Apple under Ternus: what comes next for the tech giant’s hardware strategy
As Apple races to stay competitive in AI while navigating tariffs and supply chain uncertainty, the company’s future is about to shift under new leadership. On Monday, Apple announced that John Ternus will take over as CEO later this year, succeeding Tim Cook. Cook transformed Apple into a $4 trillion global powerhouse, expanded its services business, and oversaw some of the most profitable years in tech history. Ternus brings a different kind of skillset. A longtime hardware executive, he has spent his career building Apple’s devices rather than managing the broader business. Ternus joined Apple in 2001 and rose through the ranks of hardware engineering. Along the way, he has contributed to some of the company’s biggest products, including AirPods, the Apple Watch, and Vision Pro. His appointment signals a renewed focus on hardware at a moment when Apple is under pressure to define its next era. Ternus will now help determine what that looks like. Hardware with AI at the center Rather than trying to compete head-on with companies building the biggest AI models, …









