It's funny when you think about it how much power these other companies if they only got together.
Get the companies to pull, overnight:
Facebook,
Twitch,
Twitter,
What's App,
TikTok,
YouTube,
etc etc.
Pull them all from Apple devices, and watch Apple poo themselves and have to cave in and change their policy
Apple would be screwed if people could not access their social/media platforms from iPhones.
I would like to see these companies try.
Remember when Google stopped supporting google maps on iPhones, and Apple replaced them with their own maps app? Sure, the first few years were rough, but users stuck by their iPhones, and today, more people (in the US at least) are using Apple's default maps app over google maps.
This threat may still have been valid five years ago, where the discussion was about Apple facing the risk of Google turning off its services to Apple users. Today, I would argue that the reverse is true. Apple is now in the position of power. Think about how Google has to pay Apple to keep google search as the default on mobile safari, and would find itself in deep trouble if its arrangement regarding default search on iPhones and iPads was put into jeopardy. Moving forward, I daresay the amount of money Google is paying Apple to be the default search provider will likely continue to increase, and Google has little or no choice but to continue paying more to access what would be a declining portion of the Apple installed base.
Does this sound like Google is in control here?
Meanwhile, I foresee Apple continuing to step on other companies' turfs and launching its own services where it feels it has something different to bring to the table, such as having a much-needed layer of design (i.e. a focus on the user experience) or greater emphasis on data privacy and security.
What's changed is that Apple has been leveraging its hardware and software expertise to create a stronger ecosystem of products. This has given Apple the ability to strengthen its customer relationships while still attracting new customers. Said another way, the Apple ecosystem is gaining strength, and that strength is now beginning to extend to the adoption of Apple services. As a result, Apple is gaining power as a gatekeeper between these Internet companies and the most valuable customers that they need for their services: Apple users.
Such is the power of the Apple ecosystem.
In the US at least, Apple has iMessage and FaceTime to serve as alternatives to WhatsApp and messenger, while News (with its emphasis on human curation) could in theory serve as an alternative to Facebook's algorithm-based news feed. You can still access services like Facebook and YouTube via the browser (which ironically, would enable ad-blockers).
Personally if you ask me, consumers are not going to make the link. They are loyal to Apple first and foremost, and if any of these companies tried to pull their app from the iOS App Store, users are going to blame them, and not Apple. Whatever these companies' rationale may be, or however much they try to paint themselves as the victim.
And they will continue to lose money from not being able to access the majority of their best customers who use iPhones. In the meantime, Apple may look towards releasing their own competing alternative to siphon off these users (like how they have Apple music as an alternative to Spotify).
So I am willing to bet that it will be these companies who capitulate first.