Yes, I have little doubt that this isn't really the planned product schedule. I definitely think Apple has seen unexpected problems during negotiations of rights holders for a new Apple TV / "iTV" at the very least. Tim Cook has been watering out these words and I think it's a mistake; what happened to just "We can't comment on unreleased products"? Underpromise and overdeliver!
As for the Cinema display, it would seem like even if Apple released a Thunderbolt 2 4K display today, that train would already have left the station, but I think they are refusing to update it with a 4K TN panel and waiting for IPS to get more affordable first. At least to me, Apple are synonymous with IPS. And at this point, I don't think there are any 4K IPS panel on the market for a reasonable price (similar to the price of a Cinema display). I think they want that to happen first, and when the profit margins are decent, things will start moving.