On a tear in China but also coming on strong in Europe, Huawei saw 50 percent growth in smartphone sales in Q1 year over year, while Apple plummeted 30 percent, according to IDC. Samsung didn’t struggle as much, but shipments were still down 8 percent, and that was before the Galaxy Fold debacle.

The scary part? Huawei phones aren’t even sold officially in the U.S. This is largely due to security concerns and reported links between Huawei and the Chinese government. Huawei has denied those claims and is suing the U.S. government. And yet Huawei is thriving anyway.

“Huawei doesn’t necessarily need to have a position in the U.S.,” said Peter Richardson of Counterpoint Research. “Working with the U.S. carriers can be expensive due to the need for extensive testing and then marketing support.”

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