With every month passing it's getting late for Apple to declare its next big thing. The next big thing should have already been here. Thinking about the next product to capture a new market overnight is what Jobs did best. And if Apple fails to find someone good enough to fill that place, it won't crash over night, but slowing decent like a glider plane for the lack of the upper thrust.
After Jobs death, everyone was talking how the company isn't taking any hit from the market. While I was waiting to see two years forward in the future, wondering everyday whether it can come up with new product ideas like Jobs. If it had, then Apple's success was not dependent on Jobs. If it can't then Apple is the new Microsoft-after-Gates.
Right now Apple is increasingly looking like Microsoft.