分析显示：ChatGPT移动端下载量与日常使用增长放缓

Core Insights - The growth of the ChatGPT mobile application may have peaked, with a slowdown in user growth observed since April, as indicated by a decrease in global new downloads [1][3] - Monthly download growth is projected to decline by 8.1% in October, reflecting a stagnation in download growth rather than total downloads, although daily downloads remain strong at millions [3][4] - Average usage time and daily session counts for U.S. users have decreased by 22.5% and 20.7% respectively since July, suggesting reduced engagement with the app [3][4] User Engagement Trends - Despite a decrease in average usage time and session counts, the user retention rate has stabilized, indicating that core users are being retained while casual users are declining [3][4] - The decline in engagement metrics began before the rise of Google's Gemini, which has recently impacted ChatGPT's performance, particularly after Gemini's new AI image model launch [4][5] - The simultaneous decline in both average usage time and session counts suggests a potential decrease in user engagement rather than improved query efficiency [4] Strategic Implications for OpenAI - OpenAI may need to increase marketing efforts or introduce new features to revitalize core metrics, as the application can no longer rely solely on novelty for sustained growth [5]