John Ternus: what Apple’s new boss means for the Arab world

His experience in improving specifications and broadening what a product can do and who can afford it could help distinguish Apple products from competitors

Apple CEO John Ternus stands on stage at Apple's "Surprise and Shine" event at the company's corporate headquarters, Apple Park, on 9 September 2026 in Cupertino, California.
Benjamin Fanjoy / AFP
Apple CEO John Ternus stands on stage at Apple's "Surprise and Shine" event at the company's corporate headquarters, Apple Park, on 9 September 2026 in Cupertino, California.

John Ternus: what Apple’s new boss means for the Arab world

Earlier this month, John Ternus took over at the world’s second-most-valued company after a quarter-century there. He knows how Apple devices are made and how its designs become products on shelves, but he assumes responsibility as the concept of the smartphone changes. As artificial intelligence (AI) advances, a phone must now go far beyond running apps and taking photos; it must understand what a user wants, connect information, and carry out tasks on their behalf.

This will test Ternus, an engineer who has spent most of his career developing hardware, but who must now turn these capabilities into a reliable part of everyday life. Having studied mechanical engineering at the University of Pennsylvania, he worked on virtual reality systems before joining Apple in 2001.

He began in product design, became vice president of hardware engineering in 2013, and eight years later took overall charge of the division. He has helped develop products including the iPhone, iPad, Mac, and AirPods, and his appointment reflects Apple’s choice of someone who understands the core of its business.

One of the most important episodes of his career was the Mac’s transition to Apple’s own processors. It gave Apple greater control over hardware and software development. It also introduced the MacBook Neo, designed to make the laptop experience accessible to a broader group of consumers by using a different chip to lower the price. Together, the two projects show his experience not only in improving specifications but broadening what a product can do and who can afford it.

That will matter for a chief executive who must turn technical advances into convincing reasons to choose Apple devices. His team faced different priorities with the iPhone range, launched in autumn 2025. The iPhone 17 Pro and Pro Max focused on advanced performance. The iPhone Air pursued an exceptionally thin design while preserving durability. AirPods developed beyond noise cancellation to include hearing-health functions, with some even approved as over-the-counter hearing aids.

These were achievements of teams Ternus led, which show his ability to oversee products that acquire new functions while preserving the demands of design and performance. But running the company will be his ultimate test.

In January, Apple announced a multi-year agreement with Google under which future generations of Apple’s models will draw on Google’s AI and cloud technologies. Ternus inherits that partnership and must ensure it gives Apple the capabilities it needs without eroding its products' distinctiveness. Leading a company that relies on a competitor for a key part of its service future requires commercial and strategic judgement, not just engineering excellence.

REUTERS/Carlos Barria
New Apple CEO John Ternus speaks as Apple holds an event at the Steve Jobs Theatre on its campus in Cupertino, California, US, on 9 September 2026.

Apple in the Arab world

Apple’s relationship with the Arab world is broader than comparisons with Nvidia’s and Microsoft’s Gulf partnerships might suggest. Its presence extends beyond device sales into app development, training, and payments. Arabic is already built into the operating system, keyboard, translation tools, screen-reading functions, and voice control. Ternus therefore inherits an established relationship.

In the next phase, AI will become central to the value of Apple’s products. Siri (its virtual assistant) began supporting Arabic in December 2015 for users in Saudi Arabia and the UAE, but more than a decade later, Arabic still does not appear among the languages Apple Intelligence (the company’s built-in AI system) currently supports.

In January, Apple announced a multi-year agreement with Google under which future models will draw on Google's AI and cloud technologies

The gap reveals uneven service development within the same device. A user can read and translate text and voice in Arabic, but some of the newest capabilities still require another language. As smartphones move towards understanding context to carry out tasks, the order in which languages receive support will increasingly determine how much value users derive from what they have paid for.

Apple is deepening its ties with the Saudi economy. In December 2024, the company said it had spent more than $2.6bn with Saudi businesses over the past five years but did not specify how much of that went on factories or data centres. Apple also said that earnings by Saudi developers were up more than 1,750% since 2019 and that 2,000 female students had completed coding courses through its academy in Riyadh.

