Lets say BFL can ship 300 units per day. For the sake of argument, lets say those units are little singles.
300 x 30GH/s = 9000 GH/s per day shipped.
That means in the last 10 working days, BFL claims to have shipped 90 TH/s.
I see Avalon's batch 2 arriving and the ASICMiner increase in hash rate. I don't see the extra 90TH/s BFL claims to have shipped.

Of course, if any of those units were full sized singles or mini-rigs, there would be even more hash rate.
Clearly, they are not assembling 300 singles per day.