Massive battery shortage due to Sony recalls

The recall and replacement of millions of Sony batteries is causing an unprecedented shortage of this product. Sanyo, the biggest manufacturer of Lithium cells (Sony is number 2) cannot raise the supply up to the demand, hence an unavoidable increase of the prices, around 15%. Alltogether, close to 43 millions modules will have to be replaced on the very short term.
It is not known yet what the effect of this shortage will be on the replacement delays and on the new laptops market.
However, Apple should not be concerned with its MacBook and MacBook Pro given that these use Lithium Polymer batteries, which are of another kind and more performant.
PS: Sony recalled yesterday 300,000 batteries from its own laptops.