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Could that product be Android or does Huawei use a non-Play store version that is exempted?

That's a very interesting question!

However, it may not be salient. It's allegedly HP computer equipment - https://www.reuters.com/article/uk-huawei-skycom/exclusive-h...

You could try to make a case about Android, but as you posit an open source internationally available source base would be hard to prosecute.

This is surely about hardware.

Android on production smartphones is hardly equivalent to the open source versions of Android available online...

True, but the majority of it is. The customization of Android was done in China anyways, so I'm not sure there is an argument of it being a US export.

License is different than copyright or ownership.

And neither have anything in particular to do with export laws, which are the subject at hand.

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