Of course the second phone would have a "different form factor," Delaon notes, because under most scenarios you can't put a larger screen on a smaller case. (The Rollup last week that Apple could change the aspect ratio of the iPhone 5 screen, preserving the Retina Display and increasing the top-to-bottom size of the screen without requiring a change in the overall dimensions of the phone's case.)

"There is no doubt that there is a demand for a bigger iPhone 5," Delaon asserts. Some of the demand comes from "those who would merely be pleased to have a larger screen size" and some of it comes from iPhone users "who are jealous of many Android smartphones with 4 to 4.3-inch screen size."

"Because of this, Apple needs to supply an iPhone 5 XL," Delaon declares.

The real solution, clearly, is a flexible screen outer skin for iPhone 5, based on something like the "" in the movie "Batman Begins" -- stretch it over a rigid frame of your choice, run a current through it and presto: an iPhone in the shape and size you want.