Not just mobile... Huawei also makes really nice laptops and presumably MS/Intel are under the same obligation to sever relations with Huawei. Unless Huawei is going to make a huge retreat we might see a full on effort for a new OS that covers both usecases?
My guess is that they'll probably just sell off / kill off their computer business. It's not a huge money maker for them, and trying to switch people off Windows is super hard.