I dunno why the other handset makers didn't see this coming. IMHO they are going to get roasted by Google. The same way the Microsoft roasted their plays-for-sure groupies. They waited for them to produce MP3 players, realized that all the manufacturers were making more money than they were, and decided to build the Zune. (which they still screwed up)
Google are probably sick of the manufacturers that change the OS so that you have 20 different phones all running some version of android that is
slightly different from the next, and they won't do over the air updates, and they put their own crapware on it. They are probably looking at how Apple do it, see that they control the hardware, they control the software, and the experience is better. Users are generally happier (please, I am not trying to start a flame war between who is better between android and iOS).
Also, Google only make money on ad revenue from the phones, they are not making much money anywhere else, so I guess they also want a slice of the 40 Million plus phones that are sold.
Doesn't mean that Google are gonna come in like a white knight? Probably not. They don't have much experience building hardware, hence buying Motorola. However, I'm sorry, but when did you last use a Motorola that wasn't a piece of junk? I don't think this is a great move.
So, I reckon this is just a knee-jerk reaction of "ooh, we need to try the apple thing"
But... I might be wrong