Just because Apple isn't telling everyone what they are doing does not mean it isn't "innovating". Apple really hasn't ever come out with anything radically new in the first place. The iPod was just a amazingly better version of the MP3 players that had been out on the market. The iPhone was an amazingly better version of "SmartPhones" that were being made by Palm, Microsoft, maybe even Nokia. The iPad was an amazingly better version of what a tablet SHOULD be, and tablets had been around for about 10+ years.
So is Apple just going to sit on it's ass then? No. There is no indication at all they are. Even Mac OS X, which every "analyst" will say is probably Apple's least profitable item, and something they shouldn't be focused on, is getting some awesome features in 10.9. If they were truly sitting on their ass, why not take another year for 10.9? Why so soon?
I think a lot of these "arguments" boil down to that Apple makes ONE size of the iPhone. Everyone else makes 15 sizes. Yet making ONE size seems to work quite well for Apple. Samsung's strategy.....seems to be unraveling with it's current stock issues.
Will Apple make a bigger iPhone? I hope not. Will they maybe make something similar that is bigger? Who knows? But is that really a new market? Is that "innovating"?
I have no clue about what Apple is planning, but it's track record is the best in releasing new things. Except everyone wants that new thing they are working on last week and want to know about the next thing now. That isn't going to happen. Apple will release their next thing when it is done and is a shippable product. Not when it's some hacked up Eye Wear or a Watch with a 10 hour battery life.