Google apps licenses may not be that big a stick for Huawei. What appears to be happening is that Huawei swaps market shares with the likes of Xiaomi and Oppo/V

Google apps licenses may not be that big a stick for Huawei. What appears to be happening is that Huawei swaps market shares with the likes of Xiaomi and Oppo/Vivo. Huawei gains shares in China and cedes shares outside of China. I was puzzled when Qualcomm reported that its Chinese customers were buying Huawei chips. But it becomes understandable if they segregate the competition by geographic areas. So Huawei gains chip customers from the swap as well.