That's a ridiculous statement by the carriers. Why would companies(Apple&Google) like that get into the network infrastructure when it's an astronomical market in itself.
If anything, Google would be more inclined, but I am thinking there really isn't a need in their minds... Networks Infrastructures is a billion $ market that needs to be replenished as technology moves forward years on in. Both Apple & Google are the opposite, they take advantage of the network infrastructure that is present, and make devices, features, functions, OSs, etc. And with LTE infrastructure coming to the states, Google & Apple will be a success yet again, because the mobile market is increasing as data speeds increase. Although, I do think the iPhone will be pushing away the Android market as the iPhone moves to other carriers... So, Android, will not have the spark it is having in years down the road. Apple will win with a better feature-set as usual.
One day, the laptop will be a thing of the past for some(or already is)... LTE from Verizon is a game changer. 😎