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《远航者》|AppsFlyer王玮:十年来中国App出海的底色是“韧性”
Huan Qiu Wang· 2025-06-12 08:48
Core Insights - The article highlights the resilience and adaptability of Chinese apps in the global market, showcasing their evolution from imitation to innovation and leadership in various sectors [1][3]. Industry Evolution - The journey of Chinese apps overseas can be divided into three key phases: - The first phase, "User Quantity is King," began around 2015, characterized by explosive growth in global app installations and rapid overseas expansion by Chinese advertisers leveraging Android platform advantages [3]. - The second phase, starting in 2018, shifted focus to "User Quality is King," where advertisers emphasized refined operations and utilized tools like ROI360 for comprehensive ad cost integration [3]. - The third phase, entering in 2021, is termed the "Post-Privacy Era," marked by the introduction of Apple's ATT policy, leading to a transformation in advertising strategies and the adoption of new user acquisition channels [3][4]. Impact of Privacy Regulations - Privacy protection has become a global focal point, with governments implementing stricter regulations on data collection and usage, prompting Chinese advertisers to innovate and adapt their advertising ecosystems [4][5]. Innovations and Trends - Innovations such as Web-to-App have emerged as key strategies for Chinese advertisers, gaining acceptance as international standards and contributing to a resurgence in iOS advertising investments, which grew over 40% in the past year [4][5]. - The rise of AI technology is expected to further enhance the advertising industry, focusing on personalization and intelligent solutions through deep learning and big data analysis [5]. Market Dynamics - Despite user acquisition costs increasing by 3 to 5 times over the past decade, global app installations have grown 25 times, particularly in non-gaming sectors like finance and social media [6]. - The regional distribution of overseas advertising has shifted, with a 7% decrease in the Asia-Pacific region's share and a 25% increase in North America's share, indicating a strategic pivot towards mature markets for growth and profitability [6].
中国App掀起使用热潮 “生活新方式”魅力刷新世界消费观念
Yang Shi Wang· 2025-05-05 02:51
Core Insights - Chinese apps are experiencing a surge in global usage, particularly among foreign users who engage with these applications for various daily activities, such as shopping and entertainment [1][5]. Group 1: App Popularity and Trends - In the past month, several Chinese apps have topped the U.S. mobile application rankings, including a short drama app that reached the entertainment chart's peak on April 6, and the Dunhuang website, which topped the shopping chart on April 14 [3]. - The popularity of the Pop Mart app surged on April 25, coinciding with the release of new collectible toys, leading to long queues at its Los Angeles store [3]. Group 2: Global Reach and Market Penetration - Chinese apps have made significant inroads globally, ranking in the top ten download lists in 169 countries and regions, with over half of the top ten positions in 18 of those areas occupied by Chinese apps [5]. - The types of apps gaining traction have diversified from primarily games to include shopping, dining, logistics, AI, and photography applications [5]. Group 3: Factors Driving Adoption - The rise of Chinese apps is attributed to their ability to connect users with authentic experiences and high-quality products, as seen with platforms like Xiaohongshu, which broke into the global download rankings by offering genuine user-generated content [7]. - The launch of DeepSeek, which quickly climbed to the top three in global downloads, showcases the effectiveness of advanced algorithms and user experience in attracting foreign users [7]. Group 4: Economic and Cultural Impact - The Chinese app phenomenon reflects the advantages of supply chains and cost-effectiveness, enabling platforms like Dunhuang and Taobao to connect manufacturers directly with overseas wholesalers, promoting high-quality, low-cost consumption [9]. - Cultural output and lifestyle reconfiguration are also significant, with platforms like Xiaohongshu and Pop Mart integrating Eastern aesthetics into global pop culture, indicating a broader shift in consumer values and preferences [11].
中国App频频出圈成“顶流” 全球网友用下载和消费投出信任票
Yang Shi Wang· 2025-05-04 02:50
Core Insights - Chinese apps are increasingly popular among foreign users, becoming part of their daily lives through various functionalities like delivery, shopping, and entertainment [1] - Recent data shows that Chinese apps have topped the U.S. mobile app rankings multiple times in the past month, with notable mentions including short video apps and shopping platforms [4] - The success of Chinese brands like Pop Mart is attributed to creativity and aesthetics rather than price competition, attracting global youth [6] Group 1: App Popularity and Trends - Chinese apps have entered the top ten download rankings in 169 countries and regions since 2025, with over half of the top ten in 18 of those countries being Chinese [8] - The types of apps that have gone global have expanded from primarily games to include shopping, dining, logistics, AI, and photography [10] - The launch of DeepSeek in February saw it quickly rise to the top three globally, showcasing the effectiveness of Chinese algorithms and user experience [15] Group 2: Cultural Impact and Consumer Behavior - The app Xiaohongshu entered the global top ten download list in January, breaking regional barriers through authentic sharing and connecting foreign youth with Chinese culture [16] - The imposition of tariffs in the U.S. has unexpectedly fueled a new wave of cross-border e-commerce, with the Taobao app topping shopping charts in 29 countries [18] - The increasing downloads and consumer engagement reflect a growing trust in Chinese products, which are now seen as synonymous with quality, not just affordability [18] Group 3: Global Connectivity - The phenomenon of foreign users connecting with a diverse and authentic China through their smartphones is reshaping global consumption patterns and redefining trends [23]