I remember going to one of the shipyards (I think Vanguard... I can't recall) and watching them make carbon fibre parts. I was rather shocked how labor intensive it is. Maybe not labor intensive is the right word but it just takes a long time to make a single pole or mast.
If I recall you take long sheets of carbon fibre and wrap around a mold and wait a little bit and then cure it. You have to do this like 40 times.
I am probably missing a bunch of details as I was fairly young but I do remember it takes a long time to make carbon fibre parts.
So even if carbon fibre is produced at scale the molding and producing of actual parts probably has to be sped up as well?