In China thr impact will be non-existant since android phones are shipped without gapps. The main impact will be in Europe where Huawei has a strong presence.

I guess that, in the worse case scenario, they will ship sone alternatives services and app store, like in China.

If they would do that with a smooth transition out of google services, I can see this working, as a lot of people don't care about google, as long as the phone works.

Realistically speaking most Google apps I use as my daily driver could work equally well as PWAs instead of native apps and the lack of "integrations" is probably more data protection compliant anyway (because most of them seem to only exist so Google can generate more data from users).

Well, the majority of Android smartphones are by Chinese brands. The exception being Samsung.

Things can change very quickly in that industry.

Google may not be as secure as some believe they are.

They are majority because they offer a good price/quality ratio, where quality includes being integrated with Google services. I would bet if they try to go non-google, it's rather their market share will shrink than users would follow them.

Not in Africa where Chinese devices rule

That's very short sighted. Is there a natural law that prohibits non Americans from making software? In fact cutting the Chinese off will only encourage them to make an alternative to Android.

If Trump really cares about the trade deficit blocking US companies from access to China won't help.