It's possible that Google cut off Huawei, if Huawei launch Ark OS.Regarding Ark OS, I'm afraid you guys are too excited that you forget one big guy; the mobile OS's cartel "GOOGLE". Assume Huawei's ban is lift so Google can continue to supply its Android to Huawei, do you think Google is happy seeing Ark OS challenging its near monopoly in mobile OS position? iOS lives in its own world, so we don't care. I remember some years ago Alibaba developed its Aliyun OS and wanted to launch in some model of some hand-phone. I don't remember which one. Google threatened that if the company launch Aliyun on the mobile phone, Google will cut its Android from that company entirely. So what about Huawei's situation today? If I to stand in Google's position, I'd tell Huawei "you better keep the Ark OS in your safe, or this time not the US government but I WILL BAN YOU!"
But remember the following:
1. This will immediately raise a huge anti-trust investigation into Google (in China, Europe and possibly the USA) for blatantly abusing its monopoly.
We're talking billions in fines.
2. Huawei may have already decided that it may never be removed from the Entity List, and once Meng is extradited and convicted in a US court, it's just going to get worse again.
In the medium-term, Huawei know they're always going to be at risk if they continue to rely on Google (or any other US tech), and if there is an ongoing trade war.
Just look at what happened with the US-Japan trade wars previously.
And this trade war is going to be worse because we're seeing a power transition from the USA to China, and which will take 10+ years
So Huawei may have decided that they have no choice but to challenge Google, and create a Huawei/China/Global standard around Ark OS.
And it is feasible to use the vast Chinese market to do this.