Inc is NOT being cut already and supplies are now beginning to ship, but the channels are so dry, it will take a few weeks to fill back up and out of back-orders.
What did change though is the time frame for the new Moto devices. They were moved up over a month early for two reasons:
1. Inc low supplies put a HUGE gap in Verizon's product segment the Inc is sold in. Moto was moved up in case of further delays.
2. Neither Moto device uses an OLED, so no supply problems to worry about. BTW, the reason the shortage exists in the first place is Samsung sucked the capacity up for their own Galaxy line that will use super OLED. Samsung is trying to do a world-wide launch within a two month window.
Due to Samsung scarfing up capacity for themselves, Motorola is positioned well to sell a lot of devices this summer with their two LCD displayed devices. HTC also is set with the EVO, since is also LCD, like the Moto devices.
LCD is being phased out for phones, but the tech is mature, so the technology has huge profit margins due to already bottomed out on the cost curve. Virtually the entire industry is switching to OLED derivatives, but the Samsung issue has created hesitation in the industry. Most manufacturers do not like all of their eggs in one basket- so to speak.