HarmonyoS has started the ball rolling.
They only started back paddling after the app store was introduced and consequently crystalized into a multi billion $ market
https://infrequently.org/2015/06/progressive-apps-escaping-t...
When Apple launched the iPhone, Steve Jobs told people that if they wanted to build apps for the iPhone, they should build them as web apps. This wasn’t specifically about PWAs, just web apps in general. Users demanded native apps, so Apple launched the iPhoneOS SDK and App Store the next year.