At the end of January the number of delivered HMDs to backers was 2220 while 1232 were on the way to the overseas warehouses, now we’re at 2824 units on the way to backers directly, around 50% of the ones that left China at the end of January have now also left the forwarder.
Combining this statement with
leads me to the conclusion that the slow shipment of the other 50% around 600 is attributed to delays in other regions.
So most backers who chose the 5K in the EU or US either have tracking or their units already and just a minority, which can only be in the double digits, has to wait for the forwarder to catch up.
Edit: Rewording