Apple’s customers upgrade cycle to iPhone 6 plus will help many semiconductor companies. The key suppliers are in the article below -
"the biggest winders are Avago, SkyWorks and NXP, who have seen component content for the iPhone 6 increase by 30 to 90 percent compared to the iPhone 5S. Qualcomm also gains more carrier aggregation, and the NAND boost to 128GB "
The 64 bit A8 processor is the secret sauce giving the iPhone its battery and operation performance.
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