Apple’s AI director John Giannandrea will retire in spring 2026.
He will be replaced by Amar Subramanya, who has a background from Microsoft and Google, and will take charge of the Foundation Models team and AI research under Craig Federighi.
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According to IDC, smartphone shipments will decline in 2026 due to memory chip shortages driving up prices.
However, Apple is forecast to return to growth in 2025, driven by iPhone 17 demand, especially in China; even as volumes decrease, the average selling price will rise, and market value will reach record highs.
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Meta has poached Apple’s long-time user interface design boss Alan Dye. He will move to become Meta’s head of design at the turn of the year.
At Apple, Steve Lemay will then take Dye’s place.
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Apple announced that General Counsel Kate Adams and Vice President of Environment, Policy, and Social Initiatives Lisa Jackson are retiring.
Adams will be replaced in March by Jennifer Newstead, formerly of Meta. Jackson has led many of Apple’s equality, environmental, and policy initiatives since 2013.
Adams and Jackson are the latest names in Apple’s recent wave of executive departures, meaning they join several other executives who have left the company in recent months. 
https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html
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CLSA has raised Apple’s target price to $330 (previously $265) due to better-than-expected iPhone sales and AI features finally coming into wider use next year.
The company estimates Apple will bring significant AI updates, for example, to Siri next spring, even though many Apple Intelligence features are still delayed.
According to them, Apple’s stock outlook remains strong, especially thanks to the good demand for Pro models.
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Below is an article that discusses, among other things, how Apple has experienced an exceptionally turbulent period in its leadership. Several top executives have announced their departure, for example, one is moving to Meta, and there is also speculation about Tim Cook’s future.
These changes come at a time when Apple is being criticized for falling behind in the AI race, with examples such as the delayed Siri overhaul and Vision Pro still being a niche product.
On the other hand, the article mentions how, at the same time, the iPhone 17 is selling well and new recruitments could accelerate Apple’s AI strategy. Apple’s AI solutions will likely determine a great deal of the company’s direction now and in the future. A pretty good summary of Apple’s situation, though much of it is already familiar. 
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