[asadotzler]

It's quite normal because they do have inventory problems because component suppliers are stretched ridiculously thin. Apple, the master of one of the biggest tech hardware supply chains in the world, couldn't get Sony to step up beyond 1M display panels in year one of Vision Pro component production. Now with RAM being not just expensive, but hard to come by, those problems are exacerbated beyond the challenges of the niche display panels that have no market outside of these HMDs. When BOE, Sony Semi, Samsung and SeeYa have maxed their factory space making simple displays that sell at scale, they're not in a hurry to devote precious production lines to niche panels with terrible yields.