At the same time, this potentially opens up the entire worldwide market (imagine EU iPhones being imported into US to use with OpenAI or Claude Cowork), and they probably made the estimation that keeping EU out is still better value (70% of the market all to themselves) than fair competition in the 100% of the market (I guess they estimate they might get less than 70% in that case).
Or they are hoping that EU customers will want Siri AI enough to campaign for a change, but I'd find that highly unlikely.