Bullish on Apple under Ternus leadership

Tim Cook's successor, John Ternus, has officially stepped into the spotlight. (True masters don't have Linkedin profiles) He was the key leader in the Mac's transition to self-developed chips. It was he who drove the leap in hardware performance, allowing the MacBook to completely shed "overheating and throttling". He is the father of the iPad: involved in the development of every generation of iPad. Even more hardcore, he once convinced software chief Craig Federighi to build iPadOS, because he firmly believed hardware potential shouldn't be bound by phone systems. • Hardware detail enthusiast: From the micro-precision assembly of AirPods to the magnetic charging solution of the Apple Pencil, these "small details" that change user habits all come from his engineering team. Apple's Vision in the Ternus Era: http://1. AI "Embodiment": Compared to cloud conversations, Ternus values "on-device AI" more. Future iPhones and Macs will become true AI computing centers, with privacy protection hard-coded into the transistors. 2. Robotics and Home: As a mechanical engineer, he is very likely to accelerate the deployment of Apple's intelligent robots (such as home centers with mechanical arms), extending Apple's ecosystem from fingertips to physical space. 3. The Endgame of Spatial Computing: Weight reduction and daily usability of Vision Pro are his top engineering challenges. His goal is to make "spatial computing" as simple as wearing a pair of black-rimmed glasses. As an engineer CEO who understands physical structures and loves delving into details, the future Apple will focus more on products.