We have no idea of sml or a2 plans and use these port records to gauge some guesses on progress. Major Chinese event dates are 618, 11/11, 12/12 and Chinese NY in Feb or even if they will open new markets for IF. But do know that new factory will be ready mid year increasing production volume.

My understanding of GS 59% 2H volume skew means 1H was 41% ?

Years back I remember three months of manufacturing orders for a March delivery to have large customer phoning to delay delivery till April/May sometimes events are out of your control.