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"Qualcomm is likely to push the October introduction of the new iPhone. Based on our assumptions, we believe that it is utilized for 28nm technology from Qualcomm makes a leader in this field. 28nm Baseband LTE is most likely designed for the new iPhone. Due to the high amounts that Qualcomm has invested to be able to port their 28nm design for UMC and maybe Global Foundries, we believe that the company has sufficient capacity to cover demand for LTE iPhone 5 in the fourth quarter. " claims Munster.
The current iPhone 4S was introduced in October and just being around the introduction of a new generation there is speculation that if Apple does not return to "traditional" presentation at WWDC, which takes place regularly in June, and will continue with the current model introductions autumn.