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Kuo: Apple's Vision Pro Successors Off the Table as Focus Shifts to Smart Glasses

Incoming Apple CEO John Ternus signed off on a major revision of Apple's Vision Pro and smart glasses plans, consolidating Apple's work in the category.


According to Apple analyst Ming-Chi Kuo, Ternus nixed plans for a second Vision Pro and a lighter Vision Air. Kuo says there are only two smart glasses products in development, including the AI smart glasses that Apple is creating to rival the Meta Ray-Bans and a display-equipped set of AR smart glasses.

"I think removing the Vision Pro line was the right call, as Apple shifts resources toward smart glasses with greater mass-market potential," writes Kuo. Kuo says that the Vision products roadmap that he shared in June 2025 is no longer a useful reference because of the major changes that Apple has made to its plans over the last year. Kuo's product timeline originally featured seven products, but now it features just two that are still relevant.

Kuo believes the AI smart glasses will ship in 2027, while the display-equipped augmented reality glasses with "optical waveguides" won't come out until 2029 at the earliest. Optical waveguides pair a micro-display with waveguides that guide the image to the user's eyes. Lenses remain transparent, so the virtual content looks like it's overlaid on the real world view.

Bloomberg's Mark Gurman weighed in on Kuo's report and said the Vision Air was discontinued in October 2025, the display glasses meant to pair with a Mac were sunset in January 2025, and AI smart glasses will launch at the end of 2027.

While Kuo does not believe Apple is working on any version of a Vision Pro, Gurman claims Apple has a Vision Pro 2 "in testing" but the category is "on ice." Earlier this week, Gurman also said Apple is working on a cheaper, lighter Vision Pro, but the device is unlikely to launch before late 2028 or 2029.

John Ternus is set to take over as Apple's CEO on September 1, 2026. Current Apple CEO Tim Cook will remain on as Executive Chairman.
Related Roundup: Apple Vision Pro
Buyer's Guide: Vision Pro (Neutral)
Related Forum: Apple Vision Pro

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Apple 'Shakes Up' Oversight of Product Design Ahead of CEO Change

In his new role as Chief Hardware Officer, Apple's longtime chipmaking chief Johny Srouji has reorganized the company's hardware development leadership "to speed up work on future devices," according to Bloomberg's Mark Gurman.


The reshuffling is aimed at bringing chip and product development closer together.

"The hardware shake-up is also meant to better integrate teams working on in-house silicon with those creating products," explained Gurman.

The report said oversight of Apple's product design is moving from Kate Bergeron to two of her longtime deputies: Shelly Goldberg and Dave Pakula. Goldberg was already in charge of Mac product design, while Pakula led Apple Watch, iPad, and AirPods product design, but now they will oversee all of Apple's products.

Apple's product design group is distinct from the industrial design group, the report explained.

"Industrial design drives the overall vision and appearance of new devices, while product design focuses on translating those concepts into actual products that can be shipped to consumers," said Gurman.

Bergeron is gaining oversight of product reliability across all Apple devices, and she will continue to lead the team overseeing which materials are used for products.

With John Ternus set to become Apple CEO on September 1, the report said two of Ternus' former deputies will now report directly to Srouji: Matt Costello, who has led development of Apple's home and audio products, and Kevin Lynch, who runs a special projects group focused on the development of robotics devices.

The report outlines many other role changes, with the reorganization sounding quite significant overall heading into the Ternus era of Apple.
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Tim Cook to Step Down as Apple CEO, John Ternus to Lead Next Era

Apple has announced that longtime Apple CEO Tim Cook will be stepping down from his role on September 1, 2026, concluding a 15 year tenure that has coincided with Apple become one of the largest and most influential companies in the world. Tim Cook will transition to the role of executive chairman of the Apple ... Read More
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Apple's Tim Cook Shares Community Letter After Announcing Plans to Step Down as CEO

Current Apple CEO Tim Cook is set to leave his role on September 1, 2026, and as he prepares to step down as CEO, he has written a letter addressed to the Apple community.


Cook said that he starts his day reading notes from Apple users all over the world, which fills him with an indescribable gratitude. According to Cook, Ternus is the perfect person to take over as Apple's CEO.
To the Apple community:

For the past 15 years I've started just about every morning the same way. I open my email and I read notes I received the day before from Apple's users all over the world.

You share little pieces of your lives with me and tell me things you want me to know about how Apple has touched you. About the moment your mom was saved by her Apple Watch. About the perfect selfie you captured at the summit of a mountain that seemed impossible to climb. You thank me for the ways Mac has changed what you can do at work and sometimes give me a hard time because something you care about isn't working like it should.

In every one of those emails I feel the beating heart of our shared humanity. I feel a sense of deepening obligation to work harder and push further. But most of all, I feel a gratitude that I cannot put into words, that I somehow got to be the person on the other end of those emails, the leader of a company that ignites imaginations and enriches lives in such profound ways it defies description. What an honor and a privilege it has been.

