苹果明年换帅？古尔曼：库克带领苹果市值飙至4万亿美元

Core Viewpoint - Recent rumors about Tim Cook's potential resignation in 2026 have sparked significant speculation, but Bloomberg's Mark Gurman suggests these reports are likely false, asserting that Cook will likely remain CEO until at least 2028 [2][3]. Group 1: Tim Cook's Leadership and Achievements - Since taking over as CEO in 2011, Tim Cook has led Apple to remarkable financial growth, with annual revenue increasing from $108 billion to $365 billion and net profit rising 2.7 times to $95 billion [3]. - Under Cook's leadership, Apple has become the most successful company in history, achieving a global smartphone market share of 18.7% in 2024 [3]. Group 2: Strategic Contributions - Cook's key strategic contribution includes the development of a service business ecosystem, generating nearly $100 billion annually from services like App Store, Apple Music, and iCloud, which account for a quarter of total revenue with a profit margin of 70% [5]. - He has also successfully diversified Apple's product line with the introduction of popular wearable devices such as the Apple Watch and AirPods, and has led the Apple Silicon chip revolution, enhancing performance and energy efficiency [5]. Group 3: Market Position and Performance - Apple holds a dominant position in the high-end smartphone market, with a 62% share in the $600 and above segment, according to Counterpoint Research [8]. - In China, Apple's smartphone sales surged by 37% year-on-year in October, driven by the popularity of the iPhone 17 series, resulting in a market share increase to 25%, marking the first time since 2022 that it surpassed the quarter mark [8].