Yes, there literally isn't a computer in every home. Less than 9 out of 10 households in the US currently have a computer[0]. Yes the smartphone made computers much more accessible, especially in third world countries. The iPhone was also released 23 years after the founding of Microsoft, an eternity in the tech industry. Between the founding of Microsoft and the release of Windows XP computers changed from something in a single digit percentage of households to more than half of all households in the US. That's a major accomplishment, and Microsoft played a large role in it.
[0] https://www.statista.com/statistics/214641/household-adoptio...