Pretty much. Much larger products are also more likely to not use an SBC in the first place, so naturally the majority of the products needing Pis urgently are

Pretty much. Much larger products are also more likely to not use an SBC in the first place, so naturally the majority of the products needing Pis urgently are in that smaller range. Of course you also have large companies making low-volume products using Pis, where I guess one could argue more that those companies should be able to take the hit of temporarily not being able to make as many as they'd like. But for smaller companies without large buffers or other business, its a big problem. I'd be curious to what degree they've looked into the exact cases when deciding who to support.