Safari searches were first immersed in 22 years, admits Eddy Cue d’A Apple and is because more people use Alas instead of

• There may be a great change in iPhone search features How users know them. Apple The Senior Vice President of Services, Eddy Cue, said in a witness that the company proposes to renew the Safari search function to incorporate more AI functions. For the first time in 22 years, Apple saw a decrease in Safari’s search volumes, with an indication that blamed an increase in AI searches.

Google It can be at a crossroads of the future of its search engine, as Alas becomes an increasingly popular and convenient medium for finding information.

Westing in an antimonopoly trial with regard to Google, Apple Senior Services Vice President Eddy Cue said that fewer iPhone users use the Google search function in their Safari web browser, instead of AI’s functions.

“For the first time over 20 years; I think we have been 22 years in this, until the month, our search volume went down,” said Cue, according to Mlex report of the witness.

“This has never happened in twenty years,” he added. “If you ask what happens, it is because people use Chatgpt. It is using perplexity. Sometimes I use it.”

The Department of Justice and a coalition of states recently sued Google’s relative alphabet, claiming that the technological giant’s exclusivity agreements with companies like Apple were monopolists. The demand ruling could break down a report Offer of $ 20 billion a year Between the two technological giants: once for both.

Apple is already “actively looking” by renewing safari without the Google function, instead of planning to better integrate AI tools such as Openai, Perplexity and Anthropic, said Cue. Although the Senior Vice President said that the company has had conversations with perplexity, Ai’s search provider would not be the default of the browser.

Investors were initially shocked to the outreach. Google shares were negotiated up to 8% Wednesday after the testimony – ensuring about $ 140 of its stock capitalization – but since then the actions price has been recovered. Apple shares dropped by 1.1% on CLOSE on the market on Wednesday and increased by about 2% from Thursday afternoon.

Google said in a statement Posted on its Wednesday website, it continues to see the overall growth of consultation on its platform.

“This includes an increase in total consultations from Apple devices and platforms,” ​​the statement said. “More generally, as we improve their search with new functions, people see that Google search is more useful for more than their queries, and they access new things and new ways, either from browsers or Google application, using their voice or google lens.”

Apple and Google did not respond to FortuneThe request for comments.

What does Google and Apple mean

Beyond CUE comments, there is already evidence that Internet users are diverted from traditional search engines on social networks and IA to collect information quickly. A report by Bernstein Research in September 2024, quoting Forbes Advisor and Talker Research of 2,000 North -Americans, said that 45% of the Z gene is more likely to use “social search” on social media instead of Google. About 35% of millennia, 20% of gene XAnd less than 10% of boomers use “social search” in comparison.

The number of zoomers using tiktok and Instagram As primary search engines have increased from 40% in 2016 to 52% by 2023, according to GWi Core data, according to the report.

“The younger audience is” looking for “, not” googling “, said Bernstein’s analyst, Mark Shmulik and his colleagues, in a note that accompanies the investigation. “And they are increasingly heading to social media as Tiktok for restaurant recommendations, directly to scale aggregators Amazon For retail and generative search for AI as a Chatgpt for homework. “”

Despite the CUE indication that some users may prefer to go to Google, Douglas Anmuth, responsible for the Capital Research on the Internet of JPMORGAN, believes that it is not time for Google to panic.

“CUE comments suggest that AI suppliers have improved significantly for the last two years,” Anmuth said in a Thursday note to investors. “And we acknowledge that they have a high degree of competition for Google, although we believe that it can be handled through the innovation and continuous execution of the product.”

Google has obtained the market share in Apple’s web browser, with Chrome’s share it went from 47% to 53% from 2020 to 2025 years, said Anmuth, citing quotation Statcounter data. In the meantime, the safari market share among web browsers decreased from 37% to 31% in the same period of time. Anmuth argued that Google also benefits from a Increased use of Gemini Ai.

Bets are high for Apple. With its own delay Apple Intelligence, the company has constantly trusted on third party platforms. Apple loved an agreement With Openai to Tilt -in Chatgpt as part of Apple Intelligence in his iOS 18 operating system. With the appearance of Deepseek as an open open source alternative to other AI models, Apple can benefit from an increase in competition by reducing costs and promoting innovation between Future Persever to the AI.

“Apple was not in the business of forming their own models”, Box, I talked to Fortune In January. “So Apple wants so many advances to be in the open source space, because they can only run the phones and then deliver them … Intelligence to all their users without having to have the type of capital expenses of the other companies.”

This story originally presented to Fortune.com

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