Even the simplest things seem to be hitting delays - I have a lens hood for a 50mm f/1.4 on backorder (the company I work for is a Canon distributor in Australia). At the moment, there is no ETA even on a simple lens hood! As of this morning, when I checked, there were 4 lenses (across the EF-S and EF ranges) and about 30 cameras in stock... not a good prognosis. I was really struck by the fact that there were only 4 lenses in stock!
(Contrast that with over 200 Apple iMacs in stock!)
Yeah, I am very weary of Japanese company's tendency to downplay things and their overly conservative estimation as seen from TEPCO's handling of the nuke plant crisis. Given the fact rolling blackouts are becoming a norm for Eastern Japan (and summer is quickly approaching - imagine the drain on power there), I'm most certainly not placing by bet on lens supply (or prices) normalizing anytime soon.