The Nikkei reports Sharp (SHCAY) will ramp LCD production for the iPhone 6 (AAPL -0.1%) as soon as Q2, and that fingerprint sensor and LCD driver chip production for Apple's next-gen flagship has already begun.
The paper adds the iPhone 6 might launch in September (no surprise), and that it will likely be offered in 4.7" and 5.5" models (matches other reports). The WSJ reported in January Apple plans to launch two larger iPhones in 2H14, but added the smaller of the two devices is further along in development.
Pac Crest upgraded Apple earlier this month on iPhone 6 hopes, arguing a larger iPhone could boost Apple's ASP. The firm later stated initial iPhone 6 component orders imply a positive bias to its prior unit forecasts.
Many bulls are predicting the iPhone 6 will help Apple win back share, particularly in European/Asian markets where consumers have strongly embraced large-screen Android phones.
Earlier: Apple reportedly looking to expand sapphire facility