2025年移动应用服务新路径研究报告

Market Environment - The growth rate of mobile internet users is slowing down, with super apps capturing over 60% of effective usage time, intensifying competition in the mobile application stock market [18][19] - Developers need to shift their business logic to achieve sustainable growth through lightweight applications [1] User Demand - Lightweight applications have a broad user base, with nearly 90% of users favoring this new application form, indicating significant market potential [21] - Users prioritize simplicity and efficiency, device performance, and a clean experience, guiding developers in functionality design and performance optimization [21] Technological Development - Cross-platform frameworks, cloud computing, and modular design provide the technological foundation for the prosperity of lightweight applications [2][23] Development Status - The lightweight application ecosystem is emerging, with super apps like WeChat, Douyin, and Alipay, along with HarmonyOS's meta-services, Android's quick applications, and Apple's lightweight apps, forming a complementary ecosystem [3][26] - The number of lightweight applications has exceeded 8 million, becoming a crucial entry point for users accessing mobile application services [3][26] Meta-Service Advantages - Meta-services address developers' pain points throughout the application development and operation process, enhancing distribution and user acquisition [4][5] - A refined operational system and service classification design strengthen long-term user engagement for meta-services [5] - The dual-track monetization strategy of fulfillment transactions and advertising enhances efficiency [6] User Experience Feedback - Meta-service users exhibit high frequency and stickiness, with lightweight and convenient features driving user conversion [10][12] - Users show a strong willingness to continue using meta-services, indicating a solid user base [12][77] Future Development Potential - The mainstream scale development of lightweight applications is underway, with HarmonyOS opening new growth avenues [80] - The ecosystem of HarmonyOS is thriving, with over 30,000 applications and more than 720,000 developers expected by mid-2025 [80][83] Meta-Service Ecosystem Construction - Meta-services possess strategic value and development potential, encouraging developers to co-build the ecosystem and explore new business opportunities [15][85] - The system-level architecture and end-cloud collaborative model of HarmonyOS create unique competitive advantages for meta-services [14][83]