Apple's business model partially depends on selling people a new phone every few years. If people switch to battery replacements in place of new phones in large quantities, that is going to significantly hurt their business model.
https://www.statista.com/statistics/382136/quarterly-segment...
That’s not an accident, they spent a lot of effort building up their portfolio when this trend was obviously unavoidable. They’d love it if you buy a new phone every year but they’re almost as happy if you keep the same phone for 5 years, buy apps, and subscribe to Apple One. One of the really big questions is what impact the EU DMA will have on this strategy: a lot of what’s kept them ahead of Android on things like CPUs is the geyser of App Store cash stabilizing revenue for long-term commitments.