The most strange point of yesterday for me was iCloud: cloud storage without native apps. Everybody talks about cloud with web apps and all (and that's why they call it cloud "computing"), but with new iCloud API Apple is trying to provide a cloud experience to it's users and keeping it's native apps at the same time.
Apple enjoys it's famous "app gap" when it comes to native app, and it also has a great income for them. More importantly: it locks users in.
I'm certainly interested in web apps, and really love developing and using them much more than native apps in most cases, but I should admit Apple's move is smart in keeping both cloud and it's native apps. Time will show how they will succeed in this.
They're entering the market so late,
I don't think so, not because MS have been making phone OS for a decade, but because iOS and Android are so young too. After all, Android is just two years old and iPhone has not finished its fourth year yet. Indeed, they've been doing great in these short years, but that doesn't mean they've guaranteed they're eternal success in the mobile industry.
If you want to put yourself on the map, publish your own map.