Why would this cause any change in open source at all? This is already the case for them in China.

For example, if party A wants party B using something S in particular, then S being being made "open source". And/or the accepted meanings&cultures of "open source" (or whatever the actual terminology is) changing, as A and S do their things.

I don't know about open source, but I'd be happy to see more Android phones that don't have Google Play services and suite of surveillance apps. Not going to get that on Huawei phones, but if Huawei starts to de-emphasize the Play Store in the future, devs might start looking to move away from Google Play distribution and towards APK downloads on their own sites.

Let's face it, the "app economy" doesn't exist unless you're on iOS and can count on a paying audience. On Android, your only hope for monetization is a free to play Clash of Clans/Candy Crush clone that's jam-packed with ads, tracking and microtransactions.