Fremont appears to be struggling with the M3 refresh production in general. Teslike details on his patreon that production numbers are extremely low, to quote, "close to zero," and are about a quarter or less of what the M3 production numbers were last year at this time. They didn't even start production of '24 M3s until 2/6. So those Jan - Feb estimates were total bull, they weren't delivering any customers cars in January.
If you want to see further info, much more than I've detailed here, you can see more here:
Troy Teslike | Patreon