A report by the DramExchange.com indicates that Apple's iPod and iPhone could use up to 25% of the world's production of NAND Flash chips this quarter.
This, along with production delays amongst NAND Flash manufacturers could contribute to shortages and rising prices.
NAND Flash supplies and pricing could also affect rumored plans for a NAND-flash based subnotebook from Apple - which was last pinpointed for release in late 2007/early 2008.