Kuo believes we will see an iPhone 5S in late September and it will be in short supply due to production issues. It seems that the fingerprint sensor is the likely culprit but Kuo only knows that supply issues will cause the production difficulties. By October-November Kuo believes supply will improve.
Kuo says the low cost budget iPhone will arrive in early September before that iPhone 5S due to it being easier to produce. The new model will cost about $450-$550 off contract and will likely cap 26 million units this year.
As for iPads, Kuo claims we will see a redesigned full-sized iPad with a lighter design as expected. It is rumored to look very similar to the mini. As for the Mini, it does not seem like we will see one this year. Instead, Kuo believes we will see two iPad minis, one with a retina display and one without a retina display. Those are expected to debut sometime in early 2014.
Finally Kuo sees Haswell focused updates to both the Macbook Pro and the new iMac this year. The new iMac is said to launch sometime in the end of August with the new Retina Macbook Pros launching around mid-September.