Both the dash and the ECU are the sort of specialized, one-off, and complex parts that are often not multiple-sourced so this makes some sense. It also might make sense that some of the existing small Euro markets and perhaps the Canadian production run can be built out of pre-earthquake stock, whereas the US production run, being relatively large, will require new parts, probably from a new supplier.
If this story is true, I wouldn't have high hopes of bikes shipping much earlier than Nov (or whatever date it ends up being). If everything is held up for something like this, the delays are likely supplier setup delays and nothing will ship until the last instant, then everything will ship.
- Mark