This is just a theory but... One of the (many) rumors going around is that the release of the new iPhone this year is going to be delayed. There could be any number of reasons but this is what I think: I think that Apple finally saw the Samsung Galaxy S 2 and decided to go back to the drawing board to adjust the design. It has happened before. When Samsung saw the iPad 2, they went back and redesigned their new tablet to be just as thin as the iPad2. This could be a similar maneuver for Apple to keep up with the dozens of phones that HTC, LG, Samsung, and Motorola keep churning out every other month. My prediction is that Apple will eventually have to abandon its yearly refresh cycle. The mobile space is just getting too crowded and the ROI on completely new devices will probably languish. I also expect Android manufacturers to diversify (Windows mobile, and maybe even WebOS) as they slow their pace of introducing new devices.