It’s happping way to much to be much to be anything else imo. Quite a few people have waited 9 months for no car to turn up and was told 3 months when ordering and often it was with a dealer discount on the ap as well.
So they held on not to lose it and as some AP’s had also risen on other options, since they ordered they didn’t want to cancel and lose out twice. So the dealers think they got you trappped. Personally I’d cancel unless you really set on the car.