Core Insights - The pandemic has established a long-term growth foundation for e-commerce applications, with emerging markets becoming the main source of incremental growth driven by innovations like AI recommendations, short video content, social commerce, and instant delivery [1][3]. Group 1: Global E-commerce Trends - From 2019 to 2025, global e-commerce app downloads are projected to increase from 4.36 billion to 6.35 billion, representing an overall growth of over 45% and a compound annual growth rate (CAGR) of approximately 6.5% [1]. - By 2025, the growth focus of global e-commerce applications is shifting from mature markets to emerging regions, with Asia leading, while Latin America, Africa, and the Middle East become new engines for global download growth [3]. Group 2: Leading E-commerce Applications - "Temu" has maintained its position as the top global e-commerce app in terms of downloads and monthly active user (MAU) growth, particularly in emerging markets like Latin America, Africa, and the Middle East [6][16]. - "Blinkit" has emerged as a leading player in India's instant e-commerce sector, achieving significant growth with its "10-minute delivery" model, topping the global download growth chart for 2025 [7][23]. Group 3: Regional Highlights - In the Chinese iOS market, "Douyin Mall" has excelled, becoming the top app in both downloads and download growth, leveraging rich short video content and deep integration with shopping scenarios [10]. - In Africa and Latin America, "Temu" has seen a surge in downloads, with Latin America accounting for nearly 30% of its total downloads and Africa experiencing a 178% increase in download volume [19]. Group 4: User Demographics and Market Dynamics - "Blinkit" primarily attracts young urban males aged 25-34, with a significant female user base of 40%, indicating potential for growth in female-targeted marketing [26]. - "Naver Plus Store" has quickly become the top e-commerce app in South Korea, utilizing AI-driven recommendations and social commerce features to enhance user experience [30].