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No harm in waiting a few more weeks. Nobody is going to predict they won't do a bump when there are Kaby Lake updates available that fit the current 5K iMac configurations perfectly.
It's possible there have been no rumors because the official word from on high of "pro" iMac configurations to come later this year took the wind out of the sails of the usual "analysts" who would have been predicting a refresh for the iMacs.
Also note that you can put 64 GB memory into the current 5K iMac -- just BTO at 8 GB, save the $600 you would have spent for 32 GB from Apple and instead use it toward the $1000 you'll need for the 64 GB.
EDIT: Another complicating factor is the possibility/probability that the new "pro" iMac configurations will feature USB-C/Thunderbolt 3 and a Touch Bar keyboard. I don't know how that fits into this logic and timing. I don't really see them sitting on it (the Touch bar keyboard) for long once it is ready -- so it's possible the new "pro" iMac configurations will be Kaby Lake with new GPUs and a Touch Bar keyboard, coming this Fall. That would argue against a refresh now.
Here is a link to the ai thread on this story:
Rayz2016 said:davidmalcolm said:My question is, what changed? ...
I can only guess, but I think they would have realised they had a problem with thermals when they tested the existing case with the next chipset they received from Intel. This would have been quite some time ago.
This announcement has come, I think, because they've had some sort of breakthrough, and they want to use it in machines next year. I'm thinking that they are looking at some sort of internal bus that will make it easier for them to build the machine as separate, easily-cooled modules. That's my guess anyway.
I like your "some sort of breakthrough" optimism, but it seems far more likely that this is simply the result of Schiller and Federighi being sick and tired of being asked about the Mac Pro. With the added bonus of being able to start the hype train for the Late 2017 iMac Pro. Same basic form factor but TB3/USB-C. I'd also bet on integration with iPad Pro tablets being featured in that event. The timing (September?) maybe suggests Coffee Lake, which would also support the idea of a "Pro" iMac.
The design question on "modules" is how they will fit together. People upthread who seem to think "modular" means a return to the box concept are probably mistaken. More likely it is a "rethinking" of the current approach -- they are not abandoning the vision of a core component at the center of a Thunderbolt system. They are just going to "architect" it in a way that allows it to be regularly upgraded BY APPLE: Schiller says, "we want to architect it so that WE can keep it fresh with regular improvements" ... "to do something that can be supported for a long time with customers with updates and upgrades throughout the years." ... "The current Mac Pro, as we’ve said a few times, was constrained thermally and it restricted OUR ability to upgrade it."
The middle quote is the only one with any real ambiguity in this respect, but even that "with customers" clause suggests Apple is going to be the one supplying its customers with "updates and upgrades throughout the years."
I kind of envision three or four elegant, interlocking "modules" -- CPU, GPU, and a Thunderbolt-based PCIe component and/or maybe something to do with Intel's Optane memory/storage.