Apple = red herring.
Even worse, there's a huge elephant in the room. The crux of TFA is that fragmentation is the price paid for "the pace of innovation." But the problem is not new releases -- it's the failure of Google's Android Market (app store) to keep up with the needs of the marketplace. This has caused a bunch of carriers, hardware makers, and iTunes-wannabes to create their own app stores -- each with their own requirements and generally making life hell for developers. The reason is that Google's own Android Market was slow to launch internationally (especially to support paid apps), has an infamously poor UX, and -- shocking for a company called Google -- poor search capability.
New hardware and OS releases are generally welcomed by developers. But if you're an Android developer, what's insane is having to support multiple app stores for the SAME hardware and SAME OS -- just because Google didn't bother to support paid apps in Canada until two months ago, for example. And don't even get me started on the joys of trying to make an app for China.
Hey Andy, before you pass off fragmentation as a necessary part of innovation, take a stroll down to the department responsible for creating Android Market and tell them to start innovating to rein in the chaos they've created.