The Donald Trump government's ban on any US company from trading with Huawei has seriously affected the Asian giant, since it has been forced to stop selling smartphone with Google services, with all that this implies in addition to not being able to market its telecommunications equipment in many other countries.
Undoubtedly, Samsung has been one of the main beneficiaries, since they have put an important boost to the sales of both smartphones and their mobile network equipment, as well as being an excellent opportunity to vender your processors to Huawei through the semiconductor division.
The latest news related to the consequences of the veto of the American government can be found in the announcement of the company TSMC, a company that has announced that has stopped collaborating with Huawei, so it will no longer manufacture its processors. The logical step by Huawei is to go to Samsung. Unfortunately, that's not a solution either, despite having previously collaborated (Huawei smartphone screens are made by Samsung as are memory chips).
However, the latest news from South Korea suggest that Samsung won't make Huawei's Kirin chips, without specifying what the reasons that have come to the company to make this decision, but we can all imagine them. Nor will you be able to sell them screens or memory chips. It will only be able to continue supplying low and mid-range 5G modems in the future.
The only option left to Huawei, if this news is finally confirmed is turn to MediaTek and Spreadrum. The problem is that these companies are not able to make the chips that Huawei has designed in recent years, since they use older manufacturing processes. Or, Huawei would have to be forced to use the processors that both companies have on the market, slower and less energy efficient processors.
The Chinese government has initiated a long-term plan to strengthen local industries to reduce dependence on foreign companies, since these companies that are not yet ready to manufacture advanced manufacturing processes of 5 and 7 nn. The adaptation process took a long time and it will take them a few years to compete from you to you against Samsung or TSMC.