I wouldn't worry about them missing the boat. 500k is a drop in the ocean, in terms of the number of kits that will be used globally over the next 12 months.
Remember, the 4 OEMs approached Atomo, needing urgent access to their kits and obviously aware of the level of demand.
They're scaling up their manufacturing facility 4x.
Hopefully kits have begun to move by the time Atomo list but it really comes down to the OEMs going through the correct regulatory procedures and having government backing first.
It sounds like China is the most advanced of the four distributors they're in discussions with.
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