SMETs1 meters wont have to be replaced with a SMETs2 in order to re-establish their smart capabilities, probably not even an upgrade. But the adoption and enrolement of SMETs1-using customers into the DCC has been pushed back and back and back because of the slow refinement and supply of SMETs2. It was supposed to be 2018, then early 2019. It's now just... 2019.
The smart money (sorry for the pun) has always rested in waiting for a SMETs2 meter.