"Misek is predicting the iPhone 5S has a new 'super HD camera/screen, a better battery, and NFC,' and 'possible updates include an IGZO screen for Retina+, 128GB storage,'" according to the initial post on this by Business Insider's Jay Yarow, on Dec. 10 at 10:25 a.m. "He's also predicting it comes in 6-8 colors, presumably similar to the iPod Touch which comes in a bunch of colors."
IGZO, for the uninformed, is indium gallium zinc oxide, a display technology that is supposed to greatly reduce power consumption, while boosting pixel densities and improving the signal-to-noise ratio for touch input. It's been reported recently that Sharp will have IZGO screens for smartphone and tablet makers to release in their products around mid-2013. No word on whether they'll be bendable.
But, somewhat confusingly, in a separate post on this same Misek note, Yarow actually quotes Misek in full about the separate iPhone 6: "Several iPhone 6 prototypes appear to be floating around. The model with a 4.8" screen is the most interesting. It has a Retina+ IGZO screen, a new A7 quad-core processor variant, and a new form factor with no home button. Full gesture control is also possibly included."
Fortune's Philip Elmer-DeWitt's more complete post clarifies that Misek's note is essentially a report on his recent visit to some of Apple's Asian suppliers.
Based on his sources, Misek apparently now thinks an iPhone 5S will be released in June 2013, offering an array of significant improvements but apparently within the existing form factor. He seems to think the iPhone 6 design is not finalized, that the prototypes indicate Apple is experimenting with screens of larger than 4 inches; he offers no prediction on when it might be released.
Business Insider's Yarow writes that the June release by Apple would be "a break from the pattern it's established over the last two years." And we all thought that two-year pattern, an eternity in mobile device time, was set in stone. Except for the different three-year pattern that preceded it, when iPhones were released around mid-year.