Kuo is ALWAYS right. This is the only dude in the entire world, no exaggeration, who gets all the predictions right. it's so uncanny that either he works right next to Tim Cook, or is the secret president of Foxconn, or he's a genius. If I could reach him, I'd let him pick all of my stocks. What he has said, will in fact be the Apple roadmap for 2013.
it's a solid roadmap, but if iOS 7 is more of the same, there will be some trouble ahead b/c it's increasingly clear that Google can now design UI's as well as Apple can, and it is clear that Google has a massive lead in artificial intelligence. Google is going to pull off self-driving cars and other outlandish feats. That's innovation.
Apple is stuck innovating around the fringes, polishing this, tweaking that...Malcolm Gladwell had that column that pegs Jobs as more of a tweaker rather than a grand innovator, which is its own set of challenges. But the market rewards innovation, not tweakers. Compared to Google, Apple is a company that tweaks. You've got to make grand bets to play long-term, and it does not seem like Apple is doing so. 3 years from now, it may not even be fair to keep comparing Google to Apple, b/c Apple will still be doing their own thing, making nicely polished products, and make a new consumer electronics item or two...not a bad life. But they will not be changing the world like Google has with their products, whether hardware or software. No one said that a company has to change the world, but in my value system, companies that "just" make money are not the ones who get my admiration.
But, every dog has his day. No one can see a day when Google will fall in search, but mark my words, in 20 years they will not be the kings. I have no idea who will overtake them or how it will happen, but not one tech company has been on top for more than a generation and a half. If the old Microsoft fell, anything is possible.