Apple already competes with Google in some search verticals, for example if you ask Siri to find a pizza restaurant, you will get an iOS pop-up with results that link to Yelp for reviews and Apple Maps for directions.
I don’t see Apple competing directly against Google in general-purpose search. But I could definitely see them expanding what iOS does “natively” to include Siri handling more queries itself rather than punting out to Google results.
I mean, sure they could, but what would that expense gain them in terms customer experience?
Furthermore, as inquiries of monopoly power poke at Apple, there is likely little appetite (if there ever was) to expand their monopoly horizontally into other industries.
Giant piles of money
> in terms customer experience?
This being the top concern doesn't really mesh with the game theory of google giving them $15B. If everyone believed UX was apple's primary concern, and that google was the best option, then google would not have to pay.
Google is paying for Apple to not have the default be Google search. If Google wasn't paying, Apple would be able to offer the default search provider to someone else or make it a user selectable choice in the new phone setup.
Google is paying to keep Apple from thinking about their own provider or shifting the default to Bing.
https://www.statista.com/statistics/297137/mobile-share-of-u...
Organic search from a mobile device is 60% of all Google searches. If we take the 50/50 breakdown for iOS vs Android and apply it there, 1/3rd of all google searches are from iOS.
That's what Google is paying for - making sure that people who don't care about their search provider continue to make up 1/3 of all of their searches (and data gathering).
The next thing to consider back on that "what would the expense gain" ... does Apple have the resources to spin up a 1/3 google data center. I mean, yea they do... but that's expensive and if they aren't selling adds, it is purely an expense.
I don't think it's a technology issue, it's a business one. They have built a position on customer privacy and moving into the search/ad business is inconsistent with that. Take Google's money and let the Goog take the flak on privacy.
Those are very different worlds, that require organizations built in very different way.
[1] https://www.investors.com/etfs-and-funds/sectors/sp500-every...
Not for Apple - they have hardware excellence in their DNA, but the web and internet services aren't a core competency (yet?). They have made huge strides from the disaster that was MobileMe, but they are nowhere close to where the Bing or Google search teams are.
Yes, thats why my $4000 macbook pro keyboard inserts double keys strokes on 50% of key presses. The excellence must all be in the magic touchbar that periodically stops working so I cant even use vim because the ESC key is on a broken touch screen.
I think this is even more outlandish than switching to Bing.
Google Search accounted for $100B in revenues. iOS has ca. 14% browser market share. Assuming that mobile users search as much or are as valuable as desktop searchers, then that suggests iOS users generate ca. $14B in revenue. Of course, it's likely iOS users are more valuable than the average Google user, but it gives a rough run of the numbers.
Google is happy to pay all of this revenue back to Apple so that they don't suffer indirectly in other parts of the business by having an Apple competitor or with Bing as default.
Apple on the other hand needs to generate this value from a standing start. It's difficult to see how they'd feasibly get to > $15B net monetization on such a massive and risky undertaking.
They could buy another search engine, but again getting Duck Duck Go to scale Google scale and relevance is still honestly a massive project.
I think they would risk losing people to Android phones as well. If tech-illiterate people suddenly start seeing that the "search engine" in Apple is terrible compared to Android they could lose customers. Better to just keep taking money, have a great search experience, and focus on other things.
I'm curious, can you share which one?
It’s not like Apple to not control everything, but they could do something similar to alleviate the effort in the tail end.
I think with billions of dollars in funding they could accomplish a "good enough product" in 5 years personally. They don't need to be as good as google.
Hard to be the quality leader in the market when your customers find your software inferior.
Today I guess one can have more than 50 times the compute capacity at around the same price and in way smaller space. (Estimating from Moores law.)
Given that Google has been lowering their quality over the last 10 years it shouldn't be that hard to compete from a technical perspective.
Apple has been indexing the web for years, using that for Siri and Spotlight search results. They continue to make improvements to their search capabilities in plain sight.
https://support.apple.com/en-us/HT204683
You can safely assume that for any critical external dependencies, Apple is working on one or more Plan Bs.
I don't think there's risk of apple building a successful search engine that can compete with Google, but just paying for Mac users who are not savvy enough to change their default browser to Google. (or bribe against going with Duck.com)
How so?
https://help.duckduckgo.com/duckduckgo-help-pages/results/so...
They have their own crawler as well, and there are a bunch of other sources depending on what you're searching for. Bing results are probably a larger part of it at the end of the day, but it's not quite as you are alluding to.
If DuckDuckGo claims to have over hundreds sources, then Bing and Google have over billions of sources by the same definition.
"Hey, Google, things have gone weird in macOS 12, how fix?" "MACOS 4 was RELEASEd in 1912 AWKWARDLy with A spanner"
I get that search is a hard problem but they are spectacularly bad at it for being the best.
[0] https://www.cultofmac.com/231133/apple-takes-another-step-aw...
That said, I haven't used an iOS device in some time, and didn't know if that ever changed to Google or another service(Siri search results).
IMHO, that's the play behind Neeva[1], to be acquired by Apple. But will Apple give up the sweet, sweet $$$$$ it gets from Google, just to roll its own?
For a long time Siri searches were powered by Bing.