Re: How about Apple's apparent deflation? The surgence of "cloud"?
I cannot help but notice that Huawei has recently threatened Apple (selling Apple-quality phones for about £250, instead of Apple's £500-1000)) and Qualcomm (Huawei refusing to pay royalties to Qualcomm).
Put both gargantuan companies in peril and you can imagine the anti-Huawei lobbying going on in the US. Even Samsung (heavily owned by US investors) is losing ground to Huawei.
The UK is well aligned with Huawei, partially through the strong UK-Hong Kong links and HSBCs enormous revenues from Asia. The British are not going to upset the Chinese and actively seem to like having cheap goods, as opposed to the American model of "pay $1 per day and charge £700 for a smartphone in the US".