… "Promoting John Ternus, the SVP of Hardware Engineering, to CEO says Apple is leaning into its hardware successes, which makes sense to us." Rosenblatt& 039;s interpretation differs from more aggressive perspectives. …
… If the roadmap holds, the transition will span several generations rather than arriving all at once. Apple stages major hardware shifts in phases, minimizing risk and giving developers time to adapt. …
… The effort centers on moving more Face ID hardware under the display without hurting security or usability. …
… Later that year, in December, another roadmap leaked, again expecting an iPad Air with OLED in late 2026 or into 2027. A year later, in October 2025, Apple was reporting to prepare OLED on multiple products, with a view to bringing it to almost all hardware within a few years. …
… The reported roadmap centers on hardware that introduces new categories for Apple and carries uncertain demand, including foldable displays and OLED touchscreen Macs. …
… Extending hardware Apple left behind Time Capsule still has usable hardware, and replacing the SMB layer addresses its biggest limitation. …
… The problem there is the expense of the hardware needed for it. …
… Instead, he praised the product roadmap Intel had. …
… At the same time, it has largely abstained from launching new hardware. …
… "Apple competes in hardware fairly. …