Acording to this article: Sony said that it's possible the company might not make the shipping targets the company had previously laid out due to Blu-ray drive shortages. Gameinformer got this info from a Bloomberg report.
The latest projection was Sony's latest projections set the number of consoles shipped by the end of the year at 2 million for North America and Japan, and 6 million by March 2007.
The odd thing is the day before gameinformer posted this, Gamespot did an interview with SCEA prez Kaz Hirai and Kaz claimed they are no problems producing blu-ray drives.
Either bloomberg has a inaccurate report or Kaz is denying this. At this point I think Bloomberg has their report correct and sony is denying this to the press with sony's history to the press with statements like there is nothing wrong with button on the psp. This statement occured last year and told 3rd parties to deal with it.