Real-world web-app development is much different than the ideal of HTML5. jQuery? Just including that puts your mobile web-app at 86KB of JavaScript and you haven't even written a single line of your app's code. Rendering on the client-side with jQuery templates is not anywhere near practical for the majority of web-enabled phones – if not all of them except the iPhone. More than 100-150KB of JS and most phones will…
Also what exactly is your claim on how size is greatly affecting performance? That Android takes a long time to deflate a large zipped javascript file or that it takes a long time to parse a large javascript file or the large javascript libraries are ineffecient? Do you have any evidence on these things?