"Let's be clear: Apple changed its delivery pattern for iPhone. It's a delay, and a big one.” Followed by absolutely no evidence supporting the statement.
They're simply moving their release schedule closer to Christmas, which makes perfect sense. Just imagine how many hubbies will buy their wife an iPhone 5 for Christmas! A June-July release means that people feel it's already "old" by the time December comes and will likely just wait for the new one that "just around the corner anyways".