All my points are my thoughts on the issue, so no, I do not have any evidence whatsoever.
I'm just saying that a SoC design would have been decided way before it is released. Waiting for an Ax design to be finalised before re-working it for Mx would not be fast.
The reason why I said the larger SoC are due to TSMC is because the A14, being the largest volume based on new 5nm would take precedence, following by lower volume M1, and even lower volume M1 Pro/Max/Ultra. From a risks angle, it makes sense to stagger the rollout. I would think the M1 Pro/Max/Ultra is ready to go when the M1 is released. With larger dies, defect rate would likely be higher.
As for M2, I'm not sure if TSMC increase fab capacity for 5nm, but I think it is unlikely for them to increase by much? So the M2 is likely facing the same constraint as the M1.
I think the M3 variants are already done and dusted. Apple is likely already working on finalising design for M4 now for next year's release.