Today we announced that I'm taking the next step in my journey at Apple. Over the coming months I will be transitioning into a new role, leaving the CEO job behind in September and becoming Apple's executive chairman. A new person will be stepping into what I know in my heart is the best job in the world. That leader is John Ternus, a brilliant engineer and thinker who has spent the past 25 years building the Apple products our users love so much, obsessed with every detail, focused on every possible way we can make something better, bolder, more beautiful, and more meaningful. He is the perfect person for the job.

John cares so much about who we are at Apple, what we do at Apple, who we reach at Apple, and he has the heart and character to lead with extraordinary integrity. I am so proud to call him Apple's next CEO. This company will reach such incredible heights under his leadership, and you will feel his impact in every bit of delight and discovery that grows out of the products and services to come. I can't wait for you to get to know him like I do.

This is not goodbye. But at this moment of transition, I wanted to take the opportunity to say thank you. Not on behalf of the company, this time, though there is a wellspring of gratitude for you that overflows inside our walls. But simply on behalf of me. Tim. A person who grew up in a rural place in a different time and, for these magical moments, got to be the CEO of the greatest company in the world. Thank you for the confidence and kindness you've shown me. Thank you for saying hi to me on the street and in our stores. Thank you for cheering alongside me when we unveiled a new product or service. Thank you, most of all, for believing in me to lead the company that has always put you at the center of our work. Every day we get up and think about what we can do to make your life a little bit better. And every day, you've made mine the best I could have asked for.

Cook will remain on as Apple CEO until September 1, 2026, which is when John Ternus will take over. After Ternus assumes the role of CEO, Cook will continue to advise Apple in a new role as executive chairman.
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Johny Srouji Taking Over as Apple's Chief Hardware Officer as John Ternus Transitions to CEO

Apple's Senior Vice President of Hardware Technologies Johny Srouji is set to take on an expanded role as Apple's Chief Hardware Officer as John Ternus transitions to his role as Apple's next CEO.


Srouji is going to lead Hardware Engineering, reporting to Ternus. Current Apple CEO Tim Cook said that Srouji has been pivotal in Apple's transition to Apple silicon.
Johny is one of the most talented people I have ever had the privilege to work with. He has played a singular role in driving Apple's silicon strategy, and his influence has been felt deeply not just inside the company, but across the industry. He has always led his organization with remarkable deftness and judgment, and time and again, his team has delivered breakthrough innovations that have transformed our products. We are incredibly fortunate to have him as Apple's chief hardware officer.

Srouji is well-known as Apple's chip lead, and he has overseen the development of Apple silicon chips for the Mac. Apple's hardware engineering team is responsible for all of Apple's hardware products, and Srouji will lead everything from product design to system engineering to reliability and durability testing.
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Apple CEO Tim Cook Stepping Down, John Ternus Taking Over

Apple CEO Tim Cook is stepping down as Apple's chief executive officer, and hardware engineering chief John Ternus is set to take over, Apple announced today.


Cook will continue on as Apple CEO through the summer, with Ternus set to join Apple's Board of Directors and take over as CEO on September 1, 2026. Cook is going to transition to executive chairman, and he will "assist with certain aspects of the company, including engaging with policymakers around the world."

In a statement, Cook said that his time as Apple's CEO has been the "greatest privilege" of his life.
It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company. I love Apple with all of my being, and I am so grateful to have had the opportunity to work with a team of such ingenious, innovative, creative, and deeply caring people who have been unwavering in their dedication to enriching the lives of our customers and creating the best products and services in the world. John Ternus has the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor. He is a visionary whose contributions to Apple over 25 years are already too numerous to count, and he is without question the right person to lead Apple into the future. I could not be more confident in his abilities and his character, and I look forward to working closely with him on this transition and in my new role as executive chairman.

Ternus said that he is optimistic about what Apple can achieve in the years to come.
I am profoundly grateful for this opportunity to carry Apple's mission forward. Having spent almost my entire career at Apple, I have been lucky to have worked under Steve Jobs and to have had Tim Cook as my mentor. It has been a privilege to help shape the products and experiences that have changed so much of how we interact with the world and with one another. I am filled with optimism about what we can achieve in the years to come, and I am so happy to know that the most talented people on earth are here at Apple, determined to be part of something bigger than any one of us. I am humbled to step into this role, and I promise to lead with the values and vision that have come to define this special place for half a century.

Apple says that the transition was approved by the Board of Directors and is the result of a "thoughtful, long-term succession planning process." The current board chair, Arthur Levinson, will become the lead independent director on the board.
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Apple CEO Candidate John Ternus is 'Well-Liked' and Helped Reverse 'Declining Product Quality'

In an in-depth article for Bloomberg Businessweek today, Mark Gurman profiled Apple's hardware engineering chief John Ternus, who is widely viewed as the leading candidate to become Apple's next CEO whenever Tim Cook decides to step down.


