Android 2.2 Platform Highlights | Android Developers " Graphics New APIs for OpenGL ES 2.0, working with YUV image format, and ETC1 for texture compression." That along with app2sd will pave the way for exciting games for android. Droid's hardware supports 2.0 but the OS didn't support it.
Yes, Droid was the first of what I call the 'competitive' Android phones so everything after that should have ES 2.0. We will see a massive spec war fueled by gamers and that will lead to cheaper, more powerful phones.
