Sure: Mainly it means that Apple is struggling with their supply chain, which for a hardware manufacturer isn't great. But since this is a brand new product it doesn't impact current revenues, but it does impact outlook.
No, consciousness is crucial. It's like, as the German media theorist Kittler says, "there is no software". From a certain perspective. A perspective that ignores conscious experience.
They haven't clarified if it's a software or hardware issue yet, so we can't say that for sure.