Apple(US:AAPL) Sou Hu Cai Jing·2025-05-07 16:06Core Insights - Apple is actively considering revamping its Safari browser to focus on AI-driven search engines [1][5] - Eddy Cue testified about a $20 billion annual agreement with Google that makes Google the default search engine for Safari [1] - Safari's search volume recently declined, attributed to users shifting towards AI tools [3] Group 1 - Apple is exploring the integration of AI search providers like OpenAI, Perplexity, and Anthropic into Safari, potentially as additional search options [5] - Discussions have been initiated with Perplexity, and Apple plans to introduce Google's AI search product, Gemini, later this year [5] - Cue expressed concerns about losing revenue from the agreement with Google, despite acknowledging that Google should remain the default search engine for Safari [5] Group 2 - The rapid advancement of technology may lead to a future where traditional devices like the iPhone are no longer necessary [5] - AI is creating opportunities for new entrants in the market, indicating a shift in competitive dynamics [5] - Apple's collaboration with Google has expanded, including the integration of Google Lens into iPhone's visual intelligence features [5]