There's a real chance that consumer acceptance of the incredible range of Android phones is predicated on their belief that the Android brand makes those phones largely comparable, if not compatible.
So if manufacturers go a more Amazon-ish route with Android in retaliation for Google's buying Motorola, it's entirely possible that consumers may not be willing to follow the smaller outfits. And that would mean a further concentration of sales under the handful of manufacturers that do have some individual pull with consumers (say, HTC and Samsung). Which would only exacerbate the carriers' problem of not-enough-phone-manufacturers-at-each-others-throats.