Yes, unfortunately the disaster in Japan will affect shipments. I don't know if Nintendo uses Toshiba for their internal flash storage, but Toshiba has had to close a factory or two. So any device using Toshiba flash memory will have delays. Also, other factories will be under a lot demand, which might affect Nintendo and others even if they don't use Toshiba. Then there's also seaports, airports, and railways being affected, which affects supply lines both to get raw materials and ship out finished products. Then there's also the electrical outages.
Engadget and CNN both have articles up that I read and took this information/speculation from.