Google doesn't need to stop licensing GMS to OEM's. They simply need to stop giving it away for free and start charging OEM's to license it. And the OEM's that do license it will, of course, pass on the expenses to the consumer and raise the cost of the device. If the EU wants to stop Google from forcing OEM's to install their apps then congratulations you've now put OEM's in a position where they will now pay for GMS licensing and increase phone prices. Ironically, this decision will favor Google as the additional revenue from GMS licensing will allow them to decrease their dependency on search and further diversify their revenue streams. That 5 billion dollar fine will quickly be replenished with EU GMS licensing fees.
>The free distribution of the Android platform, and of Google’s suite of applications, is not only efficient for phone makers and operators—it’s of huge benefit for developers and consumers. If phone makers and mobile network operators couldn’t include our apps on their wide range of devices, it would upset the balance of the Android ecosystem. So far, the Android business model has meant that we haven't had to charge phone makers for our technology, or depend on a tightly controlled distribution model.[1]
>The free distribution of the Android platform, and of Google’s suite of applications, is not only efficient for phone makers and operators—it’s of huge benefit for developers and consumers. If phone makers and mobile network operators couldn’t include our apps on their wide range of devices, it would upset the balance of the Android ecosystem. So far, the Android business model has meant that we haven't had to charge phone makers for our technology, or depend on a tightly controlled distribution model.[1]
https://www.blog.google/around-the-globe/google-europe/andro...