The shortages are a drag for sure. In my case, between me on the internet, the LBS' supply resources and parts I have sitting around, the full GRX di2 group set was accumulated between early December and late January. The frame, originally due in December, had an ordering glitch. When the order was resent, the delivery slipped to March, now May.

A buddy ordered a bike from a direct to consumer company in January. April delivery, confirmed three weeks ago when the parts arrived in port, is now June. In his case, it appears to be Shimano short shipping orders - likely to spread the pain and pleasure as equitably as possible - forcing companies to build the oldest orders first.

I was in a LBS a few weeks ago. Across is 5 stores it was one of the largest Trek retailers in the country. 15 lonely bikes in inventory. A woman came in looking for a Mtn. bike. The salesman said they are not taking orders or deposits, predicting a one year lead time.