Apple could deal a painful blow to Google

The move could affect the long-standing partnership between Apple and Google. For years, Google has been the default search engine on Apple's Safari browser.

Apple is actively considering integrating AI-powered search engines into the Safari browser (Photo: Tom's Guide).

According to experts' estimates, to reach the above agreement, the search giant had to pay Apple about 20 billion USD per year, equivalent to 36% of search advertising revenue generated through the Safari browser.

However, Google is facing fierce competition from AI startups like OpenAI and Perplexity.

Eddy Cue, Apple's senior vice president of services, revealed that Safari searches fell for the first time last month, largely due to increased use of AI.

Cue also expressed his view that AI search providers, including OpenAI and Perplexity AI, will soon replace standard search engines like Google, so the company will add those engines as options in Safari in the future.

“We will add these AI search tools as options. They may not be set by default,” Cue shared.

Apple previously struck a deal with OpenAI to offer ChatGPT as an option in Siri. Google is reportedly trying to secure a similar deal to embed Gemini AI technology in Apple devices.

Google will suffer heavy losses if it loses its exclusive agreement with Apple (Photo: Reuters).

"Losing its monopoly on Apple products would have serious consequences for Google. If there were a viable alternative, many advertisers would likely shift their budgets away from Google," said analyst Gil Luria of research firm DA Davidson.

Last year, Apple and Google expanded their agreement to include Google Lens as part of the Visual Intelligence feature on the latest iPhones, which lets users take a photo and use Google AI to analyze the image.

Source: https://dantri.com.vn/cong-nghe/apple-co-the-giang-don-dau-vao-google-20250503174314613.htm