"Google's smartphone middleware, will soon look attractive only for budget vendors selling into fast-growing emerging markets."
If you consider the United States an emerging market, I would agree with that statement, but obviously its not. A new iphone like that isn't the savior to kick android out of the US. It was a move by apple to actually catch up to android with most of what they did. Apple doesn't have such a huge lead in the States anymore, and its because samsung,htc,lg, and moto are consistently producing high quality handsets that people want. Iphones still don't look all that attractive to me, and that speaks for a big portion of the 51.7% of the smartphone users in the country. (They have android.)