There is no win for Apple from here. CM has announced plans for Samsung and Sony phones, it's a clear sign that they wanted to bully Apple into accepting their terms. On 12/18, Apple will either accept CM's terms, which will hurt their margin, or decline to participate. Apple can't win in this round.
I'm not saying Apple stock is doomed in a longer term. Just for those who have been banking for a CM boost, the game is over. If there is any impact at all, it can only be negative.