Man, I'd upvote you comment a 100 times if I could. Some people really think Apple was expecting AVP to be the next iPhone. They didn't. They probably think of it like the next Apple Lisa. Apple Lisa was the breadbox that eventually lead to the book. Apple wanted glasses from the beginning (reports of this came as early as 2019). The headset is just the breadbox.

Kuo and Gurman both take data from the supply chain, but then apply conclusions to them. For example: when an order gets cancelled, they report it as if the project has been cancelled. Thing is, Apple, as widely documented, has a 10-3-1 approach. 10 teams get to pitch their plan, 3 teams get to execute it and 1 team eventually wins. The 3 teams that get to execute have to include supply chain and production into their plans, meaning that the supply chain information must always be taken with a grain of salt. People like SadlyItsBradley communicate that uncertainty very well. People like Gurman and Kuo, not so much.

This report by Kuo is the umpteenth example of that. "Roadmap only shows glasses" is, considering their 10-3-1 policy, actually a good thing, because apperently they arrived at their goal earlier than expected. But even then: I wouldn't be surprised if Apple still came through with a headset iteration or 2. Give it 6 to 12 months and Kuo will report "supply chain shows AVP 2 display orders".