Certainly looks that way, according to an Australian industry analyst. Obviously he's writing about the current market in Oceania--NZ and Oz--but his obersvatiosn seem to hold true for other markets as well, in that bike supply is fairly centralized on East Asia, Taiwan and the Mainland.
https://www.bicycleretailer.com/opin...l#.YApZ1lT7SUk
Shimano are currently underwater and it's looking increasingly unlikely that we'll see much aftermarket product in secondary markets, like Korea, where I'm based. Thankfully I'm doing okay for chains and cassettes--I have sufficient disposables to last me a while, but it's probably going to be tough going finding replacement parts, not to mention new bikes, for a good year or so more.