Apple(US:AAPL) 量子位·2025-10-09 09:34Core Viewpoint - Apple is reportedly planning a significant leadership change, with Tim Cook potentially stepping down as CEO and being succeeded by John Ternus, the current Senior Vice President of Hardware Engineering [1][4][6]. Group 1: Leadership Transition - Tim Cook may transition to the role of Chairman, following a path similar to that of Jeff Bezos and Bill Gates [3]. - The leadership shake-up is described as the largest in over a decade, with several key executives considering their future roles within the company [4][5]. - John Ternus, aged 50, is positioned as a strong candidate for the CEO role, having gained significant trust and influence within Apple [6][24]. Group 2: Tim Cook's Tenure - Tim Cook took over as CEO in 2011, inheriting a company with a strong product lineup, including the iPhone and iPad, which saw sales growth of approximately 200% from 2011 to 2016 [11][12]. - Under Cook's leadership, Apple became the first company to reach a market valuation of $3 trillion in January 2022 [16]. - Cook shifted focus towards higher-margin services, launching products like Apple Music, Apple TV+, and iCloud, which helped build a robust ecosystem [13][14]. Group 3: Challenges Faced - As Apple enters the AI era, Cook's conservative approach has drawn criticism, with many believing the company is lagging behind in AI advancements [17][18][20]. - The once-successful strategies under Cook are now seen as potential obstacles for Apple's future growth in the rapidly evolving tech landscape [19][40]. Group 4: John Ternus's Profile - John Ternus has been with Apple since 2001 and has played a crucial role in the development of key products, including the iPad and iPhone [26][28]. - Ternus is recognized for his collaborative approach, effectively bridging hardware and software teams, and is noted for his ability to manage large projects hands-on [35][36]. - His recent public appearances and interviews have showcased his strategic vision and leadership qualities, positioning him as a strong candidate for the CEO role [29][33].