I think we all tend to forget that Pimax‘ reporting generally is assuming best case scenario‘s, and one/they rarely hit the best case scenario.
That will explain why the numbers for the past don‘t add up - and why the projection they just shared for the ramp up will very likely not happen as described either, but will be slower/with less yield.
Understanding the impatience, I am currently more interested in seeing the first backers report a good standard of quality across the deliveries to prove that the mass production works as intended with a functioning QA. But it does seem likely at this point that the delivery announcement of 90% likelihood that 90% of backers have their headset being shipped from Pimax before Xmas will not be achieved. I would expect something around 60%.