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The Android security updates and major version updates are completely open source. It implies that they don't receive early access to either, so maybe they wouldn't be able to get out security updates on time, but it really doesn't take a whole month to integrate and test those.
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They're also still seemingly going to be receiving updates via Google Play for existing devices. It only sounds like they'll be unable to release new devices with Google Play. It's definitely a huge problem for their international business. Interested to see the retaliation.
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It's a really bad and totally unjustified move. I could definitely see China banning sales of Apple devices and making a similar move against Qualcomm's SoC / radio and other companies. That's not even getting into influence over manufacturing of devices sold internationally.
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They can't actually point to any real backdoors and it sounds more like something the US government would be doing. I'd be more surprised to see a Chinese government backdoor in an international version of a Huawei phone than a US government one, honestly.
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