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> their platform is built for hobbiests and tinkerers

I don't think that's been true for a long time. Their main market is commercial users now - reference what happened with COVID shortages and RPi prioritizing nearly all of their capacity to commercial users, leaving tinkerers with little to no stock.

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I'd imagine that will be for compute module, not the other SKUs ?

When there were shortages and they were rationing, they explicitly stated it was to protect their commercial customers. The shortages were across all SKUs, not limited to compute modules.

I think there's actually a lot of commercial use of the regular boards as well. Plenty of products for which a Pi is sufficiently capable and for which they can use something off-the-shelf rather than developing a custom PCB.

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