Barclays Capital analyst Douglas Anmuth this morning takes a look at whether Apple (AAPL) will stick to Google (GOOG) as the default search provider on the iPhone. Yesterday, I noted in a post that Piper Jaffray analyst Gene Munster believes there is a 70% chance Apple will enter the search market at some point in the next five years. But if the company wants a short-term way to wean itself away Google, there’s a clear option: Microsoft Bing.
“Given the heightened competition [between Google and Apple in various realms] and Apple’s potential desire to exert more control over its mobile ecosystem, we believe the company could look toward Bing as a potential search partner at some point,” Anmuth writes in a research note. While Apple also competes with Microsoft, he thinks they may viewed as less of a threat than Google.
He adds that we could get a hint on this subject when Apple stats selling iPads on Saturday.
Anmuth says there is a better than 50% chance that Apple sticks with Google; but it is no sure thing.
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