Famous last words, if you've ever read The Innovator's Dilemma. Google is definitely moving up-margin into Enterprise with a fair degree of success; I'm not sure about Apple, but I wouldn't be surprised if they are too. In tech the companies who are successful in low-margin market segments are predators and the ones in higher-margin market segments are prey.
Where money is being spent, Google and Apple are no where to be seen. They're just fighting over the fickle and low margin consumer market.