From my understanding, LDN mentioned Chinese phone manufacturers when speaking of early IP licensing.
this could have something to do with it:
https://www.nytimes.com/2019/01/01/technology/artificial-intelligence-export-restrictions.html
"In August, Congress passed the Export Controls Act of 2018, which added export restrictions to “emerging and foundational technologies.” In mid-November, the Commerce Department, tasked with overseeing the restrictions, published a list of technologies for consideration, including several categories of A.I. like computer vision, speech recognition and natural language understanding."
Ann: Appendix 4C and Quarterly Update, page-101
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