They can fork if they don't want to pre-install Google apps. Lots of Chinese phones have alternative app stores.
The allegation is that because of this, anyone looking to fork Android had a very hard time finding good OEMs to make their phones. E.g., maybe the Amazon fire phones would have worked if they could have gotten a Tier 1 OEM to make the phones so they could have put out a better product. But nobody would agree to stop making all of their current Android phones to see (I assume; there is no public version of the decision yet so I'm making up the example).