The wisdom of the crowd can be substantial in supply chain. That is to say, for non-trivial projects, selecting any kind of component which may not be immediately available in arbitrary quantities represents a huge project risk. The numbers currently available in China show that the chips' position in the market is too early days / small volume to be considered a viable development target given the fact that the world center of electronics production is yet to see enough aggregate demand to stock more than a handful.
Now if you want to develop against a chip on a 10 year outlook, go for it. But if you want to get work done this week, or this month, or even this year, I'd argue that the distribution is too premature to make that a smart decision.
Now if you want to develop against a chip on a 10 year outlook, go for it. But if you want to get work done this week, or this month, or even this year, I'd argue that the distribution is too premature to make that a smart decision.