Group 1 - The core viewpoint of the article is that consumer spending in the generative AI sector is expected to grow rapidly from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21% [1][3] Group 2 - Consumer spending in generative AI is divided into two main segments: hardware and software [3] - In the hardware segment, the shipment of GenAI smartphones is projected to achieve a CAGR of 26%, with related revenue also expected to grow at a CAGR of 16% [3] - The software segment is anticipated to experience even more significant growth, with AI chatbots' monthly active users expected to increase by nearly 5 billion, and personal assistants and content generation tools becoming notable growth drivers [3] - OpenAI is expected to maintain the largest user base, while Google and Microsoft's mobile GenAI user numbers are projected to see the most significant growth [3]
2030年近七千亿美元大市场，消费者GenAI支出年均增幅可超两成
Sou Hu Cai Jing·2025-12-29 09:51