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ICStats said:
Although I think it's possible they air shipped some supply to get more in December, which could reduce available supply in January.

They can't use something not manufactured yet...

They are producing about 200-250k units per week (~1.2m units per month)... so it is not like they can use the January production... they used in December what they produced until Dec 20th (they need ~1.5 week to ship to US).

The units US ar3 getting in early January are produced in late December... and the units produced this week will reach the stores in one or two weeks.

So what they produced from late Dec to mid January will get into stores in January yet.

The same for February and March... Sony won't stop to ship PS4 to stores.