All iOS, all the time. Ives knows mobile only. It isn't enough.
Samsung doesn't need iOS. They have Android as do many other companies. A $99.00 Android 2.3 phone performs well enough for most of the world that just can't afford a $599.00 subsidized iPhone.
MS Surface doesn't have to be an iPad killer any more than Android needs to be an iOS killer. All they need to be is good enough and cheap enough to gain market share at Apple's expense and loss.
iOS is getting 'long in the tooth' for modern day blockbusteritis tech. Jobs' sick genius was the ability to see what others were doing, take it, and market the hell out of it as an innovation. Cook doesn't know how to do that. I highly doubt the iOS team does either.
It remains to be seen what will come next for Apple. Right now, they don't need a new blockbuster 'innovation'. They have plenty of cash in the bank, and as I said, they are sound on the fundamentals. I don't know anyone that is predicting that Apple is doomed or going out of business. However, they will not remain the belle at the ball for Wall Street as a must-have growth oriented stock without that trademark Apple pizzazz. That is why their stock is correcting - nothing more and nothing less.