Maybe you're both right? I do think there's a different type of competition here. Apple has their own mapping app as a hygiene feature of their platform, whereas Google is building out Google Maps as a platform of itself.
I'm sure Apple would love it if you used Maps so much that it created ecosystem locking, but I doubt Apple is too upset that you downloaded Google Maps on your iPhone.
Uhh, it 100% is. The fact that I don't use Google Maps and use Apple Maps instead means that it's in direct competition.