No, it is bad. When you look at the table, you see that the hybrid sold more than 200k units a year ago, so sub-100k supply for OLED this year is without a doubt bad. There are clear shipment problems and they are bigger than initially assumed. November in the USA was down year over year too, so it's not like Nintendo is diverting supply away from Japan to boost overseas sales.
It's becoming increasingly clear that Nintendo calculated with a shipment breakdown of ~10.0m and ~5.6m for fiscal Q3 and Q4, respectively, in order to meet their revised shipment goal. Either that, or something similar to Sony happened to them too. We can see that Sony isn't on track to meet their forecast anymore, a sudden turn of events as in late October they were still sure to make it. Right now there's no choice but to wait until late January to hear from both manufacturers.
Are there any recent articles about supply issues in Japan or otherwise for the Switch?
It would be strange for Nintendo to predict no YoY drop and then not ship anything...
Edit: Nintendo said Japan was 22.3% of sales last year. It sold about 2m, so ~2.3m shipments, leading to ~10m worldwide shipments.
If the same proportion then Switch sells ~1.8m. So ~2.1m shipments, leading to ~9.1m worldwide shipments.
But actually Nintendo says Japan's share decreased to 21.3% and might decrease further. so closer to ~10m worldwide shipments.
Seems to make sense in the end.
If all markets go in the same direction, Yes. Europe seems to go up, Japan seems saturation status begins, Usa seems will follow the same path of last year, in December . Others I don´t know.