Excellent and I agree totally. I was a bit surprised by your comment at first, because it seemed like you were one of those people that only consider disruptive new product categories "true innovation".
But I think what most people have come to expect from Apple is disruptive innovation. Digital distribution, retail, tablets, netbooks, etc - all these different markets have been disrupted, killed, invented, or taken over by Apple under Jobs. Disruption has been in Apple's DNA, which is why their stock rose like a growth stock.
For the past couple years it's only been incremental innovation, which is status quo innovation. AKA we don't wanna take any major risks kind of innovation. AKA do just enough to maintain profits kind of innovation.