Apple(US:AAPL) 猿大侠·2025-10-11 04:12Core 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 seen as a strong candidate for the CEO position, having gained significant influence within Apple and being trusted by Cook [20][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 and Apple TV+, which helped build a robust ecosystem [13][14]. Group 3: Challenges Faced by Apple - As the company enters the AI era, Cook's conservative approach has drawn criticism, with many believing that Apple is lagging behind in AI advancements [17][18]. - The once-celebrated leadership style of Cook is now viewed as a potential hindrance to Apple's growth in the rapidly evolving tech landscape [19][40]. - There is a growing consensus that Apple needs a CEO who is more technically savvy and product-oriented to navigate the challenges ahead [20]. 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 known for his collaborative approach, effectively bridging hardware and software teams, and has been instrumental in the transition to Apple's self-designed chips [34][35]. - His recent public appearances and interviews have showcased his leadership capabilities, further positioning him as a potential successor to Cook [29][32].