UPDATE - Nintendo says this isn't the case.
Coming from analyst David Gibson...
Nintendo - we downgraded WiiU units by 1m to 7.3m as production is impacted by fire at assembler, company to revise down outlook Oct 24
No word on how this will impact launch. Seems like it'll mostly impact the flow of Wii U units as we head into the new year. Thanks to all that sent this in!