Is anyone really shocked? Here, I'll write out the tech media "design pattern" for a new Apple product. 1. Hype up killer pie-in-the-sky feature that makes zero economic sense for Apple (see: retina iPad, 4G iPhone with larger screen). Traffic spikes. 2. As launch approaches, use "inside sources" to mock up designs (Macrumors's "we think the 5 will look like this"). Report on supply chain behavior, leaked case design…
It's possible we could have got an iPhone 5, but I'm sure apple is waiting for WiMax/LTE to really ramp up in both semiconductor quality and carrier service. Also, they won't release two phones, so they're going to wait for chips that do both WiMax and LTE at the power consumption they want, which will probably be in about a year.