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There's also an ~18 month lag time on getting a new Truebeam (source: me trying to buy a new Truebeam).It wouldn’t surprise me if Siemens totally screws up Varian. A lot of people have left and the service guys are really pissed off.
In August, the Siemens Q3 earnings call reported Varian margins down a bit from predicted due to "temporary outbound logistics".
Might get real interesting.
However, at this point, "outbound logistics issues" could mean "Varian has a borderline global monopoly on linacs now and it's hard to keep up with demand due to supply chain hiccups from that pesky pandemic".