It is ridiculously easy to geo-fence these solutions, because the position of the ground stations must be known for the system to work (and spoofing won't be possible because then your signal will get steered to the wrong spot), so SpaceX could still block/reroute people's access even if you're using a region-unlocked ground station from another country. And if smuggling foreign equipment into China becomes common you can bet that location-based censoring will happen instead of equipment ID-based censoring.
It is nearly guaranteed that SpaceX will ask the US government what their official stance is and comply with that. They have a lot of space launch contracts that they don't want to lose.
