Google services is out-of-option in China. Google Play Services may quickly contributed to the fragmentation of Andorids in near future as another factor.
In certain ways Google Play Services make Android even more fragmented than it already is, by lifting key components out of the operating system itself and into the Play Services bolt-on. This is certainly true if you count devices like the Kindle - which don't have Play Services - as Android devices (and conversely less true if you don't).
While the decoupled Google apps are nice for end users, they don't change that much for developers.
I'd rather be free to use 3+ features such as the holo theme, actionbar, fragments, without compatibility libraries, 4+ features such as transitions, the new roboto fonts, updated json libraries, accessibility, etc. instead of the new maps view and GCM.