"Huawei isn't China, it's a Chinese cellphone manufacturer."
Under China communist rule, everything in China is China (government's). Huawei may be a chinese cellphone manufacturer. But if the China government decided that all devices now has to have a tracking app that auto bans Winne the Pooh, Huawei will comply without resistance.
An example would be WeChat vs other encrypted messaging apps. WeChat is under China control. Censorship is applied and specific messages get block every other day. Encrypted messaging app like Whatsapp is straight out blocked in China.
Disclaimer: This is not saying Hauwei would do that on the global version device, but it is saying that China has a lot of control over Hauwei. Like it or not.
Although this whole against Huawei politic isn't really justifiable (as in banned because of source creation), since China always restrict western companies from operating inside China without a China company skin, this might as well be karma toward China.