iPod nano back to meeting demand, iPod video takes its place in not meeting demand

iPodNN has collected links from several analysts discussing demand "issues" that have come up recently, originally with the iPod nano and now apparently carrying over into the 5G iPod (video), while the nano has finally recovered. An article from BusinessWeek says that there are indicators that, although Apple has not released official numbers yet, there aren’t enough video iPods to go around such as the fact that there is a backlog of 5-7 days online (whoopdie doo), but also that a backlog in LEDs (of all things) that originally held back the nano from meeting initial demand is now slowly spilling over into video iPods, among other things:

Analyst Vinita Jakhanwal of market-research firm
iSuppli says that component is probably a light-emitting diode
backlight used to brighten the display screen, and she reckons the
constraint has carried over to the video iPod. "They’re going into
iPods, but they’re also going into cell phones," Jakhanwal says. "The
lead times for these backlights has gotten longer in recent weeks."

According to BusinessWeek, it seems that not only LEDs are in short supply, but LCDs too:

Apple has also been looking to qualify a second
supplier for the small liquid crystal display screens that go into the
unit, she says. Apple’s current display supplier for the iPod is
Toshiba-Matsushita Display, a joint venture of Toshiba and Matsushita
Electric Industrial "Adding a second supplier would certainly help meet
demand," she says.

Meanwhile, everybody’s favorite Apple analysts, Piper Jaffray, says that nano sales are bouncing back due to finally being able to meet demand and will probably remain strong.

Is it possible that Apple truly didn’t see the potential demand for their new iPodding devices and didn’t plan accordingly? As much as critics may hate the video iPod, at the very least, the nano has always seemed to be a smash (har har) hit. Part of me (the RDF part of my brain) wants to believe, but I get the feeling that something else odd is at play besides simply underestimating iPod sales. What say you?