Thanks to a recent survey by Analyst Katy Huberty of Morgan Stanley, we now have some idea about what the technology industry component suppliers have to say about the iPhone 6. Her trip included a visit to each of these suppliers who shared their point of views for the upcoming iPhone 6 and after this it was concluded by Huberty that there seems to be no major bottleneck for "iPhone 6" components. This clearly shows that Apple is not going to face any problems with the suppliers to match the demand and supply.
The sales of the iPhone are not broken down according to the models so we don’t know how much more or less the iPhone 5s sold in comparison to the iPhone 5 in the last year. But we do know that the total iPhone sales in the December 2013 quarter were up just 6.7 percent year over year, which was a much slower growth rate than the company had seen previously. Suppliers have however indicated that it seems like the iPhone 6 is going to generate a sales growth. According to Huberty, it is most likely that the bill of material for the next iPhone grows out to be $20 to $30 higher than the current iPhone 5s. This change can be explained by an expectation of a larger display and improved camera.
She also added "However, we don't detect any abnormal component pricing pressure from Apple suggesting lower inventory, deprecation, and warranty costs along with the potential for a modest price increase and/or NAND mix change may help digest the higher (bill of materials)."