@eagle I think the general expectation is no they can’t reasonably do that as it would limit the sizes of B,C,D and by not committing to sizes for those they can adapt and produce more if things are going smoother or fewer if they encounter a major delay. Where I think this likely has the biggest pacts are C and D as things may end up ahead is schedule enough that D and E are essentially the same and in turn they produce 2-3x the number of D originally planned. Conversely C may end up with something unexpectedly difficult about it resulting in fewer units.
As much as I would like to see improved setting of expectations so that they can then be met I think leaving this fluid is quite reasonable and the expectations on this piece were set at “here are the shipping windows for a,b,c,d,e oh and v2(f) is planned with a CPU die shrink at this time as well” and “address confirmation with baseband selection will be an email when it is almost your turn so that it will be current when we are actually shipping your device”.
While they may not be the most precise expectations they allow for acceleration/deceleration as needed without constantly publishing updates and/or missing expectations.