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Originally Posted by
addabox 
Component sourcing seems like a stretch, since (according to the rumor at hand) we're just talking about T-Mobile and Sprint compatible radios, which surely are not in short supply.
The Sprint iPhone needs the baseband flashed and the AT&T iPhone needs to have the 1700MHz radio added to the current broadband chip, and perhaps an antenna change. Both seems pretty simple to me.
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I suppose iOS 5 development efforts could be behind schedule, and Apple wants to make that the centerpiece of a modestly improved handset. But presumably you'll be able to upgrade the iPhone 4 anyway, so waiting to ship a 4S until it can come with iOS 5 preinstalled is not that much of a differentiator (although I guess Apple might want to make sure a very slightly improved phone had something to make it seem new, even if that something was available to the "old" handset).
I didn’t want to get to detailed with my previous post but I was thinking of an RFID or some such HW that would automate your connections between your Macs and iDevices to further integrate your ecosystem.
For example, If you are at your desk and logged in your iPhone would no long continue to push emails to the device. That would be shut off because it’s not needed. Also, apps with push notifications could have the option to turn off PSN whilst you’re using your Mac. For instance, using Words with Friends on your Mac means your phone doesn’t need to get a push notification that it’s your turn.
Those are some superficial examples of how Apple’s control of the HW, OS, SW and ecosystem could benefit the user. A more complex example might be switching a FaceTime call from your iPhone to your AppleTV’s display (once it’s updated and we have TV that use that capability) or your Mac.
PS: If they really are going to alter the size of the display they will need an updated SDK and it will take time for devs to submit to the App Store. If this happens at WWDC that time frame between the June announcement and September launch with a new iPhone HW would make since.
PPS: They really need to have multiple WWDCs at the same time or get a much bigger venue. If they had a couple in the US, one in Europe, and one in China or Japan I think they’d sell out easily.