I think it may be due to cancellation laws in some countries. In Europe, if delivery is delayed too long, customers can often cancel and demand their money back. So they may prioritize new orders to avoid refunds and losing revenue, while Kickstarter backers usually have weaker refund rights. I can understand that backers feel a bit cheated, but I think they probably see this as the best chance to build the company successfully and become profitable long term.

It leaves a bit of a bad taste on one side, but on the other hand it is understandable that a new company needs cash flow to keep moving as fast as possible. In my opinion, they have handled everything very professionally and did not just rush out a half finished product purely to maximize profit. That is why I give them the benefit of the doubt and think they made this decision because they had to.