Is Panasonic rethinking high-end full frame mirrorless line-up? The missing cameras of 2023/24

The S1H Mark II, and the other new S1 cameras should be here by now. Interestingly the Leica SL3 has arrived already. This is a camera that is engineered by Panasonic with Leica, and very much Panasonic in terms of electronics and firmware. The S1R Mark II has not come along with it. Instead Panasonic have given us two lower-end cameras, the S5 Mark II and S9.

What could be going on at Panasonic?