2026年AI应用研究报告

Report

StateofAIApps2026

GlobalTrends&Insights

SensorTower

Overview

SensorToweristheleadingsourceofmobileapp,digitaladvertising,retailmedia,andaudienceinsightsforthelargestbrandsandapppublishersacrosstheglobe.

Withamissiontomeasuretheworld’sdigitaleconomy,SensorTower’saward-winningplatformdeliversunmatchedvisibilityintothemobileappanddigitalecosystem,empoweringorganisationstostayaheadofchangingmarketdynamicsandmakeinformed,strategicdecisions.

Foundedin2013,SensorTower’smobileappinsightshavehelpedmarketers,app,andgamedevelopersdemystifythemobileapplandscapewithvisibilityintousage,engagement,andpaidacquisitionstrategies.Today,SensorTower’sdigitalmarketinsightsplatformhasexpandedtoincludeAudience,RetailMedia,andPathmaticsDigitalAdvertisingInsights,helpingbrandsandadvertisersunderstandtheircompetitor’sadvertisingstrategiesandaudiencesacrossweb,social,andmobile.

PressInquiries:

press-apac@

BusinessInquiries:

sales@

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SensorTower|OurCustomers

ToppublisherstrustSensorTowerinsightstogrowtheirbusiness.

Note:Toppublishersbyappstorerevenue|Source:SensorTower

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SensorTower

Solutions

SensorTower

AppAdvertisingInsights

Forthosewhoneedvisibilityintopaiduseracquisition

strategies.

Enjoyinsightinto:globaland

regionalshareofvoice(SOV)

acrossappsandthebiggest

mobileappadnetworks,top

advertisers,publishers,creatives,andmore.

SensorTower

AudienceInsights

Forthosewhoneedvisibilityintoyourexisting,competitor,andpotentialnewaudiences.

Enjoyinsightinto:whichappsconsumersareactually

interactingwith(app

engagement)ANDwhichadsthey’reseeing(adexposure).

SensorTower

PathmaticsDigitalAdvertisingInsights

Forthosewhoneedvisibilityintothedigitaladecosystem.

Gaininsightinto:adsserved,spendandimpressionestimates,SOV,andmoreacrosskeychannels,like:

Facebook,Instagram,X(formerlyTwitter),OTT,YouTube,display,video,andothers.

SensorTower

AppPerformanceInsights

Forthosewhoneedvisibilityintothemobileappecosystem.

Enjoyinsightinto:apprankings,downloads,andrevenue;activeusers,demographics,retention,sessions,andtimespent;appratingsandreviews,keywords,searchads,andmore.

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SensorTower

Solutions

SensorTower

AdvancedUsageInsights

Forthosewhoneedthedeepestlookintoappuserengagement.

Enjoyinsightinto:sessionsperuser;timespent;timeofday;

daysusedpertimeperiod;new,retained,resurrected,and

churnedusertrends;andcohortusageoverlap.

SensorTower

PathmaticsRetailMediaInsights

Forthosewhoneedindustry-firstinsightintoon-andoff-siteretailmedianetworkinvestments.

Enjoyinsightinto:adspend,

mediamix,shareofwallet,

impressions,andSOVforbrandsandproductsacrossretailers–gainingacovetedviewintotheco-brandeddigitaladecosystemandretailmedianetworks.

SensorTower

VideoGameInsights

DiscovertopgametrendsonPCandConsoleplatforms.

Getdeepinsightsintokeymetricslikesales,revenue,DAU,andMAUforover140,000PCandConsolegamesacross100+globalmarkets.Analyzeshiftsinplayerbehaviortouncovercriticalintelligenceon

playeracquisitionandretention.

SensorTower

GamingInsights

Forthosewhoneedthedeepestlookintothemobilegaming

ecosystem.

Enjoyinsightinto:downloads,revenue,RPD,andARPDAU

beyondthetop-levelcategory(Lifestyle&Puzzle)andcandrilldeeperintogenres(Puzzle,

Arcade,etc.)andsub-genres(Swap,Word,etc.).

