Actually, the reason they have started announcing hardware cause they pulled out of Macworld . And the reason they did not announce anything this year is cause they had nothing big, not cause the software was so awesome. Just look at WWDC post Macworld to see the hardware they have announced, it's quite major, iPhone 4 being the most impressive.
Unless you work for Apple Corporate and in an upper office, you have zero information about what they have or why they do or don't anything.
Or is this your practice at being an analyst