Apple will likely lose another huge chunk of market share to Chinese OEMs and Apple will likely be forced to completely exit that market when Taiwan hostilities start.

There's really only one way to Cook to grow revenues, and that is to extend iMessage and the Apple platform ecosystem to non-Apple device owners on a subscription basis. I don't see him as the guy willing to make that decision, he's the typical CEO that Christensen talked about in the Innovator's Dilemma.