I think probably the latter as you suggested. They have been smashed with demand and caught on the wrong foot with supply and delivery.There must be a lot of eye issues world wide..
The “rumours” are that Covid infection and long Covid can affect eyesight and hearing and if correct that is a little scary in itself.
I think DrKris and myself along with other forum members are keen to order subject to your dealings with the company having a positive outcome. If you receive your glasses and they work then it will be money well spent… Please keep us updated.