I don’t think anything coming from china will replace apple and google in the west. The focus is on privacy and openness, and china companies clearly don’t qualify.
I agree, I don't think they'll gain much traction in the west. However, they'll still have access to, and be competitive in, the massive markets of China (of course), south east Asia, Africa, and Latin America. Combined that's over 3.5B+ people.
Suddenly the fog lifts. Now I understand the fascist shenanigans targeting the manufacturer of my crappy mobile phone. Trump administration does Cook's bidding just as it does Zuck's...