I'm not sure how you arrived at this conclusion. This seems rational to me, and in line with the antitrust decision as the bundling of apps isn't any more mandatory for manufacturers.
More importantly was that Google were doing various forced things (like requiring installing all Google things on all devices, heavily limiting possible competition). Ending that is important, even if it shifts costs around.
Edit - a simple way of viewing this is if this makes more money for Google, why weren't they doing it anyway? If not, can it really be costing consumers more?
I wouldn't assume this. In simple terms, surely they realized punitive measures on a something consumers choose will harm the chooser. They might have some idealistic long-term consumer benefit goal in mind (e.g. magically growing competitors, magic corporate altruism, etc), but it is divorced from reality.
Once you are found guilty, you aren't operating in a vacuum anymore. We have yet to see what sorts of remedies the EU may require of Google if they do not agree with Google's decisions on how to resolve the situation.
For instance, Microsoft was forced to open up its Client/Server protocols as part of their antitrust action.
>Microsoft Wednesday attacked the most contentious part of the European Commission's 2004 antitrust ruling against it -- the decision to force the company to share details of server source code.
>The 2004 ruling ordered the company to open up source code for server communications protocols to rivals, in order to allow them to build server programs that work as smoothly with Windows as Microsoft's own software.
https://www.networkworld.com/article/2311190/software/ms-ant...