Of course the absolute best Jon can report is what Apple's current thinking is -- and that could change.
Personally I think Apple should make lemonade out of this enforced timeout. They have an opportunity to do two things:
- get off the treadmill of annual iPhone upgrade in September come-what-may. Maybe they think people expect it, maybe they think Wall Street expects it. Either way, they can break the pattern this year, and then just not establish a new pattern, or rather establish a pattern like Macs and iPads -- new stuff will ship when it is ready.
- along with which, same for software. Use this six month time out as a chance to fix six months worth of bugs! All those silly bugs that have languished for years because they were considered low priority? Now is the time to work on them!
All the parts of the OS that feel kludged because they ARE kludged? Now's the time to design a new architecture.
You don't often (unless you are Selina Meyers!) get given a get-out-of-jail-free card allowing you to escape a prison of your own devising without consequences. Don't WASTE this opportunity to reset the company expectations schedule to something healthier for everyone -- healthier for Apple engineers, healthier for customers (who are almighty sick of half-baked software that's shipped because "we have to hit the schedule").