The September iPhone announcement reported on earlier seems even more likely thanks to a post at AllthingsD.

Apple hasn’t yet officially announced the fall event at which it is expected to debut the next iteration of the iPhone, but it’s definitely planning one…Sources tell AllThingsD that Apple is currently planning an event for that week. And while we haven’t yet confirmed its focus, history suggests it will indeed be the new iPhone.

The report notes that Apple has been prepaying for many components (closing in on an incredible $5 billion prepay for Q3 2012), which typically means that it is ramping up production for big things.

Update: The Loop  and Verge too hear. What are the chances?!

Bloomberg and the New York Times have said the 12th as well.