A common misconception is that people think that the Android market from Google is essential and irreplacable. However, I find that there are plenty of ways to replace Android market with something that may work.
The Android market may be fine and essential for people who live in U.S, or at least, many English-speaking regions. However, my experience is that they are a somewhat half-baked solution to non-English speakers. Don't speak English? all you have is a bunch of apps written in some indecipherable language, or some wierd application with machine-translated, cryptic text.
For example, in Korea, there are zero games avaiable on the Android market, and zero paid apps published by the Koreans. Until recently, paid apps weren't even available to the Korean market. Although half of it isn't Google's fault (e.g., in Korea, games are required to have a rating to be sold.), but that doesn't matter. On the other hand, the T-store from SK Telecom (the largest telco in Korea) does have a functioning Android app store which actually provides localized games, localized contents, and applications that are written by real Korean-speaking developers. Since the Korean developers cannot register paid apps in the Android market, they upload the free version on both the T-store and the Android market, and leave a note on the Android market version as something like 'if you want the paid version, search on T-store'.
Now, this is the situation in Korea. Imagine what can happen in China, which may require even more localized content, a potentially huge installment base, and many people who doesn't speak English. If Google fails to provide a localized market, and Baidu does, suddenly Android without Google starts to make sense.