I think it's because Apple would have to provide every competitor (including ones running off-device with no confidential compute) with the same level of access Siri AI would get, which poses a lot of security and privacy concerns Apple would never allow third-party developers to get access to even with a TCC consent prompt (like reading and sending iMessages).
Which means Apple would have to give OAI and Anthropic access to Gemini, I mean Siri AI.