It's a pretty weird subject: the document that has been mentioned in the press about that requirement doesn't exactly say that Google app are required, it says

It's a pretty weird subject: the document that has been mentioned in the press about that requirement doesn't exactly say that Google app are required, it says that when you do an "Android" it must always comply to Android APIs. Which can be done without Google apps. BTW that agreement still exists even where it was deemed anti-competitive, but in domains where Google isn't a monopoly (like cars). That being said, it's Google. Even you didn't sign anything that says you're not allowed to do Google-less Android, when you launch a non-Google device, Googly devices may just "mysteriously" fall into "oops sorry we are understaffed, we don't have time to handle your requests".