I believe these phones are aimed at two market segments: 1. Folks will buy these instead of computers - many of whom don't have computers today. Meaning, thei

I believe these phones are aimed at two market segments: 1. Folks will buy these instead of computers - many of whom don't have computers today. Meaning, their first computer will be a mobile one. 2. Cost-conscious/value-conscious people that would prefer a cheaper new phone over a used used phone (even if slightly cheaper from the perspective of the developed world). So market (1) doesn't really need killer web apps. The apps are already there; the developed world consumes them via PCs, Macs and tablets. Market (2) is interesting, especially if new Androids come down market, but I would not underestimate the impact that latent demand from these mega-markets can have on HTML5 apps, many that btw don't even exist today as native apps because they are more relevant in a developing nation.