I would believe this - after all how many billions of dollars did Google pay Apple to be the primary search engine on iOS? This further erodes my confidence in Apple doing the right thing and I think the EU is doing the world a service by setting in motion alternative app stores.
If you’re important enough Apple will let you get away with murder compared to normal devs. Users don’t buy phones without FB, Instagram, Spotify, WhatsApp, Google apps, etc.
There is only one time I remember anything happening to a big app. Fortnite probably could have tracked people for years. But the they took away Apple’s cut and publicly stuck a thumb in Apple’s eye at the same time. So they got booted.