In a recent interview, Bloomberg's chief Apple correspondent Mark Gurman shared insights into Apple's leadership transition and its product roadmap under new CEO John Ternus. Following Tim Cook's departure, Ternus's first major product launch included the debut of the iPhone Duo, Apple's first foldable smartphone.
Product LaunchesJohn TernusApple
John Ternus Era: Apple's Strategic Shift Toward AI and Foldables
Gurman noted that Ternus's management style appears more decisive regarding Apple's strategic direction, particularly in the realm of artificial intelligence. While the recent iPhone event focused on the "intelligent personal hub" concept—a narrative pivot reminiscent of the early iMac era—the company is expected to introduce a wave of new AI-native devices over the next 18 months.
These upcoming products are expected to include a smart home hub, potentially featuring a screen and a new operating system designed for Siri AI, and potentially smart glasses arriving around 2027. There is also speculation regarding camera-equipped AirPods that would utilize visual intelligence to provide contextual information to users.
Despite the momentum, challenges remain regarding privacy and social acceptance, particularly as Apple moves toward devices requiring ambient audio and visual sensing. Additionally, the company faces the critical task of establishing a post-iPhone centerpiece as it navigates the transition from the "Cook era" of scale and privacy to a new era defined by generative AI integration.
Sources
- Can John Ternus find Apple’s next big thing? （The Verge AI, 2026-09-21）