苹果高管地震还在持续：芯片负责人考虑离职

Core Viewpoint - Apple is experiencing significant executive turnover, with key leaders in AI, design, legal, and government affairs departing, raising concerns about the company's future direction and stability [2][3][4]. Group 1: Executive Departures - Recent departures include AI chief John Giannandrea, design head Alan Dye, legal head Katherine Adams, and government affairs chief Lisa Jackson, all of whom reported directly to CEO Tim Cook, marking a rare level of upheaval in Apple's history [2][3][4]. - Giannandrea's retirement is linked to Apple's struggles in the generative AI space, with delays and underperformance in the Apple Intelligence platform and Siri's major upgrade plan [4][6]. - Alan Dye's move to Meta's Reality Labs is seen as a dramatic shift, driven by his desire to integrate AI more deeply into products and frustration with Apple's slow progress in this area [6][7]. Group 2: Potential Departures and Internal Dynamics - Senior VP Johny Srouji, responsible for hardware technology and Apple's chip strategy, is reportedly considering leaving, which could be a significant loss for the company [3][11]. - Srouji's contributions to the M and A series chips have provided Apple with a competitive edge in performance and efficiency, making his potential departure a major concern [12][13]. - Apple is attempting to retain Srouji by offering enhanced compensation and a potential CTO position, a move that would break from the company's traditional organizational structure [14][16]. Group 3: Talent Drain and Industry Competition - Apple is facing a talent exodus, particularly in the AI sector, as competitors like Meta and OpenAI aggressively recruit its engineers [17][18]. - The departure of key figures, including those involved in Siri and AI model development, has led to a decline in morale within Apple's AI team [18][19]. - OpenAI has emerged as a significant beneficiary of Apple's talent loss, hiring numerous engineers from various fields within the company [21]. Group 4: Power Restructuring - The executive changes are reshaping Apple's power dynamics, with increased authority shifting to John Ternus (hardware engineering), Eddy Cue (services), Craig Federighi (software engineering), and Sabih Khan (COO) [23]. - Ternus is viewed as a leading candidate for the future CEO position, especially with upcoming milestones like Apple's 50th anniversary [24][25]. Group 5: Future Speculations - The ongoing executive turmoil has sparked speculation about Tim Cook's future plans, with indications that he may remain in his role until at least 2026 or 2027 [29][31]. - Despite Cook's assurances of innovative product development, the company has not introduced a successful new product category in a decade, raising questions about its long-term strategy [31].