The China Times pinpoints the iPhone 5 release to the second
week of September with an initial order of 4 million units.
Suppliers are said to be currently preparing 400,000 trial run
units. The news report also reports that the next iPad may be
delayed until Thanksgiving due to component shortages.
New iPhones in September? Duh. Of course.
New iPad at Thanksgiving? Just one month before Christmas? Makes no sense. None. Anything new gets announced in September.