Ross didn’t give hints as to which firms had applied for licenses. However, the trade ban has conspicuously affected Google more than some companies. Huawei can’t offer new phones with a version of Android using Google apps so long as the blacklisting remains in effect, and its ability to update existing phones will go away when temporary licenses expire. A more permanent license might let Google and Huawei resume their earlier business.
Telecoms might not be so lucky, though. The Huawei ban was largely prompted by concerns that China might push Huawei to spy on Americans through cellular equipment, and the FCC has even proposed banning telecoms from using Huawei hardware if they receive Universal Service Fund money. Those companies that do receive exceptions are most likely to have little to do with telecom infrastructure.