American companies have begun to respond to the US government's decision to blacklist Huawei due to a threat to national security.

From now on, Google will supply only open source software to the Chinese manufacturer, Reuters reports. Huawei will be able to install Google's Android operating system on its smartphones, but users will not receive its updates. They will also not be able to use Google Maps, Gmail, etc. services. The question of which Google services the search engine will deny access to owners of Huawei smartphones is still being discussed by the American corporation, writes Reuters.

Those who managed to buy Huawei smartphones before this announcement will be able to download applications and install updates, Google has officially assured. Google follows the law and analyzes the consequences, a representative of the search engine told Vedomosti.

Huawei said it will continue to provide security updates and after-sales services to all existing Huawei and Honor smartphones and tablets that are already in use or in stock in stores.

The loss of Google's ecosystem will likely threaten Huawei's smartphone sales outside China, says independent analyst Richard Windsor, quoted by the FT.

Huawei in the first quarter occupied 18.9% of the global smartphone market in units, according to IDC. Huawei does not disclose how much it earns from smartphone sales. Last year, the Chinese company reported that the consumer segment of its business accounted for 48% of revenue, or 346.2 billion yuan ($51.4 billion) of 721.2 billion yuan ($107.1 billion).

Huawei's problems will not be limited to reducing the functionality of Android: Bloomberg reported that Intel, Qualcomm, Xilinx and Broadcom refused to supply Huawei with their products, in particular chipsets - chipsets for smartphones. A Xilinx spokesperson says the company is aware of the US Commerce Department's order against Huawei and is cooperating with authorities. Representatives from Quаcomm, Intel and Broadcom did not respond to Vedomosti’s requests.

Japan's Nikkei reported on Monday that Germany's Infineon Technologies had also stopped supplying Huawei due to the US ban, sending its shares down about 4% on Monday morning. An Infineon spokesman said U.S. restrictions do not apply to most of the products it supplies to Huawei, but indicated the company may adjust its international supply chain.

Huawei is heavily dependent on American semiconductors, and the lack of these components could cause serious harm to the company, says Rosenblatt Securities analyst Ryan Kunz: the US ban could force China to delay the deployment of fifth-generation networks, which, in turn, will create problems for many large semiconductor suppliers.

A Huawei spokesman says the stock of chips and other critical components will last at least three months. Bloomberg writes that the company has been preparing for this scenario since at least mid-2018. Huawei executives are confident that the company has become a pawn in the US-China trade war, and hope that Huawei will be able to continue cooperation with American suppliers once an agreement is reached.

Washington has long seen the Chinese company as a possible threat to national security, in particular, it suspects it of cyber espionage. Therefore, the United States prohibits the use of its equipment for core networks and urges its allies to also refuse it when deploying fifth-generation networks. In mid-May, US President Donald Trump signed an executive order on protecting communications networks, which effectively prohibits US companies from using any Huawei telecommunications equipment. In addition, the US Department of Commerce has blacklisted Huawei and its subsidiaries. This means they cannot buy parts and components from American manufacturers without U.S. government approval.

Huawei users may be left without Google services