While the Trump administration’s ban on Huawei is causing trouble for the smartphone maker and the U.S. companies it does business with, Apple (AAPL) might be able to steal a win from the move. According to UBS analysts Timothy Arcuri and Munjal Shah, Apple has a chance to gain smartphone market share at Huawei’s expense.

That would be a big benefit to Apple, which, according to data from FactSet, is expecting a steep drop in revenue as a result of the ongoing trade war between the U.S. and China.

“Apple is clearly at risk of losing share in China, but there is likely some Huawei share to potentially gain in the U.S. or Europe, in our view,” Arcuri and Shah wrote.

Without the support of U.S. tech expertise including chips and Google’s Android operating system, Huawei may not be able to meet user demand for smartphones in regions including Europe where the company is popular with consumers. What’s more, the U.S. government’s insistence that Huawei is a security threat could make customers less willing to pay up for the company’s devices.

And that could mean more people buying Apple’s products.

Huawei on the outs

Under the government’s current rules, U.S. businesses are forbidden from working with Huawei, due to the Trump administration’s claim that the company poses a threat to U.S. national security. According to officials, Huawei’s close relationship with China’s Communist Party and military—its founder and CEO Ren Zhengfei was a member of China’s People’s Liberation Army—makes it the perfect tool for spying on U.S. citizens and government entities.

The U.S. had already instituted a ban on government employees using Huawei devices—which the company is fighting in court—when the Trump administration put its blanket ban into effect.

Huawei is certain to face serious issues if the U.S. government upholds its ban, as the company relies on components and software produced by U.S. businesses to build its smartphones and other devices. But the biggest hit could come if Google revokes its Android platform support for Huawei’s handsets.

Google’s (GOOG, GOOGL) Android is the go-to operating system for smartphone makers around the world, and behind Samsung, Huawei is the most prominent smartphone manufacturer that uses Android. If Google killed support for the company’s handsets, it would mean users would be unable to do things like access Google’s Play Store to download apps. Users would then have to turn to third-party app stores, which are lousy with malware and spyware.

Shortly after the Trump administration announced its Huawei ban on May 15, Google cut off Huawei devices from any future Android updates. The administration, however, announced a 90-day reprieve so that companies that work with Huawei could sort out the logistics of cutting ties. During that time, Google will continue to support Huawei’s smartphones.