AFAIK, they're going to make their own GPU. A recruiter from Apple reached out to me a few weeks ago trying to poach me from my job at a large GPU manufacturer.
They already have their own, custom GPU on their A-Series SoCs, so them hiring people working on GPUs is hardly surprising? I'd expect them to replace where they use Intel's integrated parts with their own, which might push them a bit higher end than where they have been previously, but I doubt they're chasing after the dedicated side of things?
