If any company poses a credible threat to Google's monopoly on search, it's surely Apple, IMO.
I think after the underwhelming launch of Apple Maps, a lot of people don't think Apple could make a truly great search product, but Apple Maps quietly has gotten pretty good and Apple has the resources and data to actually compete in search.
I don't personally click through on web search results from Spotlight (usually I just use Spotlight to search for an app or shortcut on my phone), but I think Siri is the biggest unlock here.
I think after the underwhelming launch of Apple Maps, a lot of people don't think Apple could make a truly great search product, but Apple Maps quietly has gotten pretty good and Apple has the resources and data to actually compete in search.