Apple's (AAPL -0.8%) 4.7" and 5.5" iPhones (widely rumored) will feature thinner bezels, NFC chips, and be only 6.5-7mm thick (thinner than the 7.6mm 5S), says KGI's Ming-Chi Kuo, whose past Apple product scoops have often (though not always) been accurate.
Kuo also expects the devices to have 1344x750 and 1920x1080 resolutions, run on the next-gen A8 CPU (no surprise), support optical image stabilization, and have side power buttons. The 5.5" model (reportedly seeing touch sensor-related delays) is expected later in 2H14 than the 4.7" model.
The much-anticipated iWatch is expected at the end of Q3. Kuo sees models with 1.3" and 1.5" displays launching, and expects them to include NFC chips, wireless charging support, and biometric (fingerprint?) recognition.
Apple has thus far held off on including NFC chips within its hardware. But they could assist with its rumored payments efforts.
The next-gen iPad Air and retina iPad Mini will both reportedly feature an A8 CPU and a fingerprint sensor, and the former will also get an 8MP camera. Kuo also thinks Apple is working on a 12.9" iPad (as rumored), but doesn't expect it this year. Samsung recently launched a 12.2" Galaxy Note ($750 starting price); all signs suggest sales have been limited.
A 12" retina MacBook Air is also said to be on tap. It reportedly will have a button-less touchpad and no fan.