Sensor Tower：2025年全球移动市场应用内购收入达1670亿美元 再创历史新高

Core Insights - In 2025, the mobile ecosystem is expected to reach historical highs in key metrics driven by generative AI and commercialization opportunities, with global in-app purchase revenue growing by 10.6% to $167 billion, marking a new development phase focused on monetization [1][4]. Group 1: Market Growth and Trends - The mobile app market is maturing, shifting focus from customer acquisition to monetization efficiency, with global downloads from App Store and Google Play slightly increasing by 0.8% to nearly 150 billion [2]. - Total user engagement time on mobile apps is projected to reach 53 trillion hours in 2025, reflecting a 3.8% year-over-year growth, averaging about 3.6 hours per user daily [2]. - In-app purchase and paid app revenue on App Store and Google Play is expected to reach $167 billion, with non-gaming apps surpassing gaming apps in revenue growth, increasing by 21% [4]. Group 2: Regional Insights - The U.S. remains the largest market for mobile revenue, with consumer spending nearing $60 billion, while Western Europe, particularly the UK, Germany, and France, also contributes significantly to global growth [5]. - User engagement trends show divergence across regions, with U.S. usage time increasing by 4% after a previous decline, while China experiences a slight decrease [7][10]. Group 3: Gaming Industry Dynamics - The gaming industry is experiencing its third consecutive year of revenue growth, with in-app purchase revenue approaching $82 billion, reflecting a modest 1.3% increase [8]. - The industry is transitioning from user base expansion to maximizing the value of existing users, focusing on retention, payment structures, and monetization efficiency [10]. Group 4: AI Application Growth - Generative AI applications are witnessing robust growth, with downloads exceeding 3.8 billion, a year-over-year increase of over 100%, and in-app purchase revenue nearing $5 billion, tripling from the previous year [11]. - Cumulative usage time for generative AI applications is projected to reach 48 billion hours, approximately 3.6 times that of 2024, indicating a significant integration into daily user activities [13]. - The volume of user interactions with AI applications is expected to surpass 1 trillion, with growth rates for interactions outpacing download growth, highlighting a shift towards deepening user engagement [15].