As far as I understand it... the board production company in the US has received the blanks from China, but they went through a whole process where they made a small quantity of EACH BOARD (there's the main driver board, possibly a lighting board, plus over a dozen other boards that mount under the playfield and elsewhere) which they wanted tested and approved before they would begin mass production.
I think what Jack's saying is what's coming in currently are quantities of single boards - ie. one board might be the middle of the Yellow Brick Road - but not complete sets of final production boards.
It's like you're producing a deck of cards, and all you've got so far are the diamonds and clubs, but you're waiting on the spades and hearts.