Maybe it's meant as a tool to either negotiate better fees or ensure that NI doesn't extort them by raising the fees in the future?But I'm not sure economics have a play in here. Developing a sampler from scratch requires a shitton of resources and lots of manhours... I am not exactly sure that Kontakt Player encoding fees end up costing more than paying for ground-up development of an entirely new thing.
I would just abandon the Kontakt player compatibility and sell regular full Kontakt requiring libraries like other devs do. Or maybe they're keeping the true reasons in form of revolutionary features that really do challenge Kontakt secret till release to give NI the least possible time to catch up?