Seems like Apple is following the same plan as before: keep hardware closed, keep OS closed. Microsoft beat them because they provided a platform on which hardware manufacturers could compete.
So what you're saying is further multiplied by all the businesses who chose Win 95 over Mac OS 8, then stuck with Windows when upgrading their equipment.
On top of that add that Microsoft was making a lot of money from their OS and Google doesn't...
I don't see why you need to see the world in terms of easy patterns. I'd say that enough variables have changed since then that any prediction based on analogies is very uncertain.