It always raises questions when a company with a dominant market share threatens to withhold access to its product because a company is making an alliance with another company. In certain cases, this is the quintessential example of anti-competitive behavior. If MS told computer makers that they couldn't install windows in their computers if they also manufactured Android phones, for example, there would be no question about the illegality of this. It doesn't matter whether you describe Acer, Asus, etc. as "partners" or not.
Having said that, though, that doesn't appear to be quite what's going on here. Except in this case, Google has freely permitted manufacturers using Android to also use other OSes. Although I'm sure it wasn't thrilled by the experience, it didn't object to Amazon's KFs, either. All of this suggests that Google is more concerned about something other than quashing competitors.
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