Taiwan's Business Weekly reports Apple (AAPL -0.4%) has already put in orders for 68M iPhone 6 units. The report follows a May Morgan Stanley note indicating iPhone 6 orders are up 20% relative to 5S orders.
Cirrus Logic (CRUS -1.1%) would benefit from strong iPhone build activity. Orders, of course, can end up being drastically increased or pared back due to end-user demand.
IDC estimates U.S. Mac unit shipments fell 1.7% Y/Y in Q2 to 1.68M. With the U.S. PC market growing 6.9%, Apple's share fell 90 bps to 10% (#4 overall). Revenue share is doubtlessly higher.
Parks Associates estimates Roku accounted for 46% of 2013 U.S streaming set-top (non-pay-TV) sales, and Apple TV 26%. A survey of U.S. broadband households with at least one such set-top found 44% used a Roku box the most, and 26% used Apple TV the most.
The WSJ backs up several other reports (previous) stating TSMC (TSM +2.3%) has begun producing an Apple CPU (likely the A8) using the foundry's cutting-edge 20nm process. More interestingly, the paper reports Apple and TSMC have begun work on testing CPUs to be made using a 16nm process.
TSMC plans to launch a 16nm process (called FinFET+) next year that delivers major performance/power efficiency gains relative to its 20nm process. Digitimes has reported TSMC is working on a version of FinFET+ "tailored to Apple's requirements," as part of its efforts to manufacture Apple's A9 CPU.
Nonetheless, Samsung is still expected to land a portion of Apple's A9 orders, possibly with the help of its upcoming 14nm FinFET process.