Apple is making its first CEO transition in approximately 15 years, with hardware chief John Ternus (ジョン・ターナス) set to become CEO. Key issues under the Ternus administration will include shifting the growth strategy for the AI era, launching new hardware, and sustaining the services business under regulatory constraints.
Apple is making its first CEO transition in approximately 15 years, with the CEO changing from Tim Cook (ティム・クック) to hardware chief John Ternus (ジョン・ターナス), while Cook will become chairman of the board. In its third-quarter results, revenue came to $109.4 billion, up 16% year on year, and diluted EPS was $2.02, with growth in each of the iPhone, Mac and services segments. The key question is whether Ternus's appointment will enable Apple to convert its hardware ecosystem into a source of competitiveness in the AI era.
On the implementation side of its AI strategy, Apple announced the introduction of Apple Intelligence and the integration of Gemini technology, outlining a policy of combining on-device processing with private cloud computing. Accelerating the commercialization of AI features, including advances in Siri and the launch of new hardware, will be a key priority, while the company has indicated that it plans to strengthen its ecosystem as a whole through the development of next-generation Apple Foundation Models.
Rising regulatory pressure is another challenge. The EU's DMA and antitrust litigation in the United States could affect the growth and profitability of the services business. The launch of new hardware, including the rumored foldable iPhone, will also draw market attention, but it has not been officially confirmed, and establishing long-term growth drivers is expected to take time.
After Ternus takes office, areas to watch include the pace of Apple Intelligence adoption, the extent of Siri's actual evolution, the feasibility of a foldable iPhone, and growth in the services business under the regulatory environment. The central focus going forward will be how Apple converts the strengths of its hardware and ecosystem into competitiveness in the AI era.