This is a reasonable analysis. It will be interesting to see what actually happens in a couple of weeks.Ross Young has a pretty solid record so far when it comes to display rumors so I believe this is something Apple is working on.
The delays, IMO, are likely due to Apple not being able to get enough components to make them in any appreciable quantity (and this applies to a lot more products - like the M2 Macs).
"The Osbourne Effect" is a real concern for Apple because they can't reliably ship their current products, much less the next round of new ones. If Apple announces better an ASD Pro and M2 Macs at WWDC with delivery planned in Q3, people with ASDs and M1 Macs with ship dates into Q3 are just going to cancel and wait for the new models.
At this point, I expect we will have another major "Mac Event" in November when Apple announces the new toys (M2 Macs, ASD Pros, etc.) because by then everyone who was waiting for an ASD / M1 Mac will have them and they will have enough initial warehoused stock of ASDP and M2 Macs to at least prime the channel for the first tranche of buyers (and hopefully more).
WWDC can announce the new Mac Pro and Pro Display XDR because those won't ship till late this year or early next year.
Any predictions for the size, resolution, and refresh rate of the new XDR?