iPhone demand may mean component shortages

Analysts are warning of supply shortages should the iPhone "take off" when released.

"Flash is the most possible sector that may face the (shortage) problem, and touch screens are also a niche product, so it might be another concern too," said Merrill Lynch analyst Tony Tseng, who is based in Taipei.

This is a worthwhile read as the article discusses the industry and the competitors to the iPhone as well.

CNN: iPhone demands challenge suppliers