冰火两重天的苹果：iPhone史上大卖，多名高管离职，库克退休生变？

Core Insights - Apple is experiencing a significant executive turnover, with at least six high-level executives reported to be leaving or planning to leave within a week, including key figures in hardware, legal, and AI departments [1][2][5][6][9][22]. Executive Departures - Notable departures include Johny Srouji, Lisa Jackson, Katherine Adams, Alan Dye, Billy Sorrentino, and John Giannandrea, with Srouji considering leaving and Jackson set to retire in January 2026 [1][2][5][6][9][22]. - The company has seen a total of eight executives confirm their departure since September, while only two new executives have been hired from outside [1][2]. New Executive Appointments - Apple has appointed Jennifer Newstead from Meta as the new General Counsel, effective March 2026, to replace Katherine Adams [3][9][11]. - Amar Subramanya, previously at Microsoft, has been appointed as the new AI Vice President, taking over from John Giannandrea [22][25]. Market Performance - Despite the executive changes, Apple is projected to achieve record iPhone sales in 2025, with an expected shipment of 243 million units, capturing a 19.4% market share, surpassing Samsung by 3.3% [3][22]. Design and AI Challenges - The departure of key design figures like Alan Dye and Billy Sorrentino to Meta highlights ongoing challenges in Apple's design and AI sectors, as the company struggles to replicate the success of competitors like Meta in the smart glasses market [12][20][22]. - Apple's AI initiatives have faced delays, with significant features for Siri being postponed by approximately 18 months, leading to speculation about the effectiveness of its AI strategy [22][30]. Leadership Dynamics - The recent departures have led to a concentration of power among four key executives: John Ternus, Eddy Cue, Craig Federighi, and Sabih Khan, with Ternus being viewed as a potential successor to CEO Tim Cook [29][30]. - Cook's future role remains uncertain, but he is expected to transition to a chairman position rather than stepping down entirely [26][30].