I just realized what must be happening:
There are a LOT of new WM phones coming soon, most with 2.8" screens. Some of these would be made in factories near to, or even by the same company as, the one(s) making the iPhone.
So if a vague Far East spy report is about a new, touchscreen, glossy, 2.8" device being made, it's almost certainly NOT about the iPhone, but some other smartphone.
This makes much more sense than some of the other speculation about Apple dropping the screen size and/or going all plastic.
There are a LOT of new WM phones coming soon, most with 2.8" screens. Some of these would be made in factories near to, or even by the same company as, the one(s) making the iPhone.
So if a vague Far East spy report is about a new, touchscreen, glossy, 2.8" device being made, it's almost certainly NOT about the iPhone, but some other smartphone.
This makes much more sense than some of the other speculation about Apple dropping the screen size and/or going all plastic.