Hi!
I respect your point of view, but there's a 'holly trinity' of a healthy market:
1. Revenue: apple has that in the bag
2. Volume: Apple is good here too
3. Market Share: and that's where Apple is falling short
What you said is true, the category of smartphones has expanded, but if Apple's market share doesn't follow, Or exceed, the expansion rate that's a problem.
One of the companies in this space laid off hundred of employees and restructured in a year their revenue was great, volume was fantastic, but market share growth was 5%. Why? Category growth that year was 9%