May, June, July Rift shipments are not affected at all by the delay.. The delay was only the March and April Customers. I was originally a March 28th customer and got my rift on april 11th.
The component shortage was the Xbox One Controllers and Wireless PC Adapter. Several high ups at Oculus have denied that microsoft is to blame, but a bunch of us on reddit can confirm that the xbox controller components were indeed the reason for the delay. Many users got controllers with small defects, like scuff's and scratches.
Microsoft produces these controllers and adapters at a very slow pace because they dont want to pay for storage and warehouse fees.. Xbox controller sales are a very predictable market, so Microsoft only produces maybe 115% of what they sell. So when the Oculus went on sale and sold 500K units in the first week, this caused a huge problem. The initial batch of xbox one controllers and adapters that was reserved for the Rift, did not materialize and show up on oculus's front door. So now oculus is frantically acquiring these controllers/adapters anywhere they can get them, until Microsoft can ramp up production.
The Xbox PC Wireless adapter had even lower volume, so i'm betting its the main reason. Very few adapters are sold compared to controllers.
With VIVE, they just messed up due to crappy programmers not coding a pre-order system right.