Google is moving as much stuff out of AOSP and into closed-source Google Apps package as possible for a variety of reasons, not least of which is that it gives them increased leverage over manufacturers by increasing the amount of work they'd have to do to make a forked AOSP device competitive with official Android. This helps them prevent hostile forks as well as enforcing things like updates and not too much mucking around with the UI. This only goes so far, especially when it comes to compelling updates of devices already running obsolete versions.
Both Google and the manufacturers have very little leverage in practice over the carriers, who seem to be the usual stopping block in delaying updates for various unspecified "testing" requirements.