Apple under Ternus: what comes next for the tech giant’s hardware strategy

Apple has named John Ternus, a longtime hardware executive, as its next CEO, succeeding Tim Cook. Unlike Cook, who built Apple into a $4 trillion services-driven powerhouse, Ternus is expected to refocus the company on hardware innovation. His tenure is anticipated to accelerate AI-powered devices such as smart glasses, camera-equipped wearables, and AI-enhanced AirPods, all tethered to the iPhone with Siri at the core. A foldable iPhone is reportedly on track for a September launch under his watch. Apple is also exploring home robotics, including a tabletop robotic arm display and potentially mobile or humanoid robots. Challenges ahead include memory chip shortages, shifting US tariff policies, and Apple's heavy reliance on Chinese manufacturing, though the company has begun shifting iPhone production to India.