Apple(US:AAPL) 国芯网·2025-12-09 04:38Core Viewpoint - Apple is experiencing a significant leadership crisis, with four key executives resigning in a short period, indicating deeper strategic issues within the company, particularly in the AI sector [1][3]. Group 1: Executive Departures - Four high-ranking executives, including the AI and machine learning strategy head, the user interface design VP, the general counsel, and the environmental policy VP, have announced their departures within four days [1]. - Johnny Srouji, the head of Apple's custom chip division, is also reportedly considering leaving, highlighting a broader trend of instability across critical departments [3]. Group 2: Strategic Implications - This wave of departures is seen as a reflection of Apple's struggles in the AI era, raising concerns about the company's strategic direction under CEO Tim Cook [3]. - The resignations are not merely coincidental; they reveal a systemic trust crisis within Apple as it falls behind in the new AI wave [3]. Group 3: Internal Morale and Talent Drain - An internal survey indicated low morale within Apple's AI team, with employees referring to it as "AI/MLess," suggesting a lack of effective AI initiatives [4]. - There has been a significant talent exodus to competitors like OpenAI, Google, and Meta, with over ten core technical personnel leaving Apple in 2025 alone [4]. - The departure trend is moving from the executive level to engineers, with numerous top engineers transitioning to rival companies, further exacerbating Apple's challenges [4].