I don't think apple has peaked but growth could be slowing. Like Google and Microsoft, there are many places where they can improve.

It looks like they rushed a few things. They are clearly under pressure from other competitors and they are sweating bullets trying to maintain an edge.

I think the worse positioned companies are the OEMs. Samsung, HTC, and Nokia do not control the software stack. Microsoft and Google are moving towards making their own hardware.

I think Samsung, HTC, and Nokia have peaked. Plain and simple.