Core Insights - Apple CEO Tim Cook is expected to remain in his position until at least the end of the current U.S. presidential term in 2028, contradicting previous speculation about his potential resignation in 2024 [1] - The Apple board has initiated a search for a new CEO, with John Ternus, the Vice President of Hardware Engineering, being a leading candidate for succession [1][4] - Cook has significantly increased Apple's market value from $348 billion in 2011 to $4 trillion, achieving an average annual growth rate of approximately 20% [2] - Cook has become the longest-serving CEO in Apple's history, surpassing Steve Jobs' tenure, and has received multiple accolades for his leadership [2] Company Performance - Under Cook's leadership, Apple has become one of the most profitable companies globally, although there are concerns regarding a perceived lack of innovation [2] - Recent challenges include lower-than-expected sales of iPhone Air, a pause in the Vision Pro headset project, and slowing growth in emerging markets for iPhone sales [2] - The company faces urgent issues such as talent retention and the need to address the AI revolution and hardware innovation bottlenecks [2] Talent Dynamics - In the past month, OpenAI has recruited approximately 40 engineers from Apple, including key designers and AI experts, indicating a competitive talent landscape [4] - John Ternus, who has been with Apple since 2001 and has led the development of core hardware products, is viewed as a suitable candidate to lead Apple in its strategic shift towards hardware technology [4]
库克暂时不会卸任苹果CEO,或将任职至2028年