Global Market Overview - In April 2025, global AI app downloads reached an estimated total of 330 million across both Apple App Store and Google Play, marking a 27.4% increase from March [4] - ChatGPT dominated the market with a 27% share of downloads, while the top five apps accounted for 43% of total downloads [4] - The top five apps globally included ChatGPT, Google Gemini, DeepSeek, Genius, and Doubao, with significant shifts in rankings compared to March [4] Domestic Market Overview - In April 2025, the estimated download volume for AI apps in the Chinese mainland reached approximately 30.57 million, reflecting a 24.0% decline from March [8] - The top five apps in the domestic market were Doubao, DeepSeek, Jimeng AI, Quark, and Tencent Yuanbao, collectively holding 73% of the market [8] - The ranking of the top five apps remained consistent with March, indicating a stable competitive landscape among leading AI applications [10] Download Trends - From March to April 2025, global downloads for head AI apps showed notable changes, particularly for ChatGPT, which saw daily downloads rise from around 2 million to approximately 3.5 million before stabilizing around 3 million [13] - Genius experienced a surge in downloads, increasing from about 200,000 to over 1 million daily, before returning to previous levels [14] - The fluctuations in download volumes were attributed to the launch of ChatGPT's new multimodal model GPT-4o and updates to Genius [15] Domestic Download Trends - In the domestic market, Doubao's daily downloads increased from around 160,000 to 200,000, while DeepSeek and Tencent Yuanbao experienced declines [18] - Jiemeng AI exhibited cyclical download patterns, with significant fluctuations based on user demand for its tool-like features [18] Advertising Material Trends - In April 2025, the total number of advertising materials for AI products in the Chinese mainland was 875,000, down 8.6% from March [21] - The top five applications in terms of advertising material volume were Tencent Yuanbao, Quark, Doubao, Tongyi, and Xingye, which together accounted for 73% of the total [21] - The stability in the ranking of the top five applications further confirmed the solidified competitive landscape in the domestic AI market [21] Download Rankings - In April 2025, the global download ranking was led by ChatGPT, which saw a 52.4% increase in downloads, reaching 90.93 million [28] - The second and third positions were held by Google Gemini and DeepSeek, both exceeding 14 million downloads, while the remaining apps had lower download figures [29] - In the Chinese mainland, Doubao topped the download chart with 5.81 million downloads, while other top apps experienced declines, indicating a general downturn in the market [32]
4月AI月报：全球AI双端下载3.3亿，国内AI全面暴跌，豆包逆势增长
3 6 Ke·2025-05-12 03:31