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SensorTower

Data&Methodology

SensorTower’sPathmaticsempowersyoutouncoverinsightsintothedigitaladvertisingecosystem,minimiseineffectiveadspend,andenhancetheprecisionofyouradvertisingcampaigns.WithPathmatics,yougainvisibilityintothedigitaladvertisinglandscapesacrossmarketsincludingtheUnitedStates,Australia,Brazil,Canada,France,Germany,Italy,Indonesia,India,Japan,Malaysia,Mexico,NewZealand,Philippines,Singapore,Spain,SouthKorea,Thailand,theUnitedKingdomandVietnam.Pathmaticsprovidescomprehensiveestimatesonadplacements,spending,impressions,andshareofvoice(SOV),aswellasin-depthanalysisofbrands'advertisingstrategiesonplatformslikeFacebook,Instagram,X(formerlyTwitter),YouTube,andTikTok,acrossformatssuchasdisplaybanners,videos,mobile,andOTT.

Pathmaticscollectsdigitaladsamplesfromthewebandutilisesstatisticalsamplingmethodstoestimatetheimpressions,cost-per-thousandimpressions(CPM),andexpenditureassociatedwitheachcreative.

DigitalAdvertisingChannelsSupportedbyPathmaticsAcrossMarkets

DesktopDisplayandVideo

Facebook

Instagram

LINE

Linkedin

MobileAppAdNetworks

MobileDisplayandVideo

OTT

Pinterest

Reddit

Snapchat

TikTok

X

YouTube

UnitedStates

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France

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Germany

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Indonesia

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Japan

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Malaysia

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Mexico

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Philippines

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Singapore

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SouthKorea

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Spain

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Thailand

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SensorTower

ExecutiveSummary

Thisreportprovidesanin-depthanalysisofglobaltrendsinGenAIappsacrossbothmobileandwebplatformsin2026.Itcoverstheoverallmarketlandscape,regionalrevenuegrowthdynamicsandtheperformanceofkeysegmentsincludingAIAssistants,AIAgentProductivityApps,AICompanionApps,andAIImage&VideoGenerationApps.

Thereportalsofeaturesbenchmarkcasestudies,breakingdowntherevenuescaleandadvertisingstrategiesofleadingAIappssuchasPlaud,Zeta,andPixAI-helpingpublishersidentifyhigh-valuegrowthopportunitiesandcapitaliseonemergingmonetisationtrends.

NotesonRevenueandDownloadEstimates

SensorTower'srevenuedataisbasedonin-apppurchase(IAP)estimatesfromAppStoreandGooglePlay,excludingadmonetisation,revenuefromthird-partyAndroidstoresordirectpaymentsmadeviaofficialbrandwebsitesorotheralternativepaymentchannels.Unlessotherwisespecifiedasnetrevenue,allrevenuefiguresrefertogrossrevenue(i.e.beforeplatformfeesarededucted).

SensorTower'sdownloaddataisbasedonestimatesfromAppStoreandGooglePlay,excludingpre-installs,re-downloads,anddownloadsfromthird-partyAndroidstores.GooglePlayisnotavailableinMainlandChina.

DefinitionofAIApps

TheAIappsdiscussedinthisreportreferspecificallytoAI-nativegenerativeAIapps–appsfundamentallybuiltaroundgenerativeAImodelsfrominception,ratherthantraditionalsoftwareaugmentedwithAIfeatures.Theircoreworkflows,interactionsandvaluecreationareAI-driven,andtheappswouldnotfunctionwithoutAI.

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Agenda

Introduction&Methodology07 GlobalAIAppMarketOverview09 AIAssistantApps14 AIAgentApps20 AICompanionApps23 AIImageandVideoApps27 AIAppWebInsights31 AIAppDigitalAdvertisingInsights35 CaseStudies:Plaud,Zeta&PixAI40 GlobalAIAppRankings52 KeyTakeaways56

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GlobalAIApp

MarketOverview

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GenAIFuelsRapidGrowthinNon-GamingAppRevenue,WhileAcceleratingGrowthAcrossAdjacentCategories

