I wonder if this could be related to the antitrust suit. Like you said, they'll have to ship Google Play - and according to that suit that has bundling rules t

I wonder if this could be related to the antitrust suit. Like you said, they'll have to ship Google Play - and according to that suit that has bundling rules that will force them to ship Google's apps and allegedly requires them to be on the home screen etc. They could bring that up as evidence of Google making it impossible to compete with preinstalled Google apps and maybe push their position a bit?