Global Overview - In September, the AI app market experienced a dual trend of rising interest with new products like Gemini and AI Mirror gaining traction, while established apps like ChatGPT and Baidu AI Search saw a decline in downloads but maintained an increase in active users [1][2][3] - The top 100 AI apps globally accumulated approximately 557 million downloads, with 75.4% from overseas and 24.6% from China, while the top 10 apps accounted for 58.8% of total downloads [2] Active User Metrics - The top 100 apps had a combined monthly active user (MAU) count of about 3.768 billion, with the top 10 apps representing 66.1% of this figure, indicating a higher concentration of active users compared to downloads [3] - Active users were more evenly distributed geographically, with 58.1% from overseas and 41.9% from China, suggesting stronger retention in the domestic market compared to new user acquisition [3] Category Structure - In terms of downloads, chatbots led with 48.1%, followed by image editing (11.4%), personal assistants (7.4%), smart search (7.4%), and video editing (7.3%), indicating that "dialogue + imagery" remains the dominant theme for new user acquisition [6] - For active users, chatbots accounted for 43.3%, smart search for 19.5%, image editing for 11.4%, and education for 9.8%, with education showing stable performance reflecting its cyclical and frequent usage advantages [6] User Acquisition and Retention - Gemini saw a remarkable increase in downloads, with a month-on-month growth of 462%, contributing approximately 73.62 million downloads [8] - ChatGPT, despite a 13.3% decline in downloads, added 188 million MAUs, showcasing its strong retention and penetration capabilities [10][11] - Other notable contributors to active user growth included Photomath, Cici AI, and Gauth, particularly in the education and image categories [12] Domestic Market Insights - In China, the total downloads reached 144.97 million, with the top 10 apps accounting for 80% of this figure [18] - The leading categories in downloads were chatbots (34.8%), image editing (14.3%), personal assistants (14.1%), education (10.7%), and smart search (9.1%) [19] - Major players in the domestic market included ByteDance (30.3%), Meitu (15.0%), DeepSeek (14.4%), and Tencent (13.8%) [19] Product Performance Signals - ChatGPT's decline in downloads alongside a strong increase in MAUs indicates a maturation phase where new user acquisition is stabilizing while existing users engage more deeply [27] - Gemini's explosive download growth suggests effective channel and brand strategies, although its MAU growth remains lower than its download increase, indicating potential for improved retention [27] - Perplexity demonstrated positive growth in both downloads and active users, highlighting its effective positioning in the "question and answer search" segment [28]
教育类 AI App 集体爆发：9月MAU增长贡献超30%｜2025年9月AI百强榜
Xin Lang Cai Jing·2025-10-28 05:14