Apple's secrecy means speculation runs rampant about pretty much anything it does. So, in that light, there's this: The mystery event scheduled for October will be at their HQ, not downtown San Francisco. That's atypical! Now, speculate. [All Things D]
Oracle week has booked up all of San Francisco during the week of the 4th and iCloud took longer than expected to work out the bugs, thus Apple's inability to book ahead of time? Or, Wintek's problems with producing the screen for the iPhone 5 caused delays. Those are my guesses. I imagine it is a supply chain issue though is my best guess. Apple is opening up China Telecom to this release along with 2 different versions so they needed extra lead time in producing an adequate number of handsets.