Brian White, who has been busy meeting with Asian supply chain contacts: "A bigger iPhone (AAPL +1%) is in the works, and our contact expects a launch in the 2Q:14/3Q:14 time frame." White's remarks follow a Monday note from Peter Misek (also toured Asia) indicating a 4.8" iPhone will launch next year.
DisplaySearch is taking things a step further, writing supply chain research leads it to think Apple could launch a both 4.7" and 5.7" iPhones next year, as well as a 12.9" iPad and 12" retina MacBook Air. The firm also thinks 55" and 65" Apple TVs with 4K resolutions could be in the pipeline - many rumors about Apple TV launches have proven false over the last two years.
The WSJ has reported Apple is evaluating 4.8"-6" iPhones, and has ordered display prototypes for 4"+ iPhones and a ~13" iPad. Reuters has reported Apple is thinking of launching 4.7" and 5.7" iPhones.