For sure the ramifications of these are huge, and there's a global treaty against doing these things for a reason. I do think that beyond initial panic, the long term ramifications will be that countries will increasingly focus on building domestic supply chains. We're also seeing geopolitical blocs forming now around G7 and BRICS. This is another line of decoupling of the global economy. Countries within each bloc will have more trust in each other, while they will shun products from the outside.

How are you going to use in the US without access to US based apps that everybody else uses. The reason Huawei ended up having to make HarmonyOS was that it got cut off from using Android and Google store. A phone is a communication device first and foremost. That means you need to be able to plug into the existing ecosystem to use it meaningfully. The US made sure that even if you could get your hands on one, it'll just be a nice paperweight.