Source:SensorTowerAppPerformanceInsights&AppIQClassification

GrowthinGlobalNon-GamingMobileAppIAPRevenue,2025Q2–2026Q1

RevenueGrowth

GenAI UtilitiesSocialMediaFilm&TV

Multimedia&DesignSoftwareBusiness&ProductivitySoftware

Lifestyle&ServicesHealth&WellnessMusic&PodcastsWork&EducationShopping

$0B$2B$4B

232%

34%

13%

12%

31%

32%

29%

14%

14%

12%

43%

AnnualTrendofGlobalNon-GamingMobileAppIAPRevenue2019–2026

$84.8B+21%YoY

$90B

$45B

$0B

2019202020212022202320242025

From2019to2025,globalnon-gamingmobileappIAPrevenuecontinuedtogrowrapidly,reaching$84.8Bin2025(+21%YoY).Between2025Q2and2026Q1,GenAIemergedasthecategoryÕsprimarygrowthengine,withrevenuesurging232%YoYandcontributingmorethan$4.4BinincrementalrevenueÐfaroutperformingallothercategoriesinbothgrowthrateandscale.AsGenerativeAIexpandsacrossadjacentverticals,categoriessuchasUtilities,Multimedia&DesignandBusiness&Productivityappsarealsoseeingstrongrevenueacceleration.

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GenAIMobileAppRevenueSurges32xin3Years,Up232%YoYto$6.1BOverthePastYear

Source:SensorTowerAppPerformanceInsights

QuarterlyGlobalGenerativeAIMobileAppIAPRevenueTrend

2023Q1-2026Q1

$1.9B

+14%QoQ

$2B

$1B

$0B

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

2025Q4

2026Q1

QuarterlyGlobalGenerativeAIMobileAppDownloadTrend

2023Q1-2026Q1

1.12B

+1%QoQ

0.6B

0B

1.2B

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

2025Q4

2026Q1

GenerativeAImobileapprevenuehasenteredanexponentialgrowthphase,risingfromlessthan$60Min2023Q1to$1.9Bin2026Q1–amorethan32xincreaseinjust3years.Between2025Q2and2026Q1,annualIAPrevenuesurged232%YoYto$6.1B,withannualisedgrowthexceeding200%.Atthesametime,downloadgrowthhasstartedtomoderate.GenAIappdownloadsreached1.12Bin2026Q1,growingjust1%QoQ–suggestingthemarketisenteringatemporaryplateauinnewuseracquisition,whileoverallpenetrationremainsinitsearlystages.

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GenAIRevenueLandscape:U.S.DominatesWhileAPACMarketsRapidlyScale

Source:SensorTowerAppPerformanceInsights

GenAIMobileAppIAPRevenueinAPACMarkets,2023Q1–2026Q1

JapanKoreaSEA

+262%YoY

+193%YoY

+147%YoY

$50M

+190%YoY

+49%YoY

+133%YoY

$0M

HongKong,Macau&TaiwanMainlandChinaiOSIndia

$100M

GlobalGenAIMobileAppIAPRevenuebyMarket,2025Q2–2026Q1

U.S.

JapanKorea

Others11%

U.K.

MiddleEast

5%Korea

5%

Japan5%

France

NorthAmerica38%

Revenue

GermanyBrazil

LatinAmerica8%

Canada

Europe28%

HongKong,Macau&TaiwanAustralia

SaudiArabia

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

2025Q4

2026Q1

Mexico

$0B$1B$2B

Between2025Q2and2026Q1,theU.S.remainedtheworld’slargestGenAIappmarket,generatingnearly$2.2BinIAPrevenueandcontributingcloseto38%ofglobalrevenue–faraheadofallothermarkets.Japan,SouthKorea,theU.K.,France,GermanyandBrazilformedthesecondtierofmarkets,eachgeneratingbetween$200Mand$300Minrevenue.WithinAPAC,JapanandSouthKoreastoodoutaskeygrowthenginesforglobalAIapps,withJapan’srevenuesurging262%YoYin2026Q1andquarterlyrevenuesurpassing$100Mforthefirsttime.

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GlobalGenAIRevenueLandscape:AIAssistantsDominateWhileAICompanionAppsRemainFragmented

Source:SensorTowerAppPerformanceInsights

2026Q1GlobalGenAIMobileAppIAPRevenueSharebyCategory

2026Q1GlobalGenAIMobileAppDownloadSharebyCategory

TheAIAssistantcategoryremainshighlyconcentrated,withChatGPTcontinuingtodominatethecategorythroughscale,brandstrengthandecosystemadvantages.Incontrast,AICompanionandAIContentGeneratorappsremaininarapidgrowthphase,withrevenueanddownloadsspreadacrossalargenumberofemergingplayers.Ascompetitioninthesecategoriesisstillevolving,newentrantscontinuetohaveopportunitiestobreakout.

