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Apple does not have anywhere near 50%+ market share in any business that they're in (more like 5-20%, depending on the product category), so I don't think they belong in the "regulated infrastructure" category. They're not the biggest player in any market, and therefore have no monopoly power to abuse.

One big reason why they're so successful is that they don't try to be everything to everyone, but this has a side effect of ensuring that they can never attain even majority market share in any one product category (in the long term, at least), which appears to be fine by them.

The one exception may be dedicated MP3 players but I'm not sure that that market has been really meaningful for the last 5 years at least.

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