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● Apple Dumps Google – Search Outdated?

Apple and Rockwell Automation: An In-Depth Analysis of the AI Innovation Race and Global Economic Influence

In this post, we will cover:

• The reasons and background behind Apple's reorganization of Safari around AI search.
• Changes in the contract with Google and the battle for dominance in the search market.
• Apple's growth points in the AI ecosystem.
• Rockwell Automation's AI and smart factory strategies as a leader in industrial automation.
• The global chip war and production network issues.

These key topics will be explained in chronological order, as concretely and friendly as possible.
Be sure to keep track of top economic keywords such as AI, search engine, Safari, automation, and chip war.

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2024: The AI Search Revolution Arrives – Apple Redefines Safari

• Apple is considering a major overhaul of its web browser Safari, centering it around an AI-based search engine.
• Background: Since ChatGPT, users are shifting from searching to directly asking AI.
• Apple officially announced the first decrease in Safari search volume.
• ADQ Senior Vice President mentioned, "AI will replace traditional search."
• Discussions on search collaboration are underway with various AI companies such as Perplexity, Anthropic, and XAI.
• Key Point: Alternative options to the traditional search engine Google are rapidly emerging.
• The change began in earnest last year with the integration of OpenAI technology into its own AI, 'Apple Intelligence.'

Apple vs. Google: The Future of the $20 Billion Search Deal

• Currently, Apple and Google have a search alliance contract worth about $20 billion annually.
• The U.S. Department of Justice has pointed out and is investigating this contract for monopolistic practices.
• The possibility of contract termination is increasing.
• Apple's movement to prioritize AI leadership over advertising revenue is clear.
• Market interpretation: Apple has decided to shake up the search market with AI.
• Short-term risk: Concerns about revenue decline due to the reduction of the contract with Google.
• Long-term growth point: Expansion of platform influence with AI.

Investment Point – Apple’s AI Ecosystem Expansion

• From an investment perspective, Apple is gradually transitioning to an AI ecosystem.
• Innovation in search experience within the platform -> Strengthening the monopoly of user data and behavior.
• Gradually reducing dependence on Google, aiming to regain platform leadership in the long term.
• In the short term, advertising revenue may be shaken, but leadership in AI competition is a more important picture.

Rockwell Automation – Industrial AI Innovation, the ‘Apple’ of Automation

• Rockwell Automation = Influence to the extent of being called 'the Apple of factory automation.'
• Q2 Performance: Sales and net profit decreased slightly, but significantly exceeded market expectations, with stock prices soaring 12% in one day.
• Exceeded earnings per share estimates, upward adjustment of annual guidance.
• Recently launched an industrial cyber security service – incorporating AI to protect factory data.
• Main products: Intelligent devices, control software.
• Preempting the industrial AI market by installing a generative AI co-pilot on its own platform (FactoryTalk).

Rockwell Automation’s Growth Strategy and Global Supply Chain

• Just as Apple locks in the ecosystem with chips, Rockwell Automation also controls the entire data cycle.
• High proportion of production in the United States is advantageous for resolving global risks such as tariffs.
• Securing stability with diversified production networks such as China and Mexico.
• Strengthening share repurchase and shareholder return policies, increasing investor confidence.
• Analyst Forecast: Annual sales of 9.4 trillion won and net profit of 1.4 trillion won by 2028.
• Steady growth story, leading industrial AI and smart factories.

Apple, Rockwell Automation, and Changes in the Global Economic Landscape

• Apple: Reorganizing leadership in the mobile and web markets centered on AI search engines.
• Rockwell Automation: Realizing 'invisible innovation' with industrial automation and smart factories.
• Chip war, production network diversification, and the battle for leadership in the AI ecosystem are key to shaking the global economic landscape.
• The spread of AI in the consumer area (Apple) and the industrial area (Rockwell Automation) is a barometer of economic structure changes in the next five years.

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< Summary >

Apple is focusing on reorganizing Safari around AI search, the possibility of terminating the search agreement with Google, and expanding the AI ecosystem.
Rockwell Automation is preempting the industrial automation market with AI-based smart factory innovation and growth stories.
Economic landscapes such as AI, search engines, automation, chip wars, and global supply chains are changing rapidly.
Apple leads the spread of AI in the consumer sector, and Rockwell Automation in the industrial sector.

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[Related Posts…]

• Apple, Signals of AI Innovation and Reorganization of the Search Engine Market
• The Impact of Global Automation Companies' AI Transition on the Economy

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– “검색은 구시대”…왜 애플은 구글을 버렸을까?｜조승연의 ‘머니 7’