According to observers, Apple may need a new CEO in order to avoid falling victim to AI. According to analysts Walter Piecyk and Joe Galone of LightShed Partners, Apple needs a CEO who is focused on products, even if Tim Cook, the company’s current CEO, has brought operational experience to the position.
According to a media agency report, the experts said on July 9 that Tim Cook was the right CEO when he was appointed and has undoubtedly performed admirably.
Under Cook’s leadership, Apple has sold more than $2.0 trillion worth of iPhones. As pull-forwards connected to tariffs assist in stabilising replacement cycles that may finally be bottoming out, iPhone sales may actually show signs of life this quarter.
Can Apple Keep Up in AI Race is a Big Question-Analysts
But with Cook still in charge, analysts questioned if Apple could provide a slew of new AI capabilities and updates. According to them, AI will change industries throughout the world economy, and Apple could be one of the victims.
The memo was released the day after Apple revealed that Jeff Williams, its chief operational officer, will soon retire. Sabih Khan, who was born in India, has been appointed by the corporation to succeed Williams.
Khan joined Apple in 1995 and is highly recognised for having revolutionised the company’s global supply chain. He has been in charge of Apple’s operations team since 2019, managing global environmental sustainability, supplier accountability, and manufacturing projects.
Prior to the promotion, he served as senior vice president of operations for the corporation. He will now rank second in the large tech company, behind Cook, as COO.
Search for CEO Already Began
Apple needs drastic changes right now, according to LightShed analysts, even though the promotion of an executive who is currently in the company’s highest ranks indicates stability.
This is due to the fact that Apple is generally seen as having difficulty keeping up in the fiercely competitive AI race. Apple’s AI-enabled Siri has been delayed by almost a year due to alleged technical issues, and the company’s intelligence features have encountered glitches.
During the 2024 WWDC developer conference, the Cupertino-based tech giant announced features that would improve Siri’s comprehension of conversation context.
According to the LightShed team, it would be excessively compassionate to characterise the Siri delay as merely an instance of overpromising and underdelivering. They said that little had changed since then and that Apple was at a standstill when it came to AI.
Renowned developer Ruoming Pang, who was allegedly in charge of Apple’s basic AI model development, departed last week to join Meta’s artificial superintelligence division. Kevan Parekh replaced Luca Maestri as chief financial officer at the beginning of 2025.
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