The article is very long, so we recommend reading it in full, but a few of the key takeaways are that Ternus is apparently "well-liked among Apple's leadership" and helped with "reversing a trend of declining product quality" at the company.

"Since getting the top hardware engineering role in 2021, he's overseen an expansion in Apple's product lineup, improving quality and focusing on functional improvements around battery life, performance and connectivity," wrote Gurman.

Cook reportedly gave oversight of Apple's design teams to Ternus at the end of last year, and Ternus has been making a lot more public appearances in interviews and in product introduction videos over the past few years. The profile provides a closer look at how Ternus has risen to become the frontrunner to succeed Cook eventually.

Cook has not shared his retirement plans with even some of his closest lieutenants, according to the report, so it is unclear when he plans to step down. Cook has served as Apple's CEO since 2011, and he reached the common retirement age of 65 last year. In a recent interview, he vaguely said "I can't imagine life without Apple."

The full Bloomberg Businessweek article: "Apple's 'Nice Guy' Heir Apparent"
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When Will Tim Cook Step Down as Apple CEO? Here's What Reports Say

There has been increasing discussion about Tim Cook eventually stepping down as Apple's CEO, but reports have offered differing timelines.


A few months ago, the Financial Times reported that Apple was preparing for Cook to step down as soon as early 2026. In his Power On newsletter today, however, Bloomberg's Mark Gurman said that timeframe "seems unlikely."

Gurman previously said he would be "shocked" if Cook stepped down before the middle of 2026, so he might remain CEO through WWDC in June at a minimum.

There has been speculation that Cook might become the chairman of Apple's board of directors after he steps down as CEO, but it seems like that transition will not happen imminently, as Apple's current chairman Arthur D. Levinson is up for re-election at the company's annual shareholders meeting on February 24.

Apple has a guideline stating that directors generally may not stand for re-election after age 75, but the company asked shareholders to make an exemption for 75-year-old Levinson, due to his significant experience and expertise.

Apple's Senior Vice President of Hardware Engineering, John Ternus, is widely viewed as Cook's most likely successor. Earlier this week, Gurman reported that Cook gave oversight of Apple's design teams to Ternus at the end of last year, and he said this move makes it "crystal clear" that Ternus is the leading CEO candidate.

Cook has been Apple's CEO since August 2011, and he reached the typical retirement age of 65 last year. It is sounding more and more likely that his time in charge of the company is inching towards the end, but Gurman seems confident that a passing of the baton is still many months away at least, rather than something that is imminent.


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Apple's John Ternus Takes Over Design in Latest CEO Succession Move

Apple's hardware chief John Ternus has been overseeing Apple design teams since late last year as Apple continues preparing him to take over as CEO, reports Bloomberg.


Apple CEO Tim Cook put Ternus in charge of the design teams the final months of 2025, expanding his responsibilities. Apple's software and hardware design teams were most recently managed by former Apple chief operating officer Jeff Williams, who retired from Apple in 2025. When Williams retired, Apple said the design teams would report directly to Cook, but Cook apparently handed the reins to Ternus.

Design is one of the most important divisions at Apple, and it has always been led by a senior executive. Jony Ive was in charge of the design team before he left and it was given to Williams.

Ternus is apparently the "executive sponsor" of all design on Cook's management team, which means he handles communications between design staff and the executive team. He represents the design team in executive gatherings, and manages design team leaders.

Bloomberg claims that inside sources said Cook is aiming to expose Ternus to more parts of the company's operations. Design decisions are made by consensus, so while Ternus is taking on a larger role, software engineering chief Craig Federighi and marketing chief Greg Joswiak continue to have a say in Apple's overall aesthetic.

Multiple reports have suggested that Ternus is the most likely candidate to take on the role of Apple CEO when Cook retires. Cook turned 65 last year, but there do not appear to be any imminent plans for his retirement. Ternus is Apple's youngest senior executive at 50, so he could have a long run if he is eventually promoted to CEO.

Ternus leads Apple's hardware engineering team, and he has been described as having an even temperament, strong attention to detail, and intimate knowledge of Apple's supply chain. Some at Apple fear that he is too risk averse, inexperienced with geopolitical issues, and not charismatic enough to run Apple.
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John Ternus Again Profiled as Apple's Likely Next CEO

With Tim Cook having recently turned 65 years old and a number of other senior Apple executives having already departed in recent months or heading for the exits, there has been significant focus on Apple's plans for who will succeed Cook as CEO.


Several recent reports have identified Apple's senior vice president of hardware engineering, John Ternus, as likely to be named the next Apple CEO, and The New York Times has now shared a profile of Ternus with some context on his expertise and how he is viewed within the company.

