According to Ed Sutherland from Cult of Mac, three out of four Apple's NAND flash memory suppliers are feeling the strain as the company demands storage for its new line of iPhones.

Sutherland cites a research report by analyst Vijay Rakesh from ThinkEquity. Rakesh says that Samsung has set aside its inventory of NAND chips for Apple until April.

Hynix, another supplier, reported softer sales growth for its NAND chips, and Toshiba is having problems supplying customers with 56nm NAND chips. Apple's fourth supplier, Micron, wasn't mentioned in Rakesh's report.

Aside from a new iPhone handset on the way, what does this mean? Higher memory prices, for one. Rakesh said that he expects NAND spot and contract prices to rise.

Many analysts around the time of Apple's Q1 conference call said they had high hopes for a new iPhone during the first half of the year. Some rumors suggest June might be the target date for release.

Time is running out for Toshiba and friends; the high definition format wars are almost over now officially over. HD DVD hasn't found the footing it needed to earn the support of retailers and studios alike, and it seems that Sony's champion, Blu-Ray, is going to win the day.

So what does that mean for Apple users? Several years ago, Apple latched onto Blu-Ray as a format, but aside from an MCE Blu-Ray drive, we still haven't seen HD media used in any of Apple's products. There have been plenty of rumors (aren't there always?), but whether it's because they want to sell HD content in iTunes or for some other reason, a Blu-Ray drive to replace the SuperDrive hasn't happened yet.

Which leaves us wondering: now that we've seemingly got a winner, will Apple step up with the Blu gear? Of course, the MacBook Air doesn't even have a drive, and we're sure Apple would love to have content distributed only through iTunes and Apple TV. But surely consumers still have a need for physical media -- will Apple now take advantage of its early-advocacy position on Blu-Ray and update the hardware?

PC World reports that Toshiba has developed a 1.8-inch 100GB hard drive, suitable for use in portable music devices. Adding a 25% jump over current storage, the new drive is sized perfectly to fit into iPods.

Production should begin next month and the drive itself will be shown at the January Consumer Electronics Show in Las Vegas. The first 1.8" drive developed in 2000 could hold 2GB and cost $740. Today, you can buy an 80GB iPod for about $350.

Got $500 bucks? Need a larger single drive in your shiny new MacBook or MacBook Pro? Care more about battery life than RPMs? Then head over to MacService and they'll hook you up with a large, 4200RPM drive upgrade for a cool $445 (installation and Ground shipping included) or $494 (includes installation and overnight shipping). The shipping costs are there because you have to send your precious portable to them in Santa Clara, CA to have the upgrade done.

Or you could just order a new MacBook/MacBook Pro from Apple and get the 200GB drive option for only $200 more, which is surprisingly inexpensive for an Apple BTO option.

Or you could buy a 200GB 2.5-inch SATA drive yourself and use one of those handy iFixIt guides to do your own installation. But I can't find the drives for sale anywhere. If I had to guess, I'd say they'll street-price for about $300.

Which drive are you getting with these upgrades? Well there are only two manufacturers rolling out 200GB notebook drives that I know of. There's the Toshiba MK2035GSS and the Fujitsu MHV2200BT, so it's one of those. Both utilize perpendicular magnetic recording technology, which is fancy talk for cramming a whole lot of data onto 2 tiny platters. There may be other 200GB that I am just not aware of. It's been known to happen.

Worth it? For some, no doubt. And although I kid about 4200RPM drives being slow, there are several folks who know far more about this kind of thing than I do that swear the technology used on these drives makes them almost as fast, if not faster, than the "standard" 5400RPM notebook drives when it comes down to real world use. 7200RPM may be better, of course, but only the serious pros probably need that for audio and video and such.

How many of you are actually considering or have already ordered a 200GB drive for your MacBook or MacBook Pro? Did/will you BTO from Apple, DIY or ship it off to a service provider?