Earlier quoted context omitted.
A bit of a first hand experience - my father in law runs a small manufacturing firm in the US. In the past few years they've designed a new hardware item with a Pi at the core. When the supply issues happened, they were concerned about not being able to manufacture the devices. That's a multi million dollar investment at stake not to mention the employees and customers that would be impacted. Luckily they figure out…
If they have a multi million dollar investment at stake and they're not able to pivot to any of the other many SBCs out there then they might just be incompetent. The Pi has nothing particularly special about other than it's well documented and cheap.
Between "retool" and "hobbyist wait" one seems worse.
You may remember car manufacturers had to shut down assembly lines due to chip shortages in the last few years even for non-critical chips. Redesigning around missing components is non trivial though obviously doable