If you haven't already do yourself a favor and head over to asymco.com to catch Horace Deidu's multi-post series on "The Economics of Android". Horace and Dan Benjamin discuss the series during this week's Critical Path podcast as well. Horace is a former analyst for Nokia and has been writing Asymco for a few years now. His analysis of the mobile industry and Apple's place within it in particular has been featured in publications such as Bloomberg and Forbes.
I look forward to seeing how these numbers change as Apple is rumored to be dropping some Google services from iOS 6 and as Google's competitors in search take advantage of the open-source Android OS for their own benefit.