My feeling is that this whole silliness will backfire spectacularly! Huawei will develop their own OS. It's hard but not impossible. Who cares if there's buy-in from the entire developer community...nowadays people don't use apps that much anyways. Apps are just another way of consumption. Most apps can probably be replaced with webviews with little lost of functionality. I don't know enough about the technical diffi…
My bet is Huawei will pick up a team or company (lineage team start packing your bags) to move forward with minimal risk. That or partner with a few other b-list manufacturers and create an alternative.
Hell even Google itself is trying to drop Android.