Nah I have feeling this is part of the result of the arm twisting to be allowed to sell to China.

This is a big ask for a shrinking market- with the pressure that the Chinese government is putting on their domestic companies to not buy H20's, I'm not sure how big this is going to be going forward. 5 billion (plus whatever it costs to build these products) is a lot for a market that is probably going to be closed soon.