All manufacturers hit.
Windows Phone 7 is already starting to sell across the pond, but Euro-fans of Microsoft's new mobile boondogle may still be unable to find a handset. Electronista reports that Orange UK and other carriers have been told to expect only "small quantities" of phones. Every brand, including HTC and Samsung, is apparently running into supply issues.
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An internal Orange email reveals that the problem may be caused by a "manufacturer issue on a world-wide scale". Microsoft UK mobile lead Alex Reeve has confirmed some "challenges with retail stock".
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Odds are, this production stuttering is due the newness of WP7. By the time it launches in the US most of these supply constraints will be fixed. Probably. If not, I don't foresee a very merry Christmas for Microsoft's mobile division.