I'm confused about how Europe didn't have anything to do with the timing.
Apple switched exactly when Europe mandated it and criticized the mandate.
Apple switched exactly when Europe mandated it and criticized the mandate.
Timing probably matters: when most of the market already agrees you can't wait for the last group, you have to strike before everyone defuses again.
And while I can imagine that apple had a plan here, the part that doesn't fit is that they protested the mandate. If this had no effect on their plans, why bother?