I don't know if most people really consider the OS to be that important anymore, as the author strongly believes. The Windows Surface Laptop is no threat to Apple because it doesn't run macOS. Samsung's smartphones are no threat to Apple because the phones don't run iOS.
Then he continues with the WeChat factor to explain the shrinking market share of Apple in China. If you consider China the trendsetter in tech, that doesn't bode well for Apple in the rest of the world. It's a clear example that an OS isn't that important anymore.
If, or better when, a platform similar to WeChat emerges in Europe or the US, Apple can't rely anymore on it's OS to sell high margin hardware like the iPhone or Mac. It's not just a China problem.
Then he continues with the WeChat factor to explain the shrinking market share of Apple in China. If you consider China the trendsetter in tech, that doesn't bode well for Apple in the rest of the world. It's a clear example that an OS isn't that important anymore.
If, or better when, a platform similar to WeChat emerges in Europe or the US, Apple can't rely anymore on it's OS to sell high margin hardware like the iPhone or Mac. It's not just a China problem.