Earlier quoted context omitted.
Regarding your first paragraph, all of the Chinese domestic versions of Android have been totally successful without the official Play Store. The manufacturer such as Huawei, zte, oppo, etc installs the Chinese app stores as part of the OS load. What you wrote applies to the English language market.
This is a half truth. You are right in that Chinese companies have succeeded without the Play Store, but for one key reason: Google isn't in China. Literally the only place Android is open is where Google voluntarily isn't keeping it closed.
But I think you know this?