I think it's very likely Apple will offer the 780M, however, recent information suggests that this will essentially be a 680MX, perhaps with slightly higher clocks. It seems like it will also be the replacement card for the 680M (aka the iMac 675MX), so I'm assuming it will be priced about the same. Therefore I believe it will be the base card in the high-end 27" iMac.
I'm also going to go wild and assume the 21.5" iMacs will use BGA parts with Iris Pro.
Hence:
Base 21.5" - $1199 (down $100 to compensate for essentially static performance)
Intel i5-4570R (2.7 GHz, Iris Pro)
8 GB RAM
1 TB HDD
802.11ac
Top 21.5" - $1499
Intel i5-4670R (3.0 GHz, Iris Pro) (Upgrade to i7-4770R 3.2 GHz, Iris Pro)
8 GB RAM
1 TB + 128 GB Fusion
802.11ac
Base 27" - $1799
Intel i5-4430 (3.0 GHz)
nVidia Geforce GTX 770M 1 GB
8 GB RAM
1 TB + 128 GB Fusion
802.11ac
Top 27" - $1999
Intel i5-4570 (3.2 GHz) (Upgrade to i7-4770 3.4 GHz)
nVidia GeForce GTX 780M 2 GB (possible upgrade to another Apple exclusive?)
8 GB RAM
1 TB + 128 GB Fusion
802.11ac
On my wishlist is another, better/newer panel, possibly with RGB LED backlight. Now that they've got the lamination process down*, I hope they dare to update the actual panel. Another thing that I see as possible, but somewhat unlikely, is a change in how the display is mounted, i.e. moving away from the tape.
*Edit: Apparently the OP said the exact same thing, so here's to hoping.
As for the video cards, the Geforce 700 series is basically a rebrand/slight upclock of the existing 600 series, so I feel they need to offer increased performance somehow and the Radeon 9000 cards appear to come a bit late for my taste.
I'm assuming no upgrade to the Thunderbolt subsystem.
As for the release date, my gut tells me September, technically it could perhaps be as early as July, but logically I'm thinking after the launch of the iPhone 5S, whenever that will be (unless it comes in November/late October, in which case I think they will release the iMac before).
The regular 780m is a vast improvement from the 680m in terms of performance, it performs close to the Titan in 1080p Applications. Whether the downsized version for the iMac (MX) will see such a boost is what is speculative.