Kuo believes that the iOS 5 gold master will be sent out between September 23 and September 30 to assemblers to be installed on new hardware.
His other piece of information is Apple will build 30 million “iPhone 5″ units this year, it’ll have 512MB RAM, and other than a slightly tweaked antennae, it’ll look identical to the iPhone 4.
The N94 model he’s claiming will look just like the iPhone 4 except having a tweaked antenna to avoid the whole antennagate thing again.
All other evidence of the N94 has been of a device that looks similar to the iPhone 4 — potentially an iPhone 4S — but there’s still a large body of evidence that there will be a totally redesigned iPhone 5 sold alongside, potentially at a higher price.
I really think that if Apple doesn’t redesign the next iPhone at all, there will be a substantial number of disappointed people.