When discussing the AI technological trend, Cook expressed great confidence. He defined it as "one of the most impactful opportunities in a lifetime," and stated that Apple has unique advantages to help customers use AI technology in more meaningful ways. In response to concerns about Apple's competitiveness in the AI field, Cook said that AI will give rise to new product and service categories, opening unprecedented opportunities for Apple.
In addition to the technology strategy, Cook unusually spoke publicly about the company's "succession" issue. He revealed that he has spent a lot of time thinking about the leadership structure for the next five, ten, and even fifteen years. Recently, several Apple executives have announced their retirements, and Cook explained that this is a carefully planned natural transition, not an unexpected event, and emphasized that developing a long-term leadership plan is the cornerstone of the company's stable development.
Regarding the current challenges in the hardware supply chain affecting the tech industry, Cook openly acknowledged that the company is facing a shortage of memory chips. Currently, Apple's Chief Operating Officer is leading a team to assess and implement multiple alternative solutions to ensure product supply stability.
Additionally, Cook reviewed the company's record-breaking performance and announced that Apple will hold a grand 50th-anniversary celebration in April this year. In terms of international markets, he specifically mentioned emerging markets such as India and Malaysia, believing these regions hold significant growth potential.
Key Points:
🤖 AI Strategy Centralization: Cook firmly believes AI is the core opportunity now, and Apple will launch new AI product categories by combining software and hardware.
👥 Succession Plan Transparency: Cook revealed that he is currently working on a leadership plan spanning 15 years, emphasizing that executive changes are part of a planned natural transition.
⚠️ Responding to Supply Chain Challenges: Admitted to the memory chip shortage issue, and has already launched multiple alternative plans, with top teams collaborating to resolve supply issues.
