- Supply-chain sources tell Taiwan's Economic Daily News (hit-and-miss with product launch reports) a 4.7" iPhone 6 (AAPL) will arrive in August (a month earlier than expected), and that a 5.5" or 5.6" model will launch in September. The paper adds 80M iPhone 6 units will be produced this year.
- There have been plenty of reports stating Apple plans to launch 4.7" and 5.5" iPhones, with some adding the latter will arrive later than the former. There have also been reports stating Apple is looking to charge a premium for a bigger iPhone. The Street has been enthusiastic about the potential of the phones to win back share lost to large-screen Android devices.
- iPhone audio codec/amplifier supplier Cirrus Logic (CRUS), believed to get over 2/3 of its sales from Apple, could benefit if the rumored launch schedule is accurate.
- Earlier: Video appears to confirm Apple-Beats
at CNBC.com (Fri, 12:52PM)