It is entirely possible that Apple soon may loose EU market entirely once the Trump gets a relief in Iran and once again tries to invade Greenland.
Apple's services revenue is showing a strong growth and it is entirely dependent on keeping the ecosystem closed so that it can take its commission and sell its services.
Once things get moving they would prefer still having control on the on the US market rather than making slightly more money(if any. No one wants this AI stuff as you can tell by the strong sales Apple keeps having despite or thanks to not having AI integrated) when the EU market is still open to them.