I feel we don't have these data yet. What we do have is repair statistics for cell phones, where battery replacement accounts for 22% (in the US) of a $18.5B market. https://worldmetrics.org/cell-phone-repair-statistics/

My previous phone was refurbished and was great in all ways except for battery life. I have now bought a new phone that I wouldn't have bought if batteries were replaceable.

Having said that, I do like having waterproof phones, and I expect this rule would make that harder.