Setting the size of the display for the applications community is a BIG deal. Here Samsung et. al. vs. Apple will create issues.
The camera on the iPod Touch could also shake up the DSC point-and-shoot market...maybe.
But LTE and Lightning, that's just playing catch up.
I heard an interesting take on NFC in the iPhone as I was milling about the three-ring circus outside the Apple event. Google has taken the NFC initiative, so now it's actually in Apple's best interest not to adopt it in iPhone. Apple's best bet, according to this theory, is to use competing technology for cashless payment, etc.
Re NFC: I am told there are still a fragmented set of ways to do NFC payments so there is market building to be done, and that's not something Apple does.
Also, what does NFC give consumers they don't have with the swipe of a credit they are carrying anyway?
Re NFC, I think you are right. A lot of infrastructure building is required before the NFC phone becomes useful. Of course, if it is a place like Japan, where NTT Docomo can create a closed NFC environment, your NFC phone works everywhere, and it is actually pretty cool.
For those of us looking for practical NFC implementations, there is a way to do it -- China style. China Mobile is using SIM card to embed NFC technology, so that consumers need to just replace their SIM cards instead of phones.
Read the story I just posted here: