The move would mirror Apple's philosophy with the App Store, which has generally been very strict about requiring iOS developers to route in-app payments through iTunes — not even heavyweights like Amazon were left unscathed, which had to tweak its Kindle app to comply. What's odd is that Google has maintained an extraordinarily lackadaisical approach to policing the Market since its inception, so to threaten removal in an effort to establish ecosystem lock-in would be setting a new precedent for the company.
We've reached out to Google for comment.
Update: We've heard back from Google, which was able to provide us with a detailed explanation of what's going on (Reuters claims that Google "declined" to comment). In short, absolutely nothing has changed in Google's terms of service over in-app payments. There are two exceptions to the Google Wallet requirement — physical goods (eBay or Amazon purchases, for instance) and transferable digital goods like books, which explains why Amazon hasn't been required to retool its Android app the same way it's had to do on iOS.
It also seems that Google actively pursuing developers in violation of the policy is not new — a Google spokesman tells us that there have definitely been removals in the past resulting from in-app payment violations — so by all appearances, there is nothing to Reuters' claim whatsoever.