Serious competition with the iPhone took time to emerge, but it did. It's a temporary advantage, not a permanent oneI'm not convinced that's true.
The more integrated the iOS platform gets, the more effort it takes another company to get from scratch to competitor.
The more effort it takes, the more money and people it needs, and the bigger the potential competitor has to be to try it.
And what are bigger companies worse at? Pivoting, innovating, making well integrated polished products that mass market consumers thrill over.
Is it possible that the further we get from "any company putting current off-the-shelf technology into a package", the less likely we are to ever see "serious competition"?
Maybe Apple is a freak one-off. Maybe Apple will put a retina screen in the iPad 3, enable wireless sync and full airplay so it doesn't need a storage space bump, and that's it. No revolutionary changes left in that niche, "Post PC" finished, no other companies in any position to do anything but copycat and Apple spends a few years polishing the software integration in their ecosystem, SJ leaves, Apple stagnates. The next decade of "computing" started, dead-ended and finished and it's iPad clones and Windows 8 notebooks until 2020.