Sou Hu Cai Jing·2026-01-03 12:12Group 1 - ChatGPT's market share has dropped below 70% for the first time, now standing at 68%, down from 87.2% a year ago, indicating a significant shift in the competitive landscape of the AI sector [1][3] - Gemini, developed by Google, has seen its market share surge to 18.2%, nearly quadrupling from the previous year, and increasing by 4.5 percentage points in just one month [3][5] - Gemini's rise is attributed to a series of strategic enhancements, including the launch of Imagen3 for image generation and the introduction of Gemini 2.0 Flash, which boasts superior reasoning capabilities compared to GPT-4 [5][7] Group 2 - The AI market is no longer dominated by ChatGPT, as it has transformed into a fragmented landscape with multiple competitors, including Gemini as the leading challenger [9] - Other players like Grok and Perplexity are also gaining traction, with Grok increasing its share from 2.1% to 2.9% and Perplexity focusing on AI search with high user engagement [12][9] - ChatGPT is responding to competition by introducing new features such as voice mode and video understanding, but faces challenges due to diminishing technological advantages and pricing pressures [14][16] Group 3 - The future of the AI market remains uncertain, with potential for either a two-horse race or continued fragmentation, as user habits and developer ecosystems play a crucial role [17] - The competitive environment is expected to benefit consumers by fostering innovation and reducing costs, contrasting with the stagnation often associated with monopolies [19] - Upcoming product launches in the months ahead could lead to further market reshuffling, signaling the end of ChatGPT's era of dominance [21]