I was at the 2007 iPhone announcement, got hands-on a prototype in the booth and had a dev unit pre-ship. As a technology strategist for a F500 ISV, my job was to assess the changing mobile device landscape. With the iPhone I think Apple deserves significant credit for two big things: the conceptual leap to a new UX/OS and going all-in on the large touch screen. Completely sacrificing both a physical keyboard or pen was bold and controversial.
While it was the right long-term vision, the reality which often gets glossed over, is the iPhone 1 didn't deliver on the vision and early adopters struggled. It wasn't until the iPhone 3G shipped 18 months later and the app store was released that the iPhone first began to slowly fulfill it's promise. I didn't daily drive an iPhone until the 3G. In recent years, I think many look back with rose-colored glasses at the iPhone launch and give Apple even more expansive credit for the "iPhone breakthrough" than the legitimate credit they justly deserve. Of the major players at the time, Apple was the only one who could make those bold choices because they didn't have existing phone products or platform agendas to preserve.
Combining hardware and software the OS was done by many companies in the 1980s because if you wanted to sell something you had to do both and it’s been well over 36 years no one has really stepped up.
I exactly wrote that Microsoft devices were quite bad as they came too soon. And Apple came at the right moment, when low power chips were powerful enough, touchscreens were precise enough without a pen. And device had acceptable consumption, batteries had decent capacity, lifespan.
The argument is heavily reductionist because it treats technical breakthroughs as passive market timing rather than active, high-risk engineering.
Apple did not succeed by waiting for silicon to become fast enough to brute-force a desktop UI into a handheld. Instead, they reimagined the hardware-software stack from the ground up specifically around human fingertips and GPU acceleration.
Apple incorporated a GPU to accelerate the graphics. Apple acquired Fingerworks in 2005 and built custom chips to make multitouch viable. When Blackberry engineers were in disbelief about battery life, they cracked open an iPhone and found the battery occupied nearly the entire case. Apple also invested in aggressive thermal and power co-design such as power-gating states, dynamic clocks, ambient light sensors, etc.
It's because Apple was vertically oriented, they were able to make the necessary hardware advances.
Microsoft had Windows Mobile and WinCE for years before iOS, but typically they got the UI wrong and tried to jam a desktop interface on a mobile OS (a few years later they overcompensated and jammed a tablet interface on a desktop OS). By the time the iPhone was out it was too late to rework Mobile into a multitouch OS.
Famously, the BlackBerry guys thought it was impossible to put a full desktop os on a phone, and that Apple must have faked the initial demo. Again, by the time they could respond by ditching their existing software and buying QNX it was too late for them too.
Android only survived because it was a new OS and the team immediately ditched their Blackberry clone UI and built an iOS clone instead. Even then it took until at least v5 before it was as smooth as iOS, and the tablet story is still poor.