The growth rate does not reveal the absolute value of those earnings, but it does point to local activity that is expanding through Apple's platform. The relationship is even more visible in daily services. Since Apple Pay launched in Saudi Arabia in 2019, its use has extended into public transport. In December 2024, Apple announced that Riyadh had become the first city in the Middle East to allow passengers to pay metro and bus fares through Express Mode, without unlocking their phone or watch.

REUTERS/Fahad Shadeed
A woman using an iPhone visits the 27th Janadriya festival on the outskirts of Riyadh on 13 February 2012.

Different business models

The Saudi online store followed in July 2025 with direct Arabic support. In the UAE, Apple's store count rose to five with an opening in Al Ain. An unevenness across markets makes talk of a 'single Arab strategy' difficult, but Apple occupies a different position from companies involved directly in building Gulf computing capacity.

Nvidia's partnership with Saudi Arabia's AI company HUMAIN targets infrastructure with capacity of up to 500 MW over five years, while Microsoft has announced $15.2bn in investment in the UAE from 2023-29. Both companies are therefore central to national infrastructure plans. Apple's relationship with the region is built primarily around devices, applications, and services. It is a different business model, giving Ternus room to draw Arab developers and institutions more deeply into emerging uses of AI.

Arab capital has its own history with Apple. In 1997, when Apple was struggling, Prince Alwaleed bin Talal took a punt and bought more than 5% of the company's shares for about $115mn (the shares were purchased on the open market, so describing the investment as 'direct financing that rescued Apple' would be inaccurate). More recently, data compiled by Fintel from US regulatory disclosures indicate that Mubadala (Abu Dhabi's sovereign wealth fund) disposed of its declared direct Apple holdings during the second quarter of 2026, although this does not necessarily infer a trend.

Apple's regional interests now extend well beyond hardware sales. Spending with Saudi businesses ties it to the local economy, rising developer earnings make its platform a source of income, and Apple Pay has entered everyday life, giving the company an economic and human base from which to expand AI use. Yet as ties with the market deepen, Arabic still lags in terms of access to some advanced Apple capabilities.

Major computing projects have placed Nvidia and Microsoft deep inside the Gulf states' broader technology strategies. Their different business models explain much of the contrast, but Ternus will ponder how Apple can turn its existing regional presence into a larger role in the next technological phase, including how  it can help local developers to build, and Arabic-speaking users to accomplish, more within its ecosystem.

JUSTIN SULLIVAN /  AFP
Attendees take pictures of new AirPods Pro headphones during an Apple special event at Apple headquarters on 9 September 2025 in Cupertino, California.

Making a difference

The evolution of AirPods offers one indication of what Ternus may bring. Developing the earbuds so that eligible models could function as hearing aids gave a health-related use to a leisure product that users already owned. The same experience could help shape the deeper integration of AI across Apple devices. The value of a smartphone may increasingly depend on its ability to understand a request involving a message, an appointment, and an image, then carry out the task correctly. That is a plausible direction suggested by Ternus's record, rather than a programme he has announced.

Getting there will require capabilities beyond his own specialism, but hardware teams can improve processors and batteries. Understanding a request and executing it accurately depends on models, software, and integration across applications. If an assistant fails at a simple task, excellent hardware will offer little consolation. One of Ternus's tests will therefore be whether he can give Apple's software and AI teams the resources and authority they need, while removing the obstacles that hinder cooperation between them. He must also manage Apple's reliance on Google so that technical improvements reach users as part of a coherent experience.

In the Arab world, the company has an opportunity to build on its Developer Academy in Riyadh. Training could be linked to practical projects that use Apple's AI tools to address local needs in education, work and daily services. Developers who understand both Arabic and the contexts in which it is used may identify problems that broader testing misses. Deeper cooperation, however, would require tools that genuinely support Arabic and real opportunities to test, refine and deploy applications.

REUTERS/Brendan McDermid
Apple's CEO Tim Cook and John Ternus, Apple's next CEO, attend the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, US, on 9 July 2026.

Former chief executive Tim Cook's continued presence at the firm as executive chairman gives Ternus support in international relations and engagement with policymakers. However, he will remain responsible for the product. For Arab users, progress can be judged by when new capabilities become available, how well they perform, and how widely local developers can use them.

Users will feel the difference when they can complete a task that their device could not previously handle in Arabic. Developers will see it when they can build services that reach new audiences. That is where the effect of Apple's new leadership will ultimately be felt: in what users can actually do with its devices each day.

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