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, which raises concerns about its leadership stability and future direction in key areas such as AI and hardware development [4][6][24]. 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 [5][7]. - 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 improvements [7][8]. - Alan Dye's move to Meta's Reality Labs reflects dissatisfaction with Apple's AI integration pace [8]. - Katherine Adams is set to retire in 2026, and Lisa Jackson has also announced her retirement [9]. Concerns Over Key Personnel - Senior VP Johny Srouji, responsible for Apple's chip strategy, is contemplating leaving, which could have severe implications for Apple's competitive edge in hardware [11][12]. - Srouji's potential departure has prompted efforts from Apple’s leadership to retain him, including offers of increased compensation and a possible CTO position, a role that Apple has never formally established [11][12]. Talent Drain in AI - Apple is facing a talent exodus, particularly in AI, with engineers leaving for competitors like Meta and OpenAI, exacerbating challenges in keeping pace with AI advancements [14][15]. - The departure of key figures, including those involved in Siri and AI model development, has led to a significant morale decline within Apple's AI teams [14][15]. Design Team Challenges - The hardware design team has seen substantial attrition over the past five years, with many following former design chief Jony Ive to other companies, including OpenAI [17][18]. - OpenAI has become a major beneficiary of this talent drain, hiring numerous Apple engineers across various technical domains [17][18]. Power Structure Shift - The executive shakeup is reshaping Apple's power dynamics, with increased authority shifting to hardware engineering head John Ternus, services head Eddy Cue, software engineering head Craig Federighi, and new COO Sabih Khan [19][20]. - Ternus is viewed as a potential successor to Cook, especially with upcoming milestones like Apple's 50th anniversary [19]. Speculation on Tim Cook's Future - The executive turmoil has sparked speculation about Tim Cook's future, with indications that he may not retire soon but could transition to a chairman role [22][24]. - Concerns about morale, competitive compensation packages, and Apple's lag in AI are driving the urgency for talent retention [24].