> They can offer a hardware device.

As someone who worked at a company that tried to do this, years ago, that's hilariously laughable, and either you're just incredibly unaware of what that sort of thing takes, or you're arguing in bad faith.

And if you think SPAs or regular websites on mobile Safari can give you the same experience and hardware access as a native app, I'm not sure what to tell you.

> They can make an android app compelling enough to convert users.

Sure, right, now you're just spouting fantasy stories. (And I say this as an Android user.)