Shares of Apple (NASDAQ: AAPL) suppliers Skyworks Solutions (NASDAQ: SWKS) and Cirrus Logic (NASDAQ: CRUS) are flying high after getting an upgrade from Pacific Crest Securities. Analyst Andy Hargreaves believes Cupertino will manufacture “at least” 100 million devices in the second half of 2017, prompting his colleague John Vinh to upgrade the semiconductor specialists to “overweight” from “sector weight.”