Alternatively, the elephant in the room I'm surprised no one wants to talk about: the vibe coding is catching up with them.
But as it stands, the more likely reason is capacity crunch caused by a chips shortage and demand heavily outpacing supply. You vibe coding reason is based on as much vibes as their code probably is.
I recently vibe-translated a simple project from Javascript to C, where Javascript was producing 30fps, and the first C version produced 1 frame every 20 seconds. After some time trying to get the AI to optimize it, I arrived at 1fps from the C project. Not a win, but the AI did produce working C code.
I have no doubt that if I had done this myself (which I will do soon), with the appropriate level of care, it would have been 30fps or more.