Huawei's phones in China are still affected Google's revocation of the Android license. Think security patch updates and platform betas - those still matter to Chinese Android phones.
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From Google, they mostly only lose the 30 day early access to AOSP security updates and it really doesn't take 30 days to make a build with those and thoroughly test it. Being cut off from driver and firmware updates from companies adhering to this policy is a bigger problem.
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I don't know how many phones they have with a Snapdragon SoC or a Qualcomm baseband, but I don't know how they would get updates for those. The same thing applies to other components like Qualcomm Atheros or Broadcom Wi-Fi. There are lots of components with firmware updates.
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The worst case scenario for security updates in AOSP code is being delayed by 30 days, but it would really be on them if it actually takes them 30 days to do what should take 3 days at most. Google has already implemented / tested the patches when they give them to vendors early.
So, they need to build, and run through the VTS / CTS along with a bunch of other testing. For unlocked devices without carrier nonsense, a couple days or at most a week is really more than a enough to deal with it, especially with a proper team dedicated to dealing with this.
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