Instead, his sources point to the "N94" iPhone that has been popularly referred to as the "iPhone 4S" as the sole new iPhone model set to ship, with Apple planning for 30 million units through the end of the year. Apple is also planning production of an additional 5 million units of the existing iPhone 4 and iPhone 3GS models as it transitions to the new model.
Kuo also reveals that Apple is expected to provide assemblers with the Gold Master of iOS 5 during the last week in September. This falls in line with the rumored release date during October.
Finally Kuo expects a revised iPod touch to see few changes other than being available in white.