Edit: Their estimate for the new orders comes from the information from the CPU suppliers, which say the same thing. Every time they can get the CPUs, they ship another bunch of phones. See also: https://forums.puri.sm/t/estimate-your-librem-5-shipping/112....
Purism's shipping claims and estimates have been way way off even before there were any supply chain issues. At one point they even lied to be shipping devices, with pictures from the devices "in the wild", when it later turned out to be prototypes given to some employees.
(I am waiting for my Librem 5 too by the way!)
Edit: Their estimate for the new orders comes from the information from the CPU suppliers, which say the same thing. Every time they can get the CPUs, they ship another bunch of phones. See also: https://forums.puri.sm/t/estimate-your-librem-5-shipping/112....