[masayoshis_son]

It's difficult to imagine Huawei allowing themselves to be forced out of the lucrative international market for mobile devices, especially as they are bound to remain a strong player within China, where Google is irrelevant. Instead, they will now be more inclined to invest in freeing themselves from Google's stranglehold, and be more brazen about as they have not much to lose. In particular, I wonder will this affect Huawei's membership in the "Open Handset Alliance," [1] which (ironically and contrary to its name) is about constraining how its members can release Android devices in exchange for Google's blessing.

Other Chinese manufacturers also seem to have got the message and are pushing with initiatives like the "Global Developer Service Alliance," [2] an app distribution mechanism independent of the Play Store. Although it's too early to say if anything comes out of it this time (similar attemps have failed before), one way or another this will lead to more competition in the long run, which is a welcome development for all the users, regardless if they ever entertained the thought of purchasing a Huawei device.

Separately, the literal reading of Google's statement is also that side-loading Google Apps on top of AOSP or LineageOS should be expected to cease working anytime. So far they have been allowing a way out on a per-device, per-account basis, [3] so it's interesting to see whether they'll be willing to close that loophole now, although it seems to be hardly in Google's interest and contrary to the very purpose of Android.

1. http://www.openhandsetalliance.com/oha_members.html 2. https://www.gdsa.com/en 3. https://lineageos.org/Google-Play-Certification/