This is why I think the new iPhone will look like a "thicker" 4G iPod touch but with a slight curve if you look at the case on its side and a 4" IPS touchscreen display (unless Apple can secure a cheap source for a 4" AMOLED touchscreen). And thanks to new Broadcom or Qualcomm cellphone chipsets, will include 3GPP LTE support.
Since Apple is now sourcing their image sensors from Sony, does it also mean the next iPhone will also source the NFC chip from Sony, which means FeliCa-compatible NFC? That would be HUGE in Asia, since FeliCa is the de facto standard for NFC mobile payments in most of eastern Asia.