The first executive order, enacted in May last year, barred Huawei from conducting business with any business firm based in the US. This includes Google for Huawei’s Android services, and this will only further push Huawei into creating its own app ecosystem that doesn’t rely on Google Services. This will also continue to hinder sales of its smartphones in Western markets, where lack of Google Services can be a deal-breaker for many consumers.
According to Trump the "threat" continues to pose an unusual and extraordinary threat to the national security, foreign policy, and economy of the United States." For this reason, the national emergency declared on May 15, 2019, must continue in effect beyond May 15, 2020. Therefore, in accordance with section 202(d) of the National Emergencies Act (50 U.S.C. 1622(d)), I am continuing for 1 year the national emergency declared in Executive Order 13873 with respect to securing the information and communications technology and services supply chain."
In March, Huawei announced that its HMS (Huawei Mobile Services) replacement for Google Play Services has reached 400 million active users, and has 1.3 million developers on board. Although there are many alternatives to Google’s core apps like Gmail and Maps, they only substitute the real thing – though it is possible to live with HMS.
Huawei remains barred from its official Android licence, so we only anticipate Huawei will continue to build its egosystem without Google. It becomes more likely that Huawei’s planned replacement for Android called Harmony OS will go ahead.