Core Viewpoint - The report by QuestMobile highlights the contrasting performance of AI applications in the domestic market compared to overseas, with a significant decline in active users across mobile and PC platforms, indicating a need for innovation and adaptation in the industry [4][5]. Group 1: Market Overview - The domestic mobile app market is primarily dominant, while the PC market is struggling, with both experiencing a decline in active users [5]. - Active user numbers for mobile and PC AI products have decreased by 20 million and 30 million respectively, with native app growth completely stagnating [8]. - The total number of internet users in China is 1.1 billion, with a maximum of 180 million AI users on the PC side, indicating a lack of return on web-based product innovation [8]. Group 2: User Engagement and Trends - The report identifies a "four-tier" application structure in AI, with the first tier consisting of AI search engines and comprehensive assistants, achieving 685 million and 612 million monthly active users respectively by June 2025 [9]. - The second tier includes AI social interaction and professional consulting, with 126 million and 111 million monthly active users [9]. - The growth of application plugins reflects user demand for "contextual tools," with 630 million users in mobile app plugins, while native apps have 570 million users [10]. Group 3: Performance of AI Applications - The report indicates that 67.4% of native apps experienced negative growth in the first half of the year, highlighting a challenging environment for smaller applications [33]. - The average number of AI applications per app with AI integration is 2.1, confirming that plugin forms are currently the most effective path for AI implementation [25]. - In the AI search engine sector, DeepSeek has seen a significant user loss, with 56% of its lost users switching to Baidu, indicating a shift in user preference [50]. Group 4: Competitive Landscape - The report notes a dual oligopoly in the market, with a combination of "search + service" reshaping traffic entry points, leading to a focus on intelligent agent development [20]. - The top AI applications by user scale include Baidu AI with 29.4 million active users and Xiao Bu Assistant with 16.1 million [71]. - The report emphasizes the need for mobile manufacturers to enhance user engagement and reduce reliance on pre-installed applications, as many lack differentiation and struggle with user activity [56]. Group 5: Future Outlook - The future of AI applications will depend on breakthroughs in underlying model capabilities and cross-modal interaction, which are critical for the development of intelligent agents [66]. - Companies must either become the "only option" in users' minds or deeply embed themselves in essential workflows to remain competitive [68]. - The report suggests that the integration of AI into existing workflows will be crucial for retaining productivity advantages in the PC web application space [45].

今天给大家分享一下2025年AI应用市场半年报。QuestMobile数据显示，上半年AI应用快速发展，形成了"四大梯队"的应用格局，其中， 第一梯队由AI搜索引擎、AI综合助手两个赛道构成，已经遥遥领先，截止到2025年6月，二者的月活跃用户规模分别达到6.85亿、6.12 亿。 第二梯队由AI社交互动、AI专业顾问组成，月活跃用户规模分别为1.26亿、1.11亿。第三梯队由AI效率办公、AI图像处理构成，月活跃 用户规模分别为0.69亿、0.49亿；第四梯队包括AI创作设计、AI文案写作、AI学科教育等等，均在0.2亿左右。 四大梯队应用的表现，落到应用模式上，形成三大类型模式的此消彼长态势。截止到2025年6月，"移动端-应用插件(In-App AI)"用户规 模6.3亿，"移动端-原生App"用户规模为5.7亿，"PC网页应用"用户规模为1.8亿，相比3月份变化分别为增长0.5亿、下降0.2亿、下降0.3 亿。 "应用插件"的增长，反映出了用户使用AI时往往采用"场景化工具"的定位，更深层，则体现出用户对"大模型稳定输出结果"的诉求，一 旦AI插件深度融入到头部厂商的业务流程之中且能持续输出稳定结果， ...

各位童鞋搭嘎猴啊，上周"移动互联网半年大报告"看的怎么样？有童鞋在后台留言："上年 用户黏性增长态势确实有点出乎意料，互联网产业韧性相当强啊……"一如此前Mr.QM 说的，随着数字化持续深入，AI技术持续突破，很多变局正在悄然却又不可逆转的发生，这 个过程中，如何寻找到更多新场景、新技术应用来满足用户需求，就是构建企业发展韧性的 关键！ 言归正传，今天就给大家分享一下 2025 年 AI 应用市场半年报。 Qu e s tMobi l e 数据显 示，上半年 AI 应用快速发展，形成了"四大梯队"的应用格局，其中，第一梯队由 AI 搜索 引擎、 AI 综合助手两个赛道构成，已经遥遥领先，截止到 2025 年 6 月，二者的月活跃 用户规模分别达到 6.85 亿、 6.12 亿。 第二梯队由 AI 社交互动、 AI 专业顾问组成，月活跃用户规模分别为 1.26 亿、 1.11 亿。第三梯队由 AI 效率办公、 AI 图像处理构成，月活跃用户规模分别为 0.69 亿、 0.49 亿；第四梯队包括 AI 创作设计、 AI 文案写作、 AI 学科教育等等，均在 0.2 亿左右。 四大梯队应用的表现，落到应用模式上，形 ...