Core Insights - Google Search is experiencing a significant decline in market share, dropping below 90% for the first time in nearly a decade, with a current share of 89.34% as of the end of 2024 [2] - The shift in consumer behavior towards AI tools for information retrieval is evident, as users are increasingly opting for AI chatbots over traditional search engines [2][3] - Emerging search engines and AI tools, such as Quark's "Deep Search," are gaining traction by offering advanced capabilities for complex problem-solving and information retrieval [3][4] Market Trends - Gartner predicts a 25% reduction in traffic for traditional search engines by 2026 due to the rise of AI tools [3] - Apple has reported a decline in Google search queries on its devices, indicating a shift in user habits despite Google's ongoing payments to maintain its default search engine status on Safari [3] - The global large model market reached $21 billion in 2023, reflecting the rapid growth of generative AI technologies [4] Industry Developments - As of April 2024, approximately 305 large models have been launched in China, with 254 of them exceeding 1 billion parameters [7] - The language model market in China is projected to exceed 20 billion yuan in 2024, with a growth rate surpassing 100% [6]
十年来首次!谷歌搜索市场份额跌破90%,马斯克放话:AI将取代搜索【附大模型行业市场分析】