苹果谷歌“闹分手”？iPhone搜索或转投AI，高管揭秘

智东西2025-05-08

苹果AI最近进展：合作AI搜索引擎，Siri接入ChatGPT，还将合作Gemini。编译 |王涵编辑 |漠影苹果和谷歌要“分手”？智东西5月8日消息，据知名苹果爆料人、彭博社记者马克·古尔曼（Mark Gurman）最新报道，苹果公司正在“积极考虑”彻底改造其设备上的Safari网络浏览器，将重点转向AI驱动的搜索引擎。苹果与谷歌持续二十年战略合作关系似乎出现“裂痕”，重大行业变革被按下“加速键...

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AI和Anthropic在内的AI搜索提供商终将取代Alphabet旗下谷歌搜索等传统搜索引擎。埃迪还透露苹果未来会将这些选项引入Safari，目前已与Perplexity进行过磋商。▲苹果互联网软件和服务部门高级副总裁埃迪·库（Eddy Cue），图源：彭博社“我们会将其加入备选列表，但可能不会设为默认。”他暗示AI搜索服务仍需改进，作为生成式AI基础技术的大语言模型（LLM）还将持续进化，给予用户更多改变习惯的理由。对拥有20亿台活跃设备的苹果及其标志性iPhone而言，这一转变影响深远。投资者们从埃迪的证词中嗅到了一丝危机感——苹果和谷歌可能被迫放弃利润丰厚的合作。股市的表现也证明了这一点：Alphabet股价周三暴跌7.3%，创2月以来最大跌幅。苹果股价也因埃迪·库的言论下挫，收盘跌1.1%。02.埃迪“因可能失去分成收入”而失眠，苹果服务部门收入或将受损去年苹果与谷歌扩大合作，在最新iPhone的“Visual Intelligence”功能中整合谷歌Lens，支持用户拍照后用谷歌AI分析图像。埃迪还透露，与微软必应（Safari非默认选项）的协议近期已改为逐年续签。▲苹果Visual Intelligence示意，来源：苹果官网埃迪·库爆料，去年，ChatGPT加入iOS 18 Apple Intelligence组件之前，曾与谷歌进行过“竞标”。然而谷歌提供的条款清单包含许多苹果无法接受的内容，最终苹果与OpenAI达成合作协议。虽然如此，他依旧认为Safari和谷歌应该继续保持合作，并坦言他因可能失去协议分成收入而失眠。埃迪认为苹果当前与谷歌的常规搜索协议仍是财务条件最优惠的安排。埃迪·库负责iCloud、TV+和Apple Music等业务，同时也是公司首席交易谈判代表。搜索合作破裂导致的损失将直接影响其分管部门的财报表现。在硬件销售放缓背景下，苹果服务部门近年已成为苹果业绩“排头兵”，3月季度创下266亿美元（约合人民币1924亿元）收入纪录。在法官裁定苹果必须允许美国开发者通过App Store外渠道支付应用内购后，其所领导部门的收入可能会有进一步损失——此前苹果可从每笔交易抽成30%。03.“十年后可能不再需要iPhone”，Siri已接入ChatGPT，还将合作Gemini埃迪·库认为技术变革速度之快，可能几年后人们使用的设备都将不同。“十年后可能不再需要iPhone，虽然听起来疯狂，”他说，“真正的竞争只会出现在技术变革时期。AI正是这样的变革，为新入局者创造机遇。”埃迪认为AI公司需改进搜索索引才能提升竞争力，即便进展缓慢，它们“显著优越的其他功能仍会吸引用户转向”。当被问及从传统搜索转向AI时，他说：“现有资金和巨头规模足以确保这一转变必然发生。”▲Siri接入ChatGPT示意，图源：苹果公司官网苹果目前已在Siri数字助理中提供OpenAI的ChatGPT选项，预计今年晚些时候将加入谷歌的AI搜索产品Gemini。他透露与OpenAI的协议允许苹果在操作系统中添加其他AI服务商，包括苹果自研产品。目前苹果还评估了Anthropic、Perplexity、中国深度求索（DeepSeek）及马斯克xAI的Grok。04.结语：搜索引擎的AI转向势不可挡“在AI出现前，我认为其他搜索引擎都不够格，”埃迪·库说，“如今情况大不相同，因为新入局者正以全新的方式解决问题。”此前我们也曾报道，2024年第四季度，谷歌在全球搜索市场的份额自2015年以来首次跌破90%，分析公司Similarweb的数据显示，AI行业领头羊ChatGPT已有每周5亿活跃用户，25年3月网站访问量达39亿次。种种迹象表明，AI搜索已经势不可挡。来源：彭博社","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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