It's not about absolute value; it's about relative value. if not making the change costs them the whole market (about 25% of their revenue) and making the change adds 30% to engineering overhead or adds 30% costs due to secondary effects (such as market-share loss to Android because Apple's performance moat suffers), it might not be worth it.

To be clear: I think this is the right kind of hardball for EU to play. The stakes are high, but most outcomes are a net win for the EU. It seems like strategically good law.