Partially - suppliers can offset that by increasing their cost to do business; but also most contracts in that world are multi-year deals with ranges of minima / maxima for quantity, time etc.

It also means you can customise your product closer to the delivery time. The vast majority of parts are the same between dozens of final variations of the cars. Having low final product inventory, but plenty of parts stockpiled, means if demand shifts between your final variations you can respond to that quickly while also still being resilient to sudden increases in total demand.