Safari searches were first dipped in 22 years, admits Apple Eddy Cue and that's because more people use more people instead of AI

• There may be a major change for iPhone search features Like users know them. Eddy Cue, Senior Vice -President of Apple Services, said in the test that the company is considering updating the Safari search function to add more AI features. For the first time in 22 years, Apple saw a decrease in search volumes, the speed of which accused AI's search.

Google may be at the crossroads of your search engine's future as AI is becoming increasingly popular and convenient to find information.

Recognizing Google's anti -monopoly trial, Eddy Cue, Senior Vice -President of Apple Services, said that fewer iPhone users use Google's search function in their safari web browser, instead turning to AI functions.

“For the first time over 20 years old – I think we've been on it for 22 years – the baby, our search volume actually fell,” said Cue, according to Cue Report from the certificate.

“This has never happened in 20 years,” he added. “When you ask what's going on, it's because people use chatgpt. They use puzzles. I use it at times.”

The Ministry of Justice and the Coalition of the States recently complained the alphabet of Google's parent company, claiming that the exclusive transactions of the giants with companies such as Apple were monopoly. The judgment of the court proceedings may break the $ 20 billion announced between two technical giants per year-for both blow.

Apple is already watching “actively” a safari without Google function, instead of planning to better integrate AI tools like Openai, puzzled and anthropic, Cue said. If the older Vice -President said the company had been amazed, the AI ​​search service provider would probably not be the default of the browser.

Investors were originally shocked by disclosure. Google shares traded 8% – about $ 140 from market capitalization after testimonies – but the price of this share has recovered since then. Apple's shares were 1.1% on Wednesday at Market Close and about 2% on Thursday afternoon.

Google said a statement Posted on his website on Wednesday, he continues to see the overall growth of the query on his platform.

“This involves increasing the total requests from Apple's devices and platforms,” ​​the statement said. “More generally, when we improve the search for new features, people see that Google search is more beneficial for these queries – and they will access it for new things and in new ways, be it browsers or Google application using their voice or Google Lens.”

Apple and Google did not respond TreasureComment application.

What does this mean for Google and Apple

In addition to Cue's comments, there is already evidence that Internet users turn to traditional search engines to social media and AI to quickly collect information. Bernstein's research report from September 2024, referring to the 2000 American Forbes advisor and speaker research, noted that 45% of Gen Z is more likely to use social searches on social media instead of Google. Approximately 35% of the millennium, 20% of Gen X and less than 10% of boomers use social search for comparison.

According to GWI Core, according to GWI Core, the number of zooms using Tiktok and Instagram has jumped from 40% to 52%, the report said.

“Younger audiences are looking for”, not “Google”, “said Bernstein analyst Mark Shmulik and his colleagues in a research note.”

Despite the CUE indication that some users may prefer AI to Google, Douglas Anmuth, Head of Research in US Internet shares, believes that Google does not have the time to panic.

“Cue comments suggest that AI providers have been dramatically healed in the last few years,” Anmuth told investors in a Thursday note. “And we admit that they have elevated competition for Google, although we think it is managed by continuing product innovation and execution.”

Google has actually achieved market share in Apple's web browser, Chrome's share will increase from 47% from 53% to 2020-2025, Anmuth said, referring with reference Data StatcounterTo. In the meantime, the market share of the safari decreased from 37% to 31% among web browsers over the same period. Anmuth claimed that Google will also benefit Increased use of twins AITo.

The stakes are also high for Apple. The company has been constantly lagging behind in its Apple intelligence, the company has constantly relied on third -party AI platforms. Apple created an agreement with Openai to rely on Chatgpt as part of Apple Intelligence in its OPS system in iOS 18. As Deepseek is cheaper open source alternative to other AI models, Apple can benefit Apple from increasing competition and future innovation.

“Apple didn't train its models,” said Aaron Levie, CEO of Box, a cloud -based storage company Treasure in January. “So Apple wants to have as many breakthroughs as possible in the open source room, because they can simply run on their phones and then … Intelligence to all their users without having their own kind of capital costs for other companies.”

This story was originally reflected on Fortune.com