Doesn't Google charge OEMs for Android certification and for the Google core apps (Gmail, Maps, Android Marketplace)? That's what I thought they were making money from.
Edit: Ah, yes, the Android documentation says that they're licensed separately:
"Android Market is only licensed to handset manufacturers shipping devices."
"The Google apps for Android, such as YouTube, Google Maps and Navigation, Gmail, and so on are Google properties that are not part of Android, and are licensed separately. Contact android-partnerships@google.com for inquiries related to those apps."
- via http://source.android.com/faqs.html
That still doesn't necessarily mean that they're charging for them, but I strongly suspect they are based on that wording. Does anyone know for sure?