The two points in their report have been raised before. First, Apple won't be putting out any LTE-based iPhones this year, but instead wait for 2012.
Apple is likely to delay the launch of its LTE-enabled iPhones to 2012, said the sources, noting that the industry had also long been skeptical about the launch of LTE iPhones in 2011 as the implementation of LTE networks has not yet matured.Another good reason: AT&T's LTE implementation won't even start testing until mid-year. Meanwhile, Verizon's LTE, while available, isn't available nationwide yet. The biggest bang for the buck for Apple would be to wait until both networks are available.
Some, however, have said the next-gen iPhone could arrive as late as early 2012.