True console VR launch. PSVR was more of an experiment and a beta test
Goertek (Chinese manufacturer) have been tasked with producing 1-2 million VR headsets for launch from a major Japanese console manufacturer. Really only two options here, and it's very unlikely it's Nintendo.
Goertek have also been tasked with producing additional PS5 consoles to help with the production capacity. Yes, there are not enough PS5 units being produced to meet demand right now. This part might be in order to have enough units to sell PS5/PSVR2 bundles.