Core Insights - The report highlights a significant rebound in web traffic for various AI products in March after a decline in early Q1, driven by product updates and new features, particularly for domestic AI products like Kimi and Mita, which have leveraged technological advantages and market innovation to enhance user engagement [1]. - The competitive landscape is intensifying, leading to short-term traffic dispersion; however, the introduction of high-quality new products suggests a potential for sustained traffic growth [1]. Chatbot Sector - After a dip in February, web traffic for chatbots surged in March, with all observed products showing notable increases in traffic [5]. - Kimi has gained recognition for its capability to handle "long text," helping domestic chatbots to stand out in the market [5][7]. - The web traffic for Mita AI Search skyrocketed from 5,000 visits at the beginning of the year to 6.694 million in March, marking a 512.6% increase, attributed to its ad-free, high-quality search results and structured information display [8]. Text Sector - The text-based AI products saw significant growth in Q1, with several products achieving over 10% growth in web traffic [10]. - Notion AI maintained its position as the traffic leader in the text sector, with a total traffic of 168 million in March, reflecting a 3.4% increase [13][35]. - Monica AI integrated the Claude3 model, resulting in continuous traffic growth over three months [38]. Image Sector - Canva remains a leader in the AI image tool sector, achieving a web traffic of 567 million in March, a 7.8% increase [39]. - The user engagement for AI image tools is high, with over 50% of users spending an average of more than 5 minutes per visit [44]. Video Sector - Byte's Jianying leads the video sector with a web traffic of 44.86 million in March, despite a slight decline of 1.4% [23]. - The competition in the video sector is intensifying, particularly among mid-tier products, with many experiencing significant growth [25][48]. - PixVerse, a new entrant in the AI video generation market, saw its traffic reach 988,100 in February, marking a 184.1% increase [50]. Audio Sector - Elevenlabs leads the AI audio products with a web traffic of 19.63 million in March, reflecting an 8.5% increase [29]. - The AI audio market is characterized by a lack of clear positioning, particularly in music creation, which has led to challenges in user engagement [56]. - Suno AI has shown remarkable growth, with a total traffic of 19.58 million in March, a 188.9% increase, following the release of its new version [60][81]. Future Outlook - The report anticipates that as AI technology continues to innovate and optimize, existing AI products will see significant improvements in functionality and user experience, leading to broader market penetration and substantial traffic growth [85].
数据研究·AI应用流量监控:2024年第一季度全球AI应用趋势
天风证券·2024-04-24 09:30