What Apple does is take products they believe are reaching a mass-market saturation point and innovate their own software into them, simplifying and polishing.
I'd have to say you're wrong, here. Rather than
"... mass-market saturation point... " Apple has been taking things that are being essentially ignored by the mass market and making them desirable.
Consider USB -- Before Apple, USB was created as a new connectivity standard that was essentially ignored by users and manufacturers alike. Apple made it the standard and default connection on the iMac, and everyone scrambled to manufacture devices and adopt it for the PC market in general.
Consider the iPod -- I don't deny that Creative, Sony and others had MP3 players out, and most of them were pretty good, though not necessarily easy to use. In fact, MP3 player sales appeared to have already peaked and were falling when Apple introduced the iPod to the Mac community. Because of its ease of use and even easier method of loading through iTunes, demand skyrocketed--to the point that even Windows users wanted it. It was the proof of simplicity and functionality that sent the iPod to the top of the heap, not just the name or the software.
The iPhone? Again, Apple produced a product that was being ignored by the mass market. They produced a smart phone for the masses rather than a business phone for the enterprise. Interestingly, despite its lack of enterprise acumen, business people wanted it over supposedly-superior Blackberry devices already readily available. Why? Because it was easier to use and did what the majority of its buyers wanted it to do.
And now we have the tablet. Yes, for years Microsoft has offered a 'tablet-ready' version of Windows, and different manufacturers have built tablet PCs that use it. The problem is, Windows isn't really a tablet-ready OS. The only difference between tablet-ready vs regular Windows was the fact that you used your finger as a mouse pointer. You really couldn't do anything differently than you did with a simple mouse. Apple realized a long time ago that for a tablet to be fully functional, the UI had to be intuitive and easy to use; like a pen on a sheet of paper. The iPhone OS seems to be at least a forerunner of what Apple's tablet is likely to have. I can only guess that the tablet will take it several steps farther ahead.