Re: So nothing to do with work from home?
It’s definitely chip shortage. Hence why Ford and Volvo for example are offering customers vehicles missing functionality (chips related to driver aids seems a big issue for some reason) with quicker delivery windows or wait for full functionality.
Likewise household appliance makers are making models that were supposed to have WiFi connectivity without that feature - again due to lack of chips.
Anyway chip shortage is old news. Availability of Aluminium is the next crisis for many manufacturers apparently.