That’s what everyone is saying anyway.
The usual routine of April iOS preview and June iPhone release appears to have been altered for this year.
It’s possible it’s just a development delay. Problems happen. Devleopers get pulled into other projects. But I think this “delay” represents something more. Now both iOS5 and the iPhone 5 are expected some time in the late summer/early fall timeframe. I expect there are big reasons for each delay.
iOS5 – This has GOT to be big. The steps with each of the past OS updates have been noteworthy, but the UI is showing signs of age. Notifications are a real issue with iOS4 (try opening Mail with multiple accounts when you have no internet connectivity). Expanded control sounds like a real possibility. A new maps app is also possible. Expanded multitasking is a near certainty. Plus, there’s the support that’s needed for any new hardware features in the iPhone 5.
iPhone 5 – The delay further increases the likelihood that we’ll see NFC in the next iPhone. Apple is in a race with Google and can’t afford to wait too long. The big question here is LTE. The risk in jumping to LTE too early is that the chipsets are immature, the battery usage is significant, and the coverage is limited. Apple doesn’t need to be the first one out of the gate here, but a fall release makes LTE far more likely.