It does not matter much if they do not make competitor for iPhones and get consumers to choose them. Because consumers keep buying iPhones and will have then Apple hardware.
And they cannot bring software ecosystem for their hardware without Google, at least easily.
It doesn't matter because Apple would not offer OpenAI actual integration terms, period. Their only option is to create an alternative hardware platform, because Apple fights tooth-and-nail to pick and choose what software iPhone users are allowed to run.
And they cannot bring software ecosystem for their hardware without Google, at least easily.