This is 100% correct. Being upset at Apple here is exactly like publishers whining about ad blockers when they should direct their frustration and anger directly at the ad creators (or themselves) for foolishly abusing their audience.
No, the two are different. Ads are only used for ads. localStorage has lots of uses, tracking users being only one of them. Apple is throwing out the baby with the bath water. Ad blockers merely throw out bath water with varying levels of dirtiness.