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Telecommunications & Media
Time spent or user numbers? Naver vs Google battle for search lead
Competition between Naver and Google for leadership in South Korea\'s search market is intensifying in the AI era. Google has led Naver in monthly active users for two straight months, but Naver users spend about 5.9 times more total time on its app. Naver also leads Google in the share of visits to external websites that come via search engines. The indicators measure different behaviors and do not directly count total searches.
Games & Commerce
Naver rebounds in search after AI push as YouTube gains in news consumption
Naver has rebounded in South Korea’s search market after strengthening AI search, lifting average share to 66.34 percent from 63.82 percent, with a peak above 80 percent on May 24. At the same time, news consumption is shifting from portal homepages and search to YouTube’s recommendation algorithms. Surveys show rising use of online video platforms for news and a record-low portal news usage rate. Officials and industry figures cite growing debate over platform responsibility.
Games & Commerce
Google targets portal entryway, putting Naver AI search to the test
Google has expanded its AI-enabled browser, Gemini in Chrome, in South Korea, raising a key test for market leader Naver\'s AI response. The update adds in-browser tools such as webpage summaries, cross-tab comparisons, email drafting, image conversion and integrations with Gmail, Maps, Calendar and YouTube. Naver plans to launch an AI tab in the second quarter and aims to link search with its vertical services, including shopping, places and payments, while managing rising GPU-related infrastructure costs.