Here's the South China Morning Post:
"As far as overseas markets go, this move just turned Huawei's upcoming phones into paperweights," said Bryan Ma, vice-president of client devices research at IDC Asia-Pacific. "The phones won't be very useful any more without Google apps on them, and other apps will be unable to call on Google Play services."
Though Google has temporarily reversed this decision after the White House temporarily eased restrictions, that delay will only last 90 days. Though Huawei has already started building its own operating system, losing access to Android would make Huawei phones significantly less attractive to consumers.
This could be a huge boon for Samsung, the largest player in the global smartphone market, and even smaller Chinese firms like Xaomi stand to benefit, according to analysts. Huawei's shipments exploded 50% YoY during Q1, capping off a period of torrid growth for the company's smartphone business that saw it usurp the global No. 2 spot from Apple.
But it could soon surrender much of this advance. One student in Singapore said Google's decision to cut ties with Huawei made him think twice about buying a new Huawei phone.