Google's Huawei ban, how will this hit Huawei, since Android is open source?

So, with the latest news of Google blocking Huawei from Android updates , what does this actually mean? Since Android is open source (via AOSP ), Huawei should be perfectly able to continue using Android, and even create their own derivative from it, as the article says. The only thing that Google could do, is disallowed their Apps suite, with the Play Store (as again per the article). But Huawei should be in a strong enough position to build their own app store and provide their own apps. (Could they use Open GApps ?) In the end, this will force Huawei into a position as a strong competitor to Google, especially, but not exclusively, in their China home market. **So, how should this ban actually hurt Huawei?** Notes: - To keep this question focused on Android, I explicitly exclude the use of what Huawei calls their "Backup OS", but just focus on which parts of Android could be "banned". - Also, I would expect answers to apply to any Android phone manufacturer, not Huawei specifically (Or is there something special about Android on Huawei devices I did miss?)