> Cook realized that his board or shareholders would fire him for getting Apple locked out the Chinese market (both for sales but also for the manufacturing). Not an easy position to be in.

They could conceivably diversify their manufacturing base, but that's a longer term strategy. Given Apple's reputation for control, it's conceivable that they're not as dependent on the Shenzhen ecosystem as your typical manufacturer. It doesn't have to be domestic US production, just not China.