EP282. 庫克接班人上台，對蘋果和蘋概股將有何影響？ ft.科技專家吳金榮

from 數位時代 Business Next · host 數位時代 Business Next

擔任CEO滿15年，庫克將蘋果市值從2000億成長到4兆美元，並在公司成立50週年時刻宣布交棒。新任CEO特納斯(John Ternus)的能力和風格如何？接手後可能帶來哪些改變？科技專家吳金榮提出以下觀察： 1.特納斯從蘋果的核心硬體產品出身，有設計和製造經驗，從iMac, iPhone到Apple Watch和Vision Pro等產品，皆曾參與帶領團隊攻克難題。比起賈伯斯，特納斯更懂營運和供應鏈; 比起庫克，特納斯更懂設計和產品，等於具備前兩任CEO特質。 2.協助蘋果的電腦從英特爾的CPU順利轉換為蘋果自己開發的CPU，讓Apple Silicon成為蘋果掌握自身晶片發展的重心，擺脫依賴外界走向自主。 3.特納斯今年才50歲，年富力強，接手後可以有10-15年任期，可長期規畫公司未來，也符合蘋果穩定發展的目標。 4.在AI方面的落後，從語言模型到工具，是特納斯上台後需盡快解決的難題。和其他業者合作導入到蘋果各線產品，是務實解決問題的方法。當邊緣運算更進步，AI PC和AI手機直接受惠，蘋果仍站在有利位置。 5.對台廠供應鏈業者來說，對特納斯都熟識，也期待蘋果能盡快推出新技術和新產品，如折疊機和裸眼3D手機。 Powered by Firstory Hosting

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EP282. 庫克接班人上台，對蘋果和蘋概股將有何影響？ ft.科技專家吳金榮

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