Alphabet(US:GOOG) 3 6 Ke·2025-10-16 02:17Core Insights - The AI application market experienced significant changes in September, with Google Gemini surpassing ChatGPT in global download rankings, marking a shift in market leadership [1][4]. - The report highlights the overall trends and changes in the AI application industry, providing insights into download volumes and advertising strategies [1]. Group 1: Global Market Data - In September 2025, the estimated total downloads for AI apps across Apple App Store and Google Play reached 500 million, a 36.7% increase from August [4]. - The top five AI applications, including ChatGPT, Google Gemini, and Perplexity, accounted for 43% of global downloads, with ChatGPT's share dropping to 17% and Google Gemini's rising to 15% [4]. - Google Gemini's daily downloads surged to approximately 3.2 million by mid-September, overtaking ChatGPT, which saw a decline to around 2.6 million daily downloads [13][14]. Group 2: Domestic Market Data - In the Chinese mainland market, the estimated downloads for AI apps on Apple devices reached 3.861 million in September, a 14.9% increase from August [9]. - The top five applications in this market, including Doubao and Jimeng AI, held a combined market share of 56%, although their overall download volumes decreased by 11 percentage points compared to August [9]. - Doubao maintained its leading position, but its market share fell from 19% to 16%, while Jiemeng AI and Tencent Yuanbao improved their rankings [9]. Group 3: Advertising Material Trends - In September, the total number of advertising materials for AI products in the Chinese mainland reached 1.411 million, an 8.6% increase from August [21]. - Tencent Yuanbao led the advertising material rankings with a 42% market share, followed by Quark and Doubao [21]. - The advertising material for Tencent Yuanbao showed a significant increase, while AI Douyin and Kuaishou experienced a decline in their advertising efforts [25][36]. Group 4: Top Applications and Changes - The global download rankings for AI apps in September saw ChatGPT at the top with 85.17 million downloads, a 14.8% decrease from August, while Google Gemini experienced a remarkable 400.6% increase, reaching 76.04 million downloads [27][28]. - In the Chinese mainland market, Doubao led with 6.19 million downloads, despite a 2.0% decline, while Jiemeng AI saw a 21.8% increase, reaching 5.37 million downloads [31][33]. - The download rankings in September reflected significant shifts, with several applications dropping out of the top positions, replaced by new entrants like Remini and AI Chat [28][33].