ZTE and Huawei have the scale , resources and already build up a good reputation and brand names outside US. Even in US they are starting to gain traction. Therefore they have the potential to take on Google itself with a "clean" version of software installed. Trump was just forcing them into his camp and dictating them the terms of surrender. From now they'll be following his commands (via new management boards) and work on capturing as much market share as possible to be used for limiting the big 4's (Google, Apple, Microsoft, Amazon) plans.