Sounds like a good thing for consumers and Android device makers, who will no longer be coerced by Google to install its apps "for free". It's a pretty bad thing for Google in the long term, whose apps will inevitably lose market share.
Although some OEMs will initially "freak out" because they'll think people will stop buying their phones if Gmail doesn't come pre-installed (I find it extremely hard to believe, but I guess anything is possible with some people), eventually they'll likely end-up pre-installing Microsoft or Amazon or whoever else' apps instead - and they will get paid to do it.
Although some OEMs will initially "freak out" because they'll think people will stop buying their phones if Gmail doesn't come pre-installed (I find it extremely hard to believe, but I guess anything is possible with some people), eventually they'll likely end-up pre-installing Microsoft or Amazon or whoever else' apps instead - and they will get paid to do it.