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Strategy

John Ternus, Apple’s new CEO, inherits a rebounding China business—and some messy headaches

New Apple CEO John Ternus inherits a China business under siege from U.S. protectionism, Beijing's regulatory squeeze, and weakening consumer loyalty—a geopolitical vise that his predecessor navigated for years.

Sunday, April 26, 2026 12:00 PM UTC2 MIN READSOURCE: Fortune AIBY sys://pipeline

Apple's new CEO John Ternus takes over as Tim Cook becomes executive chairman, inheriting Apple's critical China business at a pivotal moment. While China remains central to Apple's supply chain and markets, Ternus brings less documented China experience than his predecessor, facing headwinds from U.S. protectionism, Beijing's regulatory environment, and shifting Chinese consumer preferences.

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