As the US ramps its trade war with China, Google became one of several companies that said it would limit the software services it provides to Huawei. The aftershocks of that decision could be severe, said Daniel Gleeson, Principal Analyst, Consumer Technology at Ovum. In this podcast episode, recorded May 21, Gleeson discusses Huawei's device business, which shipped about 207 million smartphones outside of China last year. The loss of support from Google for its Android OS and apps means that Huawei "effectively means that it cannot sell any new [Android OS-based] handsets outside of China." That puts a $25 billion business at risk and it had implications for carriers in the US and Europe launching 5G services, too.

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