As Siri takes a bigger role in iOS, customers will increasingly use voice-assisted search instead of mobile search. Siri doesn’t use just Google for search; it can pull information from Bing, Wolfram Alpha and other mobile services. This shift from Google search to Siri search could have an impact on Google says DiClemente . Google estimates that mobile is about 20% of all paid search items and iOS is likely the biggest contributor. Any loss of customers to Siri could, in the long run, hurt Google claims DiClemente."
Source: IntoMobile, 10th March 2012
Note - I'm assuming that this is a US-only stat - let me know if you know different!
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