由于苹果公司暗示可能转向AI搜索引擎，Alphabet股价周三大幅下跌，市值蒸发2110亿美元。苹果高管透露，正积极考虑将AI搜索集成到Safari浏览器中，并已与Perplexity AI等公司展开谈判。谷歌每年向苹果支付巨额费用以保持其在Safari上的默认搜索引擎地位，这一合作关系面临挑战。美国政府此前已对谷歌提起反垄断诉讼，指控其非法维持在线搜索市场的主导地位。

🍎 苹果公司正在积极探索将AI驱动的搜索引擎整合到其Safari浏览器中，以此挑战谷歌在搜索领域的主导地位。苹果服务部门高级副总裁Eddy Cue在证词中表示，虽然谷歌目前仍是Safari的默认搜索选项，但AI技术的变革可能为新玩家打开大门。

💰 谷歌为保持其在Safari浏览器上的默认搜索引擎地位，2022年向苹果支付了200亿美元，这一数字相较于2021年的180亿美元有所增加。分析师估计，这笔年度付款约占谷歌通过Safari产生的搜索广告收入的36%，并且在2020年占苹果运营收入的17.5%。

⚖️ 美国司法部于2020年对谷歌提起诉讼，指控其控制了约90%的在线搜索市场。法院已裁定谷歌非法维持其在搜索及相关广告领域的垄断地位。目前，法官正在决定谷歌和Alphabet将面临的处罚。苹果高管Cue表示，他对可能失去与谷歌的收入分成感到担忧。

TMTPOST -- Alphabet Inc. shares sank as much as 9.5% and settled 7.5% lower on Wednesday, leading to a loss of $211 billion in market value. Google parent suffered its worst day since October 2023 and the third largest daily percentage price drop since it went public in 2004, after its key partner Apple Inc. suggested a pivot that threatens Google’s dominance on search.

Credit：Google

Apple is "actively looking at" integrating an AI-powered search engine into its web browser Safari, said Eddy Cue, the senior vice president of Apple’s services unit overseeing the App Store and Apple devices’ default Safari browser, in a testimony in the U.S. federal government’s antitrust case against Google, Bloomberg reported on Wednesday.

Cue said he believes Google should remain the default search option on Safari but he acknowledged AI is a transformative wave that could open doors for new players. He said April was the first month search activity on Safari slipped.

Cue indicated Apple is considering alternatives such as OpenAI, Anthropic and Perplexity AI, the companies behind popular AI tools like ChatGPT, Claude and Perplexity Assistant. He said  Apple has already begun talks with Perplexity. He expected AI search engines will eventually replace standard search engine like Google.  

According to court documents filed in the U.S. Department of Justice’s lawsuit against Alphabet last year, Goolge parent company paid $20 billion to Apple in 2022 to be the default search engine on Safari. That marks an increase from the $18 billion reported paid in 2021. Analysts estimated Google’s annual payment of around $20 billion accounted for roughly 36% of of its search advertising revenue generated through Safari. The filling revealed in May 2024 showed Google’s 2020 payments accounted for 17.5% of the Apple’s operating income.  

Google was sued by the Justice Department in 2020 over its control of about 90% of the online search market, and a U.S. District Court judge ruled in last August the tech giant accted illegally to maintain a monopoly on search and related advertising. The judge now is determining what penalties Google and Alphabet will face as a result of the decision. Cue was reported on Wednesday to testify that he has lost sleep over the possibility of losing the revenue share from the two companies’ agreement.

更多精彩内容，关注钛媒体微信号（ID：taimeiti），或者下载钛媒体App