
The Apple Inc logo is seen hanging at the entrance to the Apple store on 5th Avenue in Manhattan, New York, US, October 16, 2019. — Reuters
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The move to integrate Apple’s AI -powered search options into its Safari browser poses a significant threat to Google’s advertising revenue on iPhone users.
As a result of this growth, Google’s parent company, Alfbit, has declined sharply, which has dropped by about $ 150 billion to 7.3 percent from its market diagnosis.
During a distrust hearing about Google’s market dominance, Apple’s executive executive executive Eddiek revealed that the search for safari has decreased for the first time last month as consumers are quickly approaching AI alternatives. Apple stock closed 1.1 %.
Google said it has continued to grow the total number of search questions, including “Total questions coming from Apple’s devices and platforms”.
The company wrote, “People are seeing that Google Search is more useful for their more questions. And they are gaining access to new things and new ways.”
Google presented sound and visual search features as partners in enhancing search volume. It was unclear whether Qi was using the same basis for comparison in his testimony when you analyze the search types.
Nevertheless, Apple’s executive comments suggest that the search is likely to change the earthquake, which threatens Google’s dominant search business – which is an advertising destination for marketers, which has now become a target for the United States’ anti -trust regulators, which has led to a major target against the company.
Analysts have estimated that Google has a default search engine on Apple’s browser, which is a prestigious position for which it pays about $ 20 billion a year to the iPhone maker, or about 36 36 % of its search for its search by the safari browser.
Banning the pre -determined search engine from Google companies is among the treatments that the Department of Justice has proposed to break its dominance in online search.
“Improvement waste in Apple should have very severe consequences for Google, even if there are no further steps,” said Gul Loria, an analyst from DA Davidson.
“Many advertisers have all their search advertisements with Google because it is practically a monopoly with about 90 90 percent of the shares,” said Loria.
Google is not defense.
After the launch of the Chattagpat at the end of 2022, critics also written in the AI race, Google has reached its deep pocket to fund its AI’s efforts and to benefit its extensive data.
The company introduced an “AI mode” on its search page earlier this year, and tried to keep millions of its users out of other AI models.
It has recently extended the AI review – summarizes that appear on the relevant web pages on the inquiry into the search on traditional hyperlinks.
CEO Sunder Pachai testified at a non -confidence trial last month, saying that Google hopes to agree with Apple by the middle of this year to include its Gemini AI technology on new phones.
Bloomberg reports on Wednesday that the company will include AI search providers, including Openi and Trouble AI, as a search option in the future.
“(Apple’s plan) also shows that advertising, media and technology principal analyst Yuri Vermaser said,” (Apple’s plan) also shows the extent to which generative search sites, such as chat GPT and anxiety. “
Google is ready to pay tens of billions of dollars to remain a default search engine, showing how important the contracts are, Vermor said.
For example, in April, Chattgupat reported more than 1 billion weekly web search for its search feature. It has more than 400 million weekly active users by February