I'm speculating that
* the supplier actually delivered a significant number of HUDs to Lucid
* Lucid discovered the artifact problem and started rejecting units.
* They thought they would still have enough for DE
* They built what they could using the best of the delivered units but have run out.
* I am assuming others were completely non-functional, or had much worse artifact problems.
That is a tenable guess about what may be going on.
But, if correct, all the more reason to pay particular attention during final factory inspection to possible warpage in the HUD screen and to inform customers upon delivery that, should their car have the issue, it will be addressed in due course. I mean, honestly, all I had to do was look through the windshield from outside the car to see the screen warpage.
As was demonstrated recently when Nick Twork publicly acknowledged a known problem , its cause, and plans to address it, the statement he put out went miles on this forum to defuse growing owner irritation with the problem and also created buckets of goodwill for such candor.
I have
never seen trying to avoid openly admitting a problem that has already emerged into the light of day do a company any good at all. I was at GE during the infamous rotary compressor fiasco in its Major Appliances business. GE broke with most industry practice at the time by getting on top the problem proactively, warning customers who had not yet seen the problem that it could occur, and assuring them that the company was going to make things right. That whole episode made it into business school case studies as a best practice -- much as Johnson & Johnson's rapid and candid response to the Tylenol deaths in Chicago several years earlier saved that company's reputation.
Lucid had a similar result when some early Lucid Airs started having battery pack failures. Lucid started mining fleet data to detect others cars that were possibly on the way to a problem and contacted those customers to tell them what to expect from Lucid in forestalling or resolving the problem should it occur. It turned early alarm and frustration into widespread customer appreciation for Lucid's proactive response.
This HUD problem is nowhere near as serious as the battery pack failures, and it is not even as serious as the key fob issues. But Lucid has already had a positive response from laying out their plan to address the fob issues which has taken the sting out of the issue for some owners. They should do the same for the HUD issue.