Although the lead topic of this post is iPhone 5, this is a really good overview of the current smartphone landscape, at least from the Apple point of view.
And Apple's ability to manage their off-shore supply chain is truly remarkable. So an occasional delay - especially when integrating new technology like their larger 4" display is understandable.
Thanks to Jonny Evans and Computerworld
Apple iPhone 5 faces supply constraints as consumer attitude shifts | Computerworld Blogs