Quite a few upsides.
There are a few clear precedents where Apple held a feature back in the EU, then shipped later and/or exposed a path others could plug into:
Apple Intelligence: Announced as “not at launch” in the EU in 2024, then rolled out to EU users with iOS 18.4 in spring 2025 (most features). One carve-out remains: Live Translation with AirPods
NFC access for third-party wallets (HCE): After an EU antitrust case, Apple committed to open iPhone NFC (“tap-to-pay”) via Host Card Emulation, let users set a default non-Apple wallet, support Field Detect/Double-click flows, etc., so a genuine “build a platform others can plug into.” The Commission made these commitments legally binding for 10 years.
With iOS 17.4 Apple created EU-only entitlements for non-WebKit engines (e.g., full Chromium/Gecko), so browser makers can ship their own engines on iPhone/iPad in the EU.
Home-screen web apps (PWAs) reversal: Apple initially said PWAs would go away in the EU for 17.4, then reversed and kept them—implemented on WebKit with the usual security model.
Alternative app distribution (marketplaces + web distribution): In response to the DMA, Apple shipped EU-only APIs/entitlements for third-party app marketplaces and later web distribution (direct from developer sites) with notarization, installation, backup/restore hooks, etc.
Tap to Pay on iPhone (SoftPOS): Apple’s merchant “no extra hardware” payments feature expanded across EU countries and is designed for platforms like Adyen/Stripe/Mollie to integrate via SDKs