SN has a decent, if not top level article on supply chain woes
. Its worth noting that on the chart showing the past 10 years of smallsats, starlink represents basically all of the "Mini" sats and OweWeb acconts for a significant portion of the "Micro" sats (at least for 2019-2021).
That's actually pretty sad news, but it’s the reality of space still really being pretty unaffordable. Absent the combination of hyper vertical, privately funded, and aggressive spending that we see from SX, everything still costs a lot, and access to space for an aspiring small constellation is still really hard/expensive.
Hopefully—and is the reason I posted in this thread—the small launcher industry can pick up some of the slack and fill a need that SS and even falcon can’t do. There’s definitely a demand between the budget rideshare-to-wherever crowd and the fleet-of-heavies megaconstellations that will be best served by something in the light class Rocket Lab/Firefly/ABL/Relativity/Astra launchers. What remains to be seen is if any of those folks can actually get the price point down to an opportunistic place.