I don't think it's a matter of hardware. I'm convinced they haven't been able to ship the OS. The freaking SDK hasn't even been released to devs yet. There's a "near final preview" coming next week--but it's limited to select devs. The real thing, beta or preview, should have been out much earlier to all devs.
I can't even imagine if "select" iOS developers were only getting a preview iOS 6 SDK just next week. It would be insanity and there would be no way they could ship the iPhone 5 and iOS 6 by September 21, the targeted release date.
Check out the comments to see how frustrated devs are (and rightly so).:
http://windowsteamblog.com/windows_...k-preview-opens-for-applications-sept-12.aspx