i think there’s more to it. Apple seems pretty happy with algorithmic boke. So a variable aperture just to allow for optical boke seems like a waste. But the other thing that a variable aperture helps with is preventing blow out in sunny conditions. That’s really not a problem with current sensors as they’re just not sensitive enough for that to bean issue. But if Apple were improving the sensors to make them much more sensitive (for improved low light performance) they’d need variable aperture to keep them from blowing out on sunny days.
So my pet theory is that this is really about low light performance.