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.

People get into incredible mental contorsions to justify helping one customer who should really be able to find alternatives, over helping 1000+ customers who cannot.

3000y is far too little to do the dev work to bring the software up to par

imo the failure to ramp up production is the unforgivable part