As the US court ruled that Google has monopolized search, Apple is likely to accelerate the introduction of AI search. Google has been paying Apple $200 million annually as the default search provider for Apple’s Safari browser, but there is analysis that this ruling could lead to the withdrawal of this contract. This is expected to reduce Apple’s advertising revenue by 3-5%, and Apple is considering introducing AI search to secure a new source of revenue. Apple has already announced that it will integrate ChatGPT into Siri, and it is likely to introduce an AI-based search solution in the future. On the other hand, Google may lose the opportunity to secure search data, which could make it difficult to compete in AI search. It is expected that it will take more than a year for Google to take specific measures, such as separating its business units or terminating the contract.
Apple, Google ‘Search Monopoly’ Ruling Accelerate AI Search
