Cant have Air with better SoC than Pro.
Can. M2 Air was introduced 6/6/22, M2 Pro/Max was introduced 1/17/23.
That said, this is very suboptimal from a marketing perspective, so it's clearly desirable to have Pro/Max out before Air.
Also use Air to get rid of M3 stock. M3 probably too hot to fit in iPad plus need new AI marketed chip. Plus wouldnt want to keep M3 in production for so long. M4 iPad Pro might have longer cycle than Air.
M3 is definitely not too hot for the iPad. It is strictly better in performance/power than the M2. The lack of doubled INT8 performance in the NPU might be a factor. It's true that at this point they clearly benefit from shifting to N3E ASAP.
I think they originally had planned to release M3 for everything. Half way in they realize either 3nm B is worse than anticipated or 3nm E is better than anticipated. They decide to cut B short and only for highest moving products (MBPs) since they were constrained with contracts to TSMC.
N3B hit its targets well, despite persistent early rumors to the contrary. However N3E is clearly outperforming - it was expected to ship in volume in H2, and yet here we are already.
It is extremely unlikely that Apple is constrained by contracts to stick with N3B over N3E. There's likely very little advantage to TSMC in such an arrangement, and Apple definitely had the whip hand in negotiations over N3B as nobody else wanted any part of it.
Then it turns out things are moving slower than they had hoped for. They release it on more models (iMac and Air) to get rid of more M3 stock.
Combine this with the need to up the game on AI marketing and that they have to update the desktops… and we’ll get new desktops next month and new MBPs either at the same time or shortly after.
Air and iMac will not get M4.
I doubt the sales are all that surprising to them, or having much of an impact on their strategy, which plays out over a somewhat longer period of time typically.
Your conclusions about the Air and iMac are plausible, but I would not bet on them. Really, I wouldn't bet in either direction.