Re: Stop me if you've heard this one before...
In China, Huawei has a captive market large enough to make a difference. And, despite the smears, it has a proven track record of improving on existing technology, which is one of the reasons, along with the price, that it became such an important provider of networking gear.
It doesn't look like they're currently planning to replace AOSP with their own OS at the moment, but if they did, then creating some kind of joint venture to handle licensing, et al. at arms length, could encourage other manufacturers to give it a go. It's not as if some of the more onerous terms of Google's licences have made too many fans.