differentiation, really.
Hardware is hard.