I've been thinking about this for a while now and it makes more sense the closer we get to the end of the year. On the Android side of things, we are getting very close to seeing phones/tablets with dual core 1.5+ Ghz processors, and tablets with quad core by the end of the year. The first quad core Android phones will come early in 2012, and the next Nexus phone will most likely use a dual-core 1.5Ghz OMAP4460.
Would Apple push back the iPhone an extra 3-4 months just for cosmetic changes? Nope. Would they push it back just because they could? Probably not. If the phone was ready for a June/July release launch, they would have launched it. Period. Why wasn't it ready in June/July? The hardware.
Think about it. Why would Apple release the iPhone 5 in Sep/Oct with only a 1Ghz dual-core processor? Don't get me wrong, I know Apple doesn't like to play along with the whole specs race game, but they certainly wouldn't like to be outclassed for an entire year either. Apple has the R&D money necessary to get the A6 ready by Fall of this year, just in time for an iPhone 5 launch.
If the iPhone 5 released with a quad-core A6 processor, just imagine how far ahead it would be of nearly every smartphone on the market. It would dwarf Google's next Nexus phone and nearly every phone until late Q1/Q2 next year. Also, the A6 is going to be on a MUCH smaller die than the A5 which gives Apple much greater possibilities to make the device thinner.
It also makes sense for the next iPad. If Apple does in fact release an iPad 3/iPad Pro this year, it wouldn't be because they could stick a retina display on it. It would be because they have a massive hardware upgrade ready, being the next-gen A6 processor. That's the only logical reason for Apple to release a new iPad so early in the game. It's also the only reason why Apple would release a new iPad and iPhone SIMULTANEOUSLY outside of their usual release date time frames. I HIGHLY doubt Apple would release a new line of iPads simply because of a resolution increase. It would severely limit the regular iPad line and would confuse/piss consumers off.
Here's an interesting article about the A6 processor:
http://blogs.computerworld.com/18629/apples_a6_processor_28_nm_3d_ic_and_made_by_tsmc
What do you guys think? If you know anything more about the A6 processor feel free to post it. My knowledge of it is pretty limited.