The "Cell" processor, the brains of Sony's yet-to-be-released PS3, is having some yield problems. It seems yields are as low as 10-20%. The new production methods for the complex chip still need some refining. Although it would be easy to draw a conclusion that this low yield would have an effect on PS3 availability, it isn't as bad as it may seem.
Reeves' figure is likely to centre on the top-grade chips, so the number of suitably operational PS3-oriented parts coming off the production line is likely to be higher - and will continue to rise, in all probability, as more wafers are completed and the Cell partners continue to refine the process.
It would be improbable that this would have an impact on Sony's price, however. Sony most likely has a contract with IBM for for a fixed price. Will the low yield end up impacting availability? That is something we won't know until further down the road.