The optimistic talk rn is about this secret OS they've worked on for years, the reality is a lot of these companies all had the same idea of cutting Google out for potential profit/data. Nobody's made a move because they can't even get it off the ground to get the profit, it's too late for a new challenger.
The closest thing to this is what happened to ZTE. US questioned ties to Iran, found ZTE lied when questioned and put a ban on them importing Qualcomm chips. They still had access to Android but still fell from the #4 manufacturer to not mentioned at all, all happened within the last 3-4 years. Idk what they do from here and I don't think anyone else can say for sure either, a denial of service like this hasn't been seen before. Like I said before, yeah the war is for 5G but how can Google be barred and not Microsoft and Windows.
I think most OEMS had done at least exploratory work on their own OS. They all end up abandoning it because they come to the same conclusion: the OS means absolutely nothing without services.
What's funny is that this is a problem of their own design. All these companies jumped on the Android train because Google effectively offered them, at worst 90% of the work (let's not forget the old days of Android when every company had their own skin of it) for free. They all could've easily put out a couple of devices using Android, and then done their own thing. Now they've all had a hand in creating and empowering a near unassailable juggernaut.