Latest update today:
We'll have a clearer sense of the exact timeline by next week, so we plan on sending another update regarding shipping at that time.
So by say the end of next week (18th worst case) they have a "clearer sense" of the "exact timeline".
So he's not talking about shipping, he's talking about knowing the timeline.
That means absolutely no delivery in December, no doubt about it. Because you don't announce a "timeline" and then ship the same week.
No surprises of course, we all knew this, because they have to get and test the new silicon. They don't even have the new silicon yet, otherwise they'd be crowing about it.