Given how much criticism the GS4 has gotten for being "meh" in the hardware redesign department, I can easily see why Apple might want to avoid that by not rushing a phone to market. I don't care so much when it ships, just that it's ready when it does.
This year is a weird time for me phone-wise, because it's the first time in years that I'm really ready for an upgrade by my own criteria, in that my current phone (the HP Blackberry rip-off the iPaq) is dying, AND new phones on my carrier of choice (AT&T) are actually offering competitive experiences.
While I'm inclined to go for an iPhone 5 (when the S comes out) to get LTE and HD Voice, I'm of mixed mind about the screen. I can see the advantage of a 16:9 AR for watching full-screen HD video/film and having the apparent size of that video be larger than on the 3.5" 4S screen. We don't know yet if Apple will cave to pressure and increase the screen size again THIS year or wait till next year, nor do we know if they will keep 16:9. I hope they keep it, because as an ardent videophile, I appreciate it anytime an image can be displayed with as little jacking with the AR. I DO also love the viewing angle of the IPS displays. It's quite tasty.
I can probably get my hands on a high-end Android or Windows Phone 8 handset for next to nothing, but the main thing that keeps me from more seriously considering it is how well-integrated my iPod Touch and my wife's iPad 4 is with the AppleTV 2. Airplay is very cool, and with the iMac I got for XMas this past year, I can sit back on the couch with the bluetooth keyboard and mouse on the coffee table, turn on Airplay Mirroring on the iMac, and basically do everything on the big screen that I would normally huddle around the Mac to do.
I want that same integration on my next phone, I think. And multiple ATVs in different rooms can not only make them smart TVs, but it can also make it an ad hoc whole room entertainment system.