If a function is executed at design-time, and creates a TComponent / TControl descendant with a nil owner, the following code in System.Classes will not call InsertComponent:
constructor TComponent.Create(AOwner: TComponent);
begin
FComponentStyle := [csInheritable];
if AOwner <> nil then AOwner.InsertComponent(Self);
end;
As such, our new object will not inherit ComponentState. What happens to conditions that rely on the csDesigning flag for this component?
if csDesigning in ComponentState