The July date comes from Mizuho Securities analyst Abhey Lamba, who has been keeping an eye on the Asian supply chain, and says that it looks as though Apple could be getting ready to ramp up production soon. Soon enough that a July release for the iPhone 6 is a definite possibility. Lamba is also seeing the same indicators that many other analysts are that point towards more than one new iPhone. As we've seen before, it looks like the iPhone 6 will be around 4.7-inches, while a possible iPhablet could clock in around 5.5-inches and be released in the fall.
The supply chain also continues to point to a release of an iWatch in the second half of the year. And, to cap off the info that we expected, Lamba is also saying that iOS 8 will likely open up TouchID access to 3rd party apps, which could mean using the sensor to login to things like banking apps and more.