No way they are doing both an LCD and an OLED product. I don't buy this rumor. They may have ordered all the 10.1" LCDs in existence, but not OLED.
I wonder if the context of the statement is different than what is assumed. I am not sure who the manufacturers are and what they make but what if the meaning here is that Apple has all the screen manufacturers tied up supplying LCDs, that they have not had the time to produce more OLEDs.