Yep, Miraculix could be right about the CO2 layer. I checked Jolicoeur, Lea and a few other sources. They don't refer to it so I think that the idea may well have stuck in my brain from a post on a forum in the dim, dark, past, about leaving a primary fermenter open but covered to keep any nasties out.
What I think happens in my case, or at least it seems to with my approach, is that the thick foam that builds up during the primary fermentation comprises lots of gunk trapped in with C02 bubbles (I grind and press my own apples so there is plenty of scope for the must to contain solids). I guess this foam behaves like a physical blanket to protect the cider from the air, as it can end up 1 -2 cm thick. As suggested, the active yeast probably also scavenge any O2 that might cause a problem. As C02 production slows, the foam settles and the gunk falls to the bottom, hence the need to rack to a secondary carboy at that point.
Generally, my ferments take off quite robustly if I use S04, especially if I add about 1/4 tsp of DAP. When I have apples again (April or May) the plan is to start without DAP and only add it if fermentation stalls. I do find that with my late, old, and unfertilised apples, S04 sometimes stalls around 1.010 - 1.015 as it is a high nutrient demand ale yeast and such apples can be low in YAN. This is quite handy for managing fermentation for a carbonated cider with just a touch of sweetness. i.e. add just enough extra sugar after stalling to generate the C02 level and residual sweetness that I want.
Cheers!