As far as the statement from unity is concerned, it sounded like it wasn't really backed by any real indication from Apple about their solution not being banned

As far as the statement from unity is concerned, it sounded like it wasn't really backed by any real indication from Apple about their solution not being banned. However, there is also no actual evidence (yet) that it is actually banned and that Apple will enforce the ban. Consequently, as they are about to ship a new release, they want to sound as confident as possible. I am very doubtful though whether they have any real idea regarding if and how they will be affected. I think they're mostly trying to prevent panic.