I think there are around 25 batches before our batch 1.
If they are shipping 45k chips a day, and that is a big IF, and there are 25 batches before us, what would the delivery time be? (Not sure how many chips in a batch... 10k? )
Then add maybe 5 days for shipping, then add extra days for shipment to board assembly location, and then add a week more for assembly time and delivery if there are no long queues.
Realistically no one in SebastianJu's group buys would see any product until mid to late Sept.
On the other hand, at least Avalon is shipping their product unlike some of the new competition that hasn't delivered anything yet.