OTOH it's also quite clear why Google would not have wanted to gamble on waiting around for somone else to get their act together, especially since it already happened to own the guts of an okay smartphone platform. Not only would a viable #2 have taken an uncertain amount of time to emerge, it could have turned out to be someone quite unfriendly to Google: it would very likely have been MS, after all. And after all (viz. __ka https://news.ycombinator.com/item?id=22287118 ) what other platform owner was ever going to be friendlier to Google search than Google itself?
And let's be frank, by the mid-2000s it wasn't really that bloody hard, from a purely technical point of view, to ship a decent mobile OS running on an adequate hardware platform. It seems pretty clear that in almost all cases, what was most sorely missing was someone with both the power and the taste to make an overall assessment of UX and say "no, this is shit, come back with something acceptable"; maybe to even make a few hirings or acquisitions if necessary to get someone competent on the problem. But this is one facet of one of the most remarkable and slightly strange things in the history of tech. Even by not too long into the '90s it was easy, for anyone with eyes to see, to look at a Macintosh on one side and a VCR blinking 00:00 on the other and see what the future of device UI was. But companies with massive resources and their very future at stake, including firms of impressive competence like Sony and Nokia, couldn't get there. Up to the early iPhone age it seems that the list of companies which could do good work in software-heavy/"smart" UI was roughly:
1) Apple
2) Microsoft, but only when Apple first provided them a detailed model to crib from. Not something to sneer at too much, because others couldn't do it even then
3) Some Mac/PC ISVs who could do good work, but purely in software and only inside the lines of the existing Windows/Mac platforms. (OFC by this time MS itself was effectively a Mac ISV with notions.)
4) Some device or HW startups who flailed around commercially (Danger, NeXT, Be, the set-top-box group at Sun which begat Java http://www.blinkenlights.com/classiccmp/javaorigin.html ...)
See also the iPod, Apple's Digital Hub strategy (Jobs' hope that consumers would buy Macs in order to make their consumer-electronics devices usable), Sony's catastrophic missed opportunity to turn PlayStation into an app and Web-browser platform https://news.ycombinator.com/item?id=22288538 , and the fear other companies felt towards MS even after Apple had been first to a hit smartphone.