What Apple seems to lack now vs the Jobs 2.0 era is a bold grand vision. Jobs, despite his faults, understood how to look at the issues with current tech and turn those into game changing, disrupting mega-changes. While not particularly cutting edge on the tech front, Apple (under Jobs) was keen about adapting existing tech into gotta have products.
Tim may be good at execution, and well liked (something few say about Steve), but seems to be milking iterative progress for existing products more than truly re-thinking things. While iterative changes are good for prolonging the payback of initial investments, there comes a time when others catch up and your product is nothing more than playing a cat and mouse game for minor features with competitors.
There are few visionaries out there who have the ability to really turn things on their head the way Steve did with iPod, iPhone, and Mac, and to some extent, iPad.
I seriously doubt that the next visionary currently works for Apple. I suspect any of the existing senior executives would simply continue to keep Apple on the existing path with iterative changes in products. Bold leaders are rare indeed. Not to belabor an old rumor, but Apple buying a visionary company along the lines of Tesla to acquire bold thinkers may be the only way to catapult Apple into the next big thing. Of course, Apple is now an industry giant so bold moves are riskier than they were when the company was smaller and struggling for existence.