All is OK maybe, except on the reasons for the delay on the 5.5" "variant", an bigger device usually means less complication, and bigger batteries easy brings great battery life (as my old Note II) not a big challenge really to bring an scaled up version of a device, the physics use to play on favor.
About an All Aluminum Body, maybe not 100% aluminum or not being aluminum at all, as the HTC One M8, its impossible to bring a 100% aluminum unibody, minimal plastic inserts for the antennas are required, so the prototype back body, only maybe for an iPod Touch.
And about the iPod Touch, for gaming a bigger screen and big battery are a must, iTunes has very good titles but neither the current iphone nor ipod touch are good for long gaming (due the small screen and poor battery life), so to aim at the portable console markets Apple only need to provide us with an bigger iPod touch with more efficient cpu and screen and a much bigger battery for at leas 3hr of hardcore gaming (current iDevices death at 90" as much being optimistic) .
So: Curved iPhone: YES *maybe* (I agree on the concept that allow for an easier to one hand interact by a curved display) but I don't see the supply chain for such screen yet, while the smaller curved screen for the iWach is very likely and LG maybe manufacturing, so a curved 4.7" screen maybe produced at Area 51 at least, elsewhere some info must be leaked now.
and I Think that Apple Will launch the Bigger Gaming iTouch for Xmas season along the updated iPads at the same event at 4Q.