Perhaps, but my point was more that the models are overly simplistic and Apple (and everyone else) will have to do their own calculations to figure out the best approach for their specific products. In nearly every case, due to the supply chain logistics and costs/timescales involved to change it, that is going to be "pay some (or all) of the component / assembled device tariffs and pass on the costs to the consumer". In the short term - until they can at least spin up final assembly in the US - they have zero choice in this; it *has* to be pay the cost of the whole device import tariffs and deal with that as they may. Whether they pass those tariff costs on to the local market impacted by the tariffs or globalise it is another part of that calculation, the math of which also changes every time Trump changes his mind.
Sure, Trump can - and probably will - keep increasing the tariffs. So what? See point above about "until they can at least spin up final assembly in the US"; all they can do about the tariffs until them is eat them or pass them down to the consumer, and in 3.5 years (1.5 if the GOP lose control of Congress who are supposed to be the part of US government that actually sets tariffs), Trump is gone and less tariff-happy heads might prevail. Why spend billions spinning up factories in the US just so you can manufacture $3,500 iPhones, or whatever the estimate is, when you might be able to go back to BAU when that happens and import the things for some acceptable level of fees from somewhere you've already established a huge amount of manufacturing capacity like India or China?
Frankly, it should be painfully obvious that the strategy is "blow smoke up Trump's ass while waiting out the storm and hope for calmer seas", but apparently no one is prepared to tell Trump this (yet), or call his bluff and actually give him what he's asking for - stick the whole 25% (or whatever) directly on the price for US customers and add that mooted Amazon line item - "Tariffs - 25%: $$$". For bonus points, if you can spin up the factory quick enough (probably not an option for Apple), sell the "Made in US" version alongside the "Made in wherever" version, the former with the increased costs from manufacturing *and* cost recovery of building the US factory in the first place, and the latter with tariffs, and let the market decide. I'm guessing not many consumers are going pay the US-made uplift...