I don't think this is quite as clear-cut as you say it is.
As well, I think this march is a march fueled by developers, developers who are looking to do what developers are always looking to do: to make developing easier. I don't think it's external pressure fueling this move towards the web, it's developers desire to move towards a more universal/simple platform. If something else had come along before and been able to offer a better "universal runtime" than the web, we'd all be using that. But it didn't, so here we are, taking the path of least resistance.
I actually think its the complete opposite. eg, Facebook, Linkedin
https://www.facebook.com/notes/facebook-engineering/under-th...
http://venturebeat.com/2013/04/17/linkedin-mobile-web-breaku...
They tried web-based apps. They said the experience isn't what people expect as with native.
This is exactly why Firefox OS exists. Because the web had become stagnant on mobile due to a lack of competition.
Your second is demonstrably false - both the Mozilla Foundation and its wholly-owned Corporation have awesome boards of directors, and from my experience (having worked and volunteered for Mozilla for many years) the leadership is extraordinarily sensitive to outside advice and criticism from people outside the organization as well as inside.
Mobile has incredibly high barriers to entry, and breaking into it is not easy nor simple, and is not going to happen overnight. However, moving mobile away from locked-in native platforms and onto open standards is a laudable goal in my opinion, as is making inexpensive, capable devices for the next billion people who are coming online.
Do you think that every vendor purposely downgrades the mobile experience(even vendors like samsung which don't have a reason to favor native vs. web apps)? It doesn't make sense to blame mobile safari, chrome, and ie mobile when google, apple and Microsoft put a lot of resources into their development.
They put far fewer resources into the web on their devices than they do the native sdk. For example, last year Google created "Project Butter" because people were complaining about touch performance on Android. There is no Project Butter for Chrome on Android, even though it has touch responsiveness issues too. Why? Because the former costs them sales of phones and the latter does not.
This is why Firefox OS is important. They are putting all of their resources into making the mobile web better which, hopefully, will lead to a better mobile web on other platforms as well.
No they don't. They might like them cheap, but they also want them good. Good apps sell more.
Treating your customers like they want cheapo bs is not a business model.
Also, companies like Evernote specifically do native apps because they offer a better experience and that leads to happier users, better conversion rates, and ultimately more money.
I don't think there is anything like evidence (in the scientific sense) for either position.
I do think the ratio of free to free+IAP to up-front-purchase apps supports my contention rather than the other--people get what they pay for, and they apparently don't want to pay very much for apps. To my mind, this means they don't want to pay for the development effort required to sustain well-crafted apps (or else they believe the development effort required to be either less than what it really is or else that it's overpriced).
This is of course a generalization; as such there are exceptions.
I don't have good data on this either, but from personal experience here these apps have spread like very quickly through my circle of (iPhone-using) friends:
Square
Instagram
Clear
Snapchat
Letterpress
These apps all have something in common, which is that their creators clearly put a lot of care into their products. Most of them still manage to be free, except for Clear.During the Apple Maps debacle, none of my friends used Google's web app, but many downloaded the native app as soon as it was available.
I really don't understand how you can think that "App consumers aren't interested in well-crafted apps." If you're right, then how do you explain the success of Apple and the developer community surrounding Apple?
Do you yourself value cheap and "disposable" apps more than well-crafted ones?