I think this chap says it better than I could and he knows a bit more than me about space games.
https://www.youtube.com/watch?v=dJzizYUEF9c;t=19m41s
Would it just be "a secondary friends list with a global chat channel", I doubt it. Adding "global chat" to the P2P network in game which could adversely affect the matchmaking. Or you could get teamspeak and make a website (these both worked pretty well in the games I played in guilds previously).
Then there is the fact it would take dev time away from things that are long overdue, for something that was never part of the plan.
He basically said "Not at first, no guilds" and gave good reasons why. If they add them now like how I mentioned, none of his worries would come true. Mainly because of the P2P instancing it's impossible to blockade systems and create Eve-like super powers. Guilds in this game would be much more limited in their possibilities, but it would be a welcome change for many.
I understand they're maybe worried that a 32+ player guild would have problems all being in the same instance, and how to properly handle that. That's for them to solve, but solutions are possible. Only 8 guild members per instance or something, who knows? I'm not a game designer, but I think Frontier is more than capable of making something great in this area. Global chat shouldn't be a problem, either.
Lastly, your point about dev time being taken away is just entitled nonsense.
Remember, they are a business and if making guilds gives them more business and keeps players playing (and thus faces in front of the paint shop $$$) then it's
very wise for them to implement guilds. They already have our money.
Guilds would keep players playing, lure in new players, and thus lengthening the life of the game for all players. A win-win situation, really.
1-
Guild Player Online List. Similar to Friends list.
2-
Guild Chat. Similar to local chat, but galaxy wide and to all guild members.
3-
Guild Management Menu. Similar to Private group / Friends Management Menu.
4-
Guild Identification. Similar to Powerplay tags or optional addions to commander names.
That's not too much dev time, because the framework for all of those items exist in the game already. It's not like adding guilds is going to cause Frontier to
lose money, so it's really obvious what they should do. Add them!