I'm assuming dual-core because I don't think that Apple can afford to ship a single core CPU in its new devices in 2011. IMHO Apple doesn't have to have SoCs that are a generation ahead, but they need to be at the top of the current generation because their devices have to be at least good enough for a year while the competition will crank out new and improved devices every month. And in H1/2011 we will see dual-core CPUs in tablets and high-end smartphones from other manufacturers for sure.
I don't know, in their history, they've shipped inferior hardware before, though probably not since they started using Intel.
Issue is whether they can get good enough performance, with same or better battery life than the competition, if the competition is at dual-core and Apple devices remain single-core next year.
Some of the early impressions of Tegra2 tablets with Android suggest that the software isn't taking advantage of the faster CPU. Maybe that will change completely with 2.2.
But Apple devices don't have to be the fastest or have the most megapixels in the camera, etc. They just have to be perceived as smoothly-performing and can do enough "multitasking" to make people think about something other than performance.
That said, since they intro'd a new form factor this year, they probably will shoot for improving the internals next year.