According to sources who spoke to The New York Times, Apple began accelerating its planning for β€ŒTim Cookβ€Œ's succession last year, with Cook having expressed a desire to reduce his workload.

While software chief Craig Federighi, services chief Eddy Cue, marketing head Greg Joswiak, and retail/HR chief Deirdre O'Brien have all reportedly been seen as potential candidates, Ternus "appears to have shot to the front of the pack," with Cook likely to remain as chairman of the company's board of directors.

Ternus is known for his expertise as an engineer, having worked on many of Apple's devices although he is "known more for maintaining products than developing new ones." Ternus also has only limited exposure to dealing with political and policy issues that come with CEO role.
"He's a nice guy," [former Apple engineer Cameron] Rogers said. "He's someone you want to hang out with. Everyone loves him because he's great. Has he made any hard decisions? No. Are there hard problems he's solved in hardware? No."
Ternus and others may quibble with that assessment, however, as Ternus has been involved with a number of innovative products over the years, including spearheading the effort to develop the iPhone Air and working on the upcoming foldable iPhone.

Ternus is seen as a natural successor to Cook, with an even temperament, strong attention to detail, and intimate knowledge of Apple's supply chain. But he may not bring the visionary focus and willingness to take risks that Steve Jobs had, leading to debate among Apple employees about exactly what type of leader is needed.

For more on Ternus and his work rising through the ranks at Apple, check out the full profile at The New York Times.
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Will John Ternus Really Be Apple's Next CEO?

There is uncertainty about Apple's head of hardware engineering John Ternus succeeding Tim Cook as CEO, The Information reports. Some former Apple executives apparently hope that a new "dark-horse" candidate will emerge.


Ternus is considered to be the most likely candidate to succeed Cook as CEO. The report notes that he is more likely to become CEO than software head chief Craig Federighi, Chief Operating Officer Sabih Khan, or marketing head Greg Joswiak.

Ternus is 50 and has worked at Apple since 2001. He is known for being dependable and good at following orders with an obsessive attention to detail. Colleagues describe him as calm, emotionally intelligent, logical, and conservative. He purportedly took the fall for Apple's butterfly keyboard internally, which earned him respect. He also led the transition of the Mac to Apple silicon to much success. These situations are said to have helped Ternus earn Cook's trust.

However, some voices in the company believe that Ternus is not ready to take on the role, which could delay a succession announcement. Some skeptics inside the company say that Ternus is too risk averse, leading to frustrations within his group. For example, some in Apple's hardware engineering department were disappointed that Ternus declined to fund more ambitious projects.

One of these individuals was vice president Tang Tan, who now leads OpenAI's project to build an AI hardware device designed by Apple's former chief designer, Jony Ive. Tan and Ive have since poached a large number of hardware engineers from Ternus' team to work on the unreleased device. Other critics say that Ternus "isn't a charismatic leader" and has had little involvement in the geopolitical affairs that have dominated the attention of Cook in recent years.

While Craig Federighi could succeed Cook due to his high profile, there are concerns that his focus on software may make him a poor fit for the role. He apparently prefers tackling technical problems rather than dealing with the kind of broader issues that the role of CEO demands.

Federighi is also risk-averse and voiced disproval over the Apple's spending on the Vision Pro and its now-canceled self-driving car project. He was also initially skeptical about AI, believing that the technology was overhyped and too unpredictable.

Cook has said publicly that he wants Apple's next CEO to come from within the company, but it is possible that the company could opt for a former employee. One such individual is said to be former Apple hardware executive Tony Fadell, who co-created the iPod.

Fadell reportedly told associates recently that he would be open to replacing Cook as CEO. Some former Apple executives believe that Fadell would help "shake up" the company from the perspective of a brash product leader.

Other individuals within Apple see the prospect as "unlikely," since Fadell was a "polarizing figure" when he worked at the company. Apple passed on acquiring Fadell's smart home company Nest in 2014 because some staff did not want him to return to the company.

Regardless of who succeeds him, Cook is now thought to be highly likely to retire in the not-too-distant future. Some analysts believe that β€ŒTim Cookβ€Œ "hasn't moved fast enough" or with the urgency of executives at Meta and Google to respond to the growing challenge of AI.

There are reportedly growing signs in Cook's personal life that he could be planning to move on soon. He apparently no longer routinely rises at 4 a.m. as he once did to go to the gym. Individuals around Cook have begun to notice a slight tremor in his hands, which was also visible during a recent visit to the White House.

In addition, Cook surprised colleagues when he purchased a luxury home outside Palm Springs, California. The report notes that he used to be noticeably more frugal, such as when he chose to rent a home in Silicon Valley rather than buying one to save money.

Senior Apple employees are said to be so sure of the likelihood of major management changes at the company, which could open up new opportunities, that they have raised the situation to many who have tried to recruit them.
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