Do apps really sell phones?
One of the big features for the Galaxy S3 was a timed exclusive for Flipboard. Samsung doesnt need to market any apps anymore because that is pretty much assumed it will be equivalent to iPhone, because Samsungs marketing is pretty much dedicated towards showing its better than iOS, so they obviously market the features that makes it stand out over the iPhone. But without Play store and all its apps, you dont think all the joe schmos that buy these would get upset that its lacking this or that app that came out last year for iPhone?
A big part of the Android installed base is still on Gingerbread, supposedly. If they wanted to, they could fork Jelly Bean or stay on JB and just update the hardware and continue developing their proprietary shell and apps.
By that time HTC and some other OEMs may be dead.
Well as i said, Samsung doesnt have the software infrastructure to fork Android, that would require massive data servers and an existing software ecosystem in place, S-voice and air view etc are just simple features, doing one doesnt mean you could do the other
But you have also misinterpreted either the original article from WSJ or read a parroted one from someone who didnt understand it.
Google is paying Samsung, but it has nothing to do with using their services, Google pays all the OEMs and the operators, roughly 40% of the Android ad money is divided up between OEMs and operators. What Samsung wants is a bigger piece of that pie
As for the rest of the OEMs being dead in the future, most of them keep improving their shipment numbers every quarter, companies like LG and Sony have problems within their other divisions so they take losses as a whole but their Android divisions are doing just fine. HTC is really the only one doing poorly wich has then been blown over proportion
If OEMs are smart and launch phones when there is Apple/Samsung fatigue, they can curve out their own piece of the market. LG did it this christmas with Optimus G and Sony did it with Xperia Z (the osbourne effect however brought down Sonys total shipments this quarter)
Thats not including the chinese OEMs like ZTE and Huawei that keep improving in triple digits. The biggest semiconductor company this year was not Qualcomm or Intel, it was chinese Allwinner. Even Samsung is going to be in trouble at the low end eventually