Wow: the DoJ's antitrust enforcers are "
set to propose that Google uncouple its Android smartphone operating system from its other products, including search and its Google Play mobile app store," according to
Bloomberg.
The DoJ has reportedly also "pulled back from a more severe option that would have forced Google to sell off Android," but forcing the company to stop bundling GMS would still be huge.
Details are sparse on what exactly this would mean. Notably, device makers can technically already ship Android without GMS (it's just AOSP in that case). However, if they want the Play Store and Play Services (which they do because that's where all the apps/useful APIs are), then they currently have to bundle Chrome, Google Search, and other Google apps as well.
The EU already put an end to the forced bundling of Google Search and Chrome, which is why there's a separate GMS license for EEA launches. But that hasn't happened in the U.S. yet, which is possibly what the DoJ wants to see happen.