By placing their apps on iOS, and essentially being the best of breed in every category, the long game seems to be to relegate Apple into the realm of the Android OEM. When it comes time for average iOS consumer to replace his phone, if Google have managed to push enough apps on him, he probably cares more about them than iOS. If Google can play it right, they might be able to make choosing a phone choosing your favourite front for Google apps, with no revenue difference either way.
They're not there yet, but it looks like they want to be. If Samsung, Apple, whoever has market share don't move fast, and Google play it right, they could all become fronts for Google's apps. And then the market share just shifts around between the current best front for Google's apps.