It's not quite the MS case.
There's a huge difference between Android's distribution and Windows in so far as the majority of Android installations are actually skinned versions of the OS that are highly customised by manufacturers and most of them bundle huge amounts of their own apps.
So, basically all that Google would have to do is not require bundling of the their own apps?
Most of them are pretty excellent, especially Gmail and Google Apps etc, so I would imagine a lot of people will download them anyway.
I can see there's an issue for app developers competing against Google, or Apple for that matter on iOS (but it has a far smaller market share in most of Europe - exceptions being Ireland and Britain).