9to5Mac Daily July 15, 2025 – Apple leadership, Mac growth
Jul 15, 2025
Apple's Mac shipments soared by 21% in Q2, outpacing competitors, while U.S. sales faced a slowdown. A major $500 million investment is set to enhance recycling of rare earth elements. The discussion also touches on Tim Cook's potential longevity as CEO, amidst challenges within the company. Speculations arise about his successor, particularly the Vice President of Hardware Technologies. Overall, it's a fascinating dive into Apple's strategic moves and future leadership landscape.
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Mac's Strong Growth Despite 4th Place
- Apple experienced a 21.4% year-over-year growth in Mac shipments during Q2, outpacing competitors significantly.
- Despite strong growth, Apple still ranked fourth in total shipments behind Lenovo, HP, and Dell.
Apple's Rare Earth Materials Investment
- Apple is investing $500 million in US rare earth magnet production and recycling to support supply chains.
- This partnership supports US manufacturing jobs and innovation, despite skepticism about moving iPhone assembly to the US.
Tim Cook's Extended Leadership
- Tim Cook is likely to remain Apple CEO for another five years or more, possibly up to two decades total.
- John Ternus, currently VP of Hardware Technologies, is likely to succeed Cook in the future.
