Huawei will be unable to recover quickly, analysts said.

“It would be extremely unlikely that they would use their own operating system here in the short term,” said Dario Talmesio, a telecommunications analyst at Ovum, a research and consultancy firm in London. “And that means people with existing Huawei devices will gradually see devices that are reliant on Android deteriorate because they are not able to perform certain upgrades.”

Customers shopping for a handset are unlikely to buy one that doesn’t come with Google’s latest version of Android, apps like Gmail or the Play app store. The drop in demand for Huawei phones could also hurt European carriers that are “very heavily relying on the quality, with fairly low cost, of Chinese devices” to get customers onto the new hyperfast networks that are on the horizon, Mr. Talmesio said.

Huawei’s bottom line could suffer from the loss of sales of its more expensive phones, with their high profit margins, said Steve Tsang, the director of the China Institute at the School of Oriental and African Studies in London. And the diminished prospects in Europe may hinder Huawei’s ability to expand elsewhere.

“Being able to make it in Europe means that it is a lot easier for Huawei to make it in the rest of the world,” Mr. Tsang said. “Success in Europe is significant for Huawei, both in terms of revenue and in terms of future growth.”

To succeed in Europe, Huawei made a sustained effort over nearly two decades to work with network operators and allow governments to test its equipment for security flaws. Huawei first made inroads by providing cheap gear to build phone networks in countries including Britain, Germany, France and Poland. The company became the world’s largest seller of telecom equipment, besting Nokia and Ericsson.

Huawei deepened its reach when it began selling mobile devices, first as low-cost alternatives to a Samsung Galaxy or an Apple iPhone and then with pricier models respected for their technology. Huawei gives carriers and retailers better financial terms than rivals by allowing them to make money from every handset sale. Industry analysts said retailers had an incentive to display and promote Huawei phones.