10月AI月报：全球AI下载4.9亿，豆包下载量上涨

Core Insights - In October, downloads for ChatGPT and Google Gemini declined, while the overseas version of Doubao, renamed "Dola," saw a significant increase in downloads [1][3] - The AI application industry is experiencing notable changes and trends, with a focus on download volumes and advertising material [1] Group 1: Overall Market Data - In October 2025, the estimated total downloads for AI apps across Apple App Store and Google Play reached 490 million, a decrease of 2.7% from September [3] - The top five AI applications, including ChatGPT and Google Gemini, accounted for 43% of global downloads, with slight declines in their respective shares [3] - In the mainland market, Apple App Store downloads for AI apps totaled approximately 30.59 million, down 20.8% from September [7] Group 2: Top AI Apps Download Changes - Globally, ChatGPT and Google Gemini led the market, with daily downloads stabilizing around 2.6 million and 3.2 million, respectively, before declining to about 2 million by the end of October [11] - Perplexity saw an increase in downloads, rising from approximately 630,000 to a peak of 1.36 million, although it experienced a drop towards the end of the month [11] - In the mainland market, Doubao maintained a leading position with stable daily downloads around 200,000, while other apps like Jimeng AI showed significant fluctuations [14] Group 3: Advertising Material Distribution - In October, the mainland market saw a total of 1.195 million advertising materials for AI products, a decrease of 15.3% from September [18] - Tencent Yuanbao and Quark led the material distribution, accounting for 39% and 35% of the total, respectively [18] - Doubao, Kuaishou, and Wen Xiaoyan followed, with Doubao's material volume significantly higher than the others [23] Group 4: Download Rankings - In the global market, ChatGPT retained the top position with 79.99 million downloads, a decline of 6.1%, while Google Gemini followed with 69.39 million, down 8.7% [27] - Perplexity and Doubao ranked third and fourth, with downloads of 33.72 million and 17.13 million, respectively, showing significant growth for Perplexity [27] - In the mainland market, Doubao led with 6.44 million downloads, a 4.1% increase, while Jiemeng AI and Tencent Yuanbao followed with 4.95 million and 4.03 million downloads, respectively [31] Group 5: Advertising Material Rankings - Tencent Yuanbao topped the advertising material rankings with 468,089 materials, although this represented a 20.1% decrease from September [35] - Quark and Doubao followed with 418,534 and 112,020 materials, respectively, both also experiencing declines [35] - Kuaishou and Wen Xiaoyan advanced in the rankings, with significant increases in their material volumes [35]