As another user posted, there’s a long list of terms dating back to 2012, so this isn’t recent. Even the post referred to dates from the end of 2019, so it isn’t exactly novel.
Google might well accept being excluded from China, but I’m assuming that the prospect of being allowed to re-enter that market is periodically dangled in front of them by the ruling party in China, and that consequentially Google has an ongoing motive to somewhat abide by the PRC’s rules.
Also, Google may be excluded from China, but Google also has a lot to lose if relations with China deteriorate, for example, if China somehow interferes with the primacy of Android there and therefore causes a massive dent in platform numbers.