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John Ternus faces critical decisions on iPhone pricing and US manufacturing – FT

John Ternus faces critical decisions on iPhone pricing and US manufacturing – FT | Render of a possible design for the iPhone 18 Pro

Incoming Apple CEO John Ternus is going to be facing two critical decisions soon after he takes the helm, says a new Financial Times report.

First, how to respond to a massive increase in memory prices, with Apple’s RAM costs increasing by more than 400% by next year. Second, how to shape the company’s manufacturing plans across China, India, and the US …

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Reflecting on when Steve Jobs passed the Apple CEO torch to Tim Cook

Apple CEO Tim Cook is giving up the title and passing the torch to John Ternus on September 1.

Unsurprisingly, Cook is taking on the role of board executive chairman, a position in which Cook is expected to remain very active as Apple’s chief global diplomat. Retiring as CEO? Yes. But retiring into the sunset? Hardly. You can take Tim at his word when he says he can’t imagine life without Apple.

As Apple’s CEO transition shifts into the public-facing phase, I couldn’t help but revisit some of the official press material from the previous changing of the guard.

That happened under very different circumstances, of course, with Steve Jobs at the end of his life. It’s incredibly touching to revisit now. There are also echoes of Steve’s endorsement of Tim Cook in Tim’s endorsement of the next Apple CEO, John Ternus.

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Tim Cook retirement ‘leak’ worked perfectly in predicting reactions

Tim Cook retirement 'leak' worked perfectly in predicting reactions | John Turner is walking with Tim Cook with a checkmark on the right

A supposed Tim Cook retirement leak late last year indicated that hardware head John Ternus was Apple’s planned successor and that the announcement would be made ahead of WWDC 2026 in June.

I wrote at the time that this was very clearly a trial balloon by the company in order to test reaction to the plan, and we can now see that this indeed paved the way for yesterday’s announcement

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More pointers to John Ternus as the next Apple CEO

John Ternus Apple Park

While everyone is careful to acknowledge that Apple CEO Tim Cook isn’t likely to retire imminently, and that the decision about his replacement hasn’t yet been made, there seems little doubt that John Ternus is the current heir apparent.

An extensive new Bloomberg profile underlines this, describing both internal and external pointers to the company’s favored choice …

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The New York Times profiles Apple’s expected next CEO

John Ternus Apple Park

It has long been an open secret that John Ternus is a leading candidate to succeed Tim Cook as Apple CEO, following more than fourteen years at the helm. Bloomberg’s Mark Gurman has reinforced that expectation through years of reporting on Apple’s succession planning.

Today, The New York Times adds to that narrative with a detailed profile of Ternus that positions him as a front-runner while also outlining several alternative internal succession paths.

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