Google Play Services
If you've been following Google IO, you'll notice that Google Play Services has added a ton of new APIs... many of which don't seem Google specific per se (ie, activity recognition, geofencing, etc).
Many of these APIs would be appropriate in the Android SDK proper (not sure if any/many backend services are involved here).
Rehashing a previous point: this creates a dependance in Android on Google, as they are creating a superset of defacto standard APIs that require Google services to be on the device. Obviously, this is a good thing for Google.
This is also a positive note for developers: Google can extend the platform SDK without a dependance on the manufacturer releasing an OS update. The developers can count on the API calls being there across all platforms (that support Google Play).
The losers here? Amazon and anyone else wanting to fork Android. I'm looking at you, Samsung.