I guess they would have to come up with alternative to google play marketplace, gmaps, gmail, etc. but it's not really a big deal with the resources they have. Not to mention that the open source equivalent of these apps are serviceable.
1) Without GMS, developers will need to fork their apps and reimplement everything they use Play services for today. That's non-trvial and I suspect a substantial number of developers would not be willing to do this.
2) Even if Huawei developed their own app store, IAP framework, etc, as I understand it the order in the US prevents Huawei from entering into any new business with US companies without a license. So, does that mean that FB, Twitter, et all would be prohibited from listing their apps? I believe so.
True but Hawuei has the resources to actually make great open source alternatives that developers can take advantage of.
>2) Even if Huawei developed their own app store, IAP framework, etc, as I understand it the order in the US prevents Huawei from entering into any new business with US companies without a license. So, does that mean that FB, Twitter, et all would be prohibited from listing their apps? I believe so.
I guess but that's not their business.
They will have to come up with a alternative to Arm due to licensing. A RISC-V chipset developed by a major company is an interesting prospect.
I mean my point is that it is a total show stopper for their business if they cannot have US apps on their store! Good luck selling a £800 Android phone in the UK with no Instagram! Or a $200 one in India with no WhatsApp.
Additionally, Huawei has has done so well because the OS and consumer experience is generally the same across Android, so consumers choose based on hardware. Now Huawei will have to compete not only in hardware (their main advantage), but also in software.