Your take sounds right. Like if Apple replaces phone screens at an Apple facility, they must also make the screens (and supporting equipment) available to other parties. If they don't replace screens, then they don't have to make them available.
Exactly. Which would make sense in case of spare parts, "we don't make spare parts for us, so we can't distribute them for others", but that would apply also to firmware and technical information, which they have and doesn't require distribution in physical form.
I'm afraid that for some time we'll continue to see old phones discarded in landfills because there will be no technical information available allowing developers to port open operating systems, drivers and apps to them.