Unless Apple would make an anonymizing VPN connection mandatory, I don't see any difference to the situation as is. As long as people can be pressured to turn off the VPN, nobody loses any customers. Additionally, I don't think paying customers are the target, since they usually provide identifying information anyway.
If Apple started routing all iPhone/Mac traffic through some anonymizing VPN by default, services that block it would absolutely lose lots of customers.
It's a matter of numbers.
If 20% of people are using VPNs, blocking them is going to be a double-digit hit.
I don't think mandating that all traffic on Apple devices must be routed through their servers would be that great for privacy.