This is plausible. Apple is blocking methods used by more aggressive/invasive ad networks (at the App Store policy level, the iOS level like with IDFA, and the Safari level with ITP), which makes using Apple's ad network more advantageous (since Apple's anti-tracking strategy favors first-party tracking).
> Apple Ads Attribution API (used by Search Ads campaigns) provides visibility into clickDate, adGroupId, creativeSetId. “This is a massive, and unfair, advantage Apple is giving to its own systems and advertisers,” said Sergio Serra, senior product manager at supply-side platform InMobi.
> Which is particularly interesting considering that late last week, Eric Seufert, a mobile strategist and editor of Mobile Dev Memo, discovered a settings option in the forthcoming iOS 14 that would give preferential treatment to Apple ads personalization.
(IDFA tracking is opt-in, Apple's tracking is opt-out)
https://digiday.com/media/apple-skadnetwork/
> Apple Ads Attribution API (used by Search Ads campaigns) provides visibility into clickDate, adGroupId, creativeSetId. “This is a massive, and unfair, advantage Apple is giving to its own systems and advertisers,” said Sergio Serra, senior product manager at supply-side platform InMobi.
https://www.adexchanger.com/mobile/3-ways-apple-is-throwing-...
> Which is particularly interesting considering that late last week, Eric Seufert, a mobile strategist and editor of Mobile Dev Memo, discovered a settings option in the forthcoming iOS 14 that would give preferential treatment to Apple ads personalization.
(IDFA tracking is opt-in, Apple's tracking is opt-out)