The bigger issue, at least in the US, is that there is a huge lack of supply in the equipment to connect to the grid at the moment. Backlogs are still 1-3 years after order, not terrible but still an issue deploying.

That is definitely not the bigger issue. If we had faster grid tie completions the problem would be even worse. If you don't believe me look at the very nearly daily negative power pricing inany areas of California.

We simply don't have the transmission and storage for significantly more grid tied solar. It's pointless to build more for purposes of grid supply, we need to build transmission and storage first.