I think it's more NTT and Sony. Every single Felica card in Japan is manufactured by Sony. Either way it doesn't matter.
It actually is a shame, because most countries that did buy felica are dropping it because of licensing even though it's technically better than any of the competitors.
Regardless of that Apple managed to get global felica into their phones since the iPhone 8. Googles japanese google pay is just a shim for Osaifu Keitai. At the end of the day they seem to be too busy reinventing android pay every couple of years instead of taking some lessons from Apple.
This is as much Googles fault as it is Sonys and NTT.