"Apple has not “lost sales” to Android as it has been selling all it can produce. "

I'm not sure that's a useful way of looking at it. If Android were never born Apple may have doubled production capacity and still be selling out for lack of a viable competitor.

And even if it's been benign so far, it won't be soon. It's hard to spot the effects of competition in a rapidly growing market like consumer smart phones or tablets. It'll be a lot easier once everyone already has one, and how far away is that? Phones are almost there and tablets probably will be in 2-3 years.