The U.S. market is not their only market. And the 10 % U.S. tariff also affects competition. And the China-U.S. tariff affects some of the competition more badly.
"WASHINGTON (Reuters) - U.S. consumer confidence slumped to a nearly five-year low in April as growing concerns over tariffs weighed on the economic outlook."
It will be interesting to see what Nikon's quarterly financials look like. In a recent press release they mentioned "underperformance of sales compared to plan in the Imaging Products and Digital Manufacturing Businesses."