The moral difference is FRAND. If these weren't I'd say that morally they could block shipment or ask such fees (there is another moral argument to be made against the patent system, but the one about FRAND is even more fundamental).
Companies know that they may have to pay the piper on patents, but there's a belief that on FRAND patents they will be very reasonable rates. Google is basically saying that you can't trust us or our partners.
It seems to me that, at worst, Google is saying you can't trust us or our partners... if you sue us. That doesn't seem at all surprising or unexpected.
Companies know that they may have to pay the piper on patents, but there's a belief that on FRAND patents they will be very reasonable rates. Google is basically saying that you can't trust us or our partners.