ChatGPT MAU下跌6.11%，用户正在逃向Gemini？｜2025年9月AI百强榜

Core Insights - In September 2025, global AI Web Top 100 sites generated approximately 10.135 billion visits, with overseas sites accounting for 91.9% and domestic + overseas combined at 8.1% [1][7] - The traffic is highly concentrated, with the Top 10 sites accounting for 82.2% and the Top 20 for 88.7% of total visits [1][7] - Chatbots dominate the traffic, contributing 76.7% of the total visits [1][7] Global Market Overview - The total web traffic in September reached 10.135 billion visits, with the Top 10 sites capturing 82.2% and the Top 20 capturing 88.7% [7] - The concentration indicates that new players may struggle to gain traction solely through generic traffic, necessitating a focus on specific categories and scenarios for sustainable growth [7] - The primary user behavior on the web revolves around "asking questions—receiving answers/generating content," with tools for rewriting, editing, and formatting being secondary [7] Product Performance - ChatGPT remains the leader in scale but saw a slight increase of only 0.98% [9] - Gemini and Google AI Studio exhibited significant growth, with increases of 46.24% and 64.13% respectively, indicating a resurgence of Google in the web space [9][12] - Perplexity continued to grow steadily at 14.35%, while Grok and JanitorAI experienced declines of 7.44% and 10.01% respectively [11][12] Domestic Market Insights - In the domestic market, web traffic totaled approximately 672 million visits, with the Top 10 sites accounting for 86.9% [4][14] - Chatbots contributed over 60% of the visits, with deepseek leading at 31.759 million visits [14][40] - Notable growth was observed in Qoder (+107%), iFlytek Zhizuo (+90%), and Baidu AI Search (+20%), indicating a strong demand for development tools and visual generation [14][43] Category Trends - The educational, content detection, sales, navigation, and PPT generation categories showed significant month-over-month growth, driven by seasonal factors and structural demand from B-end tools [8][12] - The demand for AIGC in lesson preparation and assignment understanding is becoming normalized, while content detection and rewriting are driven by platform review and content publishing needs [8][12] Emerging Opportunities - New entrants in the market, such as Nano Banana (image editing, +292%), DupDub (text-to-speech, +209%), and Subject.com (education, +279%), are contributing to structural growth despite not being top-tier products [12][30] - The focus on shortening the path from input to usable output is driving user engagement and retention, particularly in the domestic market [41][42]