I fundamentally disagree with the notion that Android is successful solely due to iPhone exclusivity in the United States.
I also fundamentally disagree with the current narrative of Android versus iOS in the phone market being the end all be all when it comes to the two platforms.
Even if Apple offered fully subsidized iPhones on every carrier worldwide, there would still be tremendous growth with Android due to traditional handset manufacturers adopting Android. I still think consumers purchase their phones widely based on their carrier of choice, and with good Android options, the iPhone is just another super smart phone with a capacitive multitouch display.
I cant help but think that the Tablet market is going to be very difficult for Android. Not because of the quality of Android or the quality of the actual hardware, but the quality of the partnerships to properly market the devices. The carrier subsidy model probably won't work well with tablets, so these are going to be sold online and in big B&M stores. Do HTC and Samsung have the brand recognition or is there just going to be an assortment of random generic tablets at the local Best Buy? On the other hand, if HP would have gotten on the Android or Chrome bus, it could be different.
In this respect I think iPad's market share will more closely resemble iPod rather than iPhone. At the end of the day, one would imagine Apple would be very satisfied with their platform with that development.