From left: iPhone 5, Galaxy S III, iPhone Plus mockup, Galaxy Note II.

Marco Arment illustrates what a 4.94 inch iPhone 6 could look like. Just an artist's conception.

That would make Apple's product line look like this:

Regular iPhone, iPhone Maxi, iPad Mini, iPad.

Galaxy S IV (aka Galaxy S4) will ship in March/April with a bigger screen and Android Jellybean.

Henry Blodget expects Samsung will sell 100 million Galaxy S4's this year:

http://www.businessinsider.com/big-screen-iphone-delayed-until-2014-2013-2

He also expects that manufacturing problems have delayed the bigger iPhone till 2014:

http://www.businessinsider.com/apples-48-inch-iphone-6-wont-be-coming-until-june-2014-says-jefferies-2013-2

If that's true, it will hurt Apple as people buy Galaxy or an LG Nexus instead for the screen.

Uh oh.