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AIAssistantApps

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AIAssistantApps:QuarterlyMobileIAPRevenueSurpasses$1.6B,Up15%QoQ

Source:SensorTowerAppPerformanceInsights

QuarterlyGlobalAIAssistantMobileAppIAPRevenueTrend

2023Q1–2026Q1

QuarterlyGlobalAIAssistantMobileAppDownloadTrend

$1.6B

+15%QoQ

2023Q1–2026Q1

0.87B

-2%QoQ

1B

AIAssistantApps–Downloads

$1.6B

AIAssistantApps–Revenue

0.5B

$0.8B

0B

$0B

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

2025Q4

2026Q1

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

2025Q4

2026Q1

In2026Q1,AIAssistantappssurpassed$1.6BinquarterlyIAPrevenue,up15%QoQ,makingitoneofthelargestandmostmaturecategorieswithinGenAI.

Atthesametime,downloadgrowthhasstartedtoslow,withdownloadsdecliningQoQforthefirsttimein2026Q1–signallingrisinguseracquisitionchallengesasmainstreamadoptionapproachessaturation.

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ChatGPTDominatesMobileRevenueWhileMAUNears1B;Doubao,DolaandDeepSeekContinuetoScale

Source:SensorTowerAppPerformanceInsights

Top10GlobalAIAssistantMobileAppsbyMAU,March2026

Top10GlobalAIAssistantMobileAppsbyIAPRevenue,2026Q1

+0.5%

MAU

$1.4B

+7%Revenue

+8%

+5%+22%+3%+5%+4%+12%+88%+7%

$0.7B

+105%+241%+122%+86%+25%-14%+123%+25%+25%

$0B

0B0.5B1B

ChatGPTgeneratednearly$1.3Binmobilerevenuein2026Q1Ðover5xthecombinedrevenueoftheremainingtop10appsÐreinforcingitsdominantmarketposition.InMarch2026,ChatGPTmobileMAUapproached1B,althoughgrowthslowedtojust0.5%QoQ,signallingthecategoryÕstransitiontowardmaturity.Atthesametime,appssuchasGrok,ClaudeandGoogleGeminicontinuedtoscalerapidly,intensifyingcompetitionacrosstheAIAssistantcategory.GrokleveragedXÕsreal-timedataecosystemfordifferentiation,whileClaudeexpandedthroughenterpriseAIdemandandGeminibenefitedfromGoogleÕsbroaderplatformecosystem.

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ChatGPTFacesGrowingPressurefromGeminiandClaude

Source:SensorTowerAppPerformanceInsights

GlobalDailyMobileDownloadsTrend:ChatGPTvs.GoogleGemini

ChatGPTGoogleGemini

4M

2M

LaunchofNanoBanana

0M

2025-08-01

2025-08-15

2025-08-29

2025-09-12

2025-09-26

2025-10-10

2025-10-24

2025-11-07

2025-11-21

2025-12-05

2025-12-19

2026-01-02

2026-01-16

2026-01-30

2026-02-13

2026-02-27

2026-03-13

2026-03-27

U.S.DailyMobileDownloadsTrend:ChatGPTvs.Claude

ChatGPTClaudebyAnthropic

400K

200K

LaunchofClaudeOpus4.6andstrengthenedAIsafetypositioning

0K

2026-01-01

2026-01-07

2026-01-13

2026-01-19

2026-01-25

2026-01-31

2026-02-06

2026-02-12

2026-02-18

2026-02-24

2026-03-02

2026-03-08

2026-03-14

2026-03-20

2026-03-26

FollowingthelaunchofGemini’s“NanoBanana”modelinSeptember2025,dailymobiledownloadsbrieflysurgedtonearly4Mglobally,temporarilysurpassingChatGPTanddrivingnoticeableshareshiftsinthecategory.Meanwhile,afterthereleaseof“ClaudeOpus4.6”inMarch2026,Claude’sU.S.dailymobiledownloadsclimbedfrombelow100Ktonearly300K,brieflyapproachingChatGPT.ItsdiferentiatedpositioningaroundAIsafetyandrefusaltoworkwiththePentagonresonatedstronglywithsegmentsofthemarket,acceleratingusergrowth.

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DolaGainsGroundAgainstChatGPTThroughDi#erentiatedPositioningAcrossSoutheastAsiaandLatinAmerica

Aug2023

Nov2023

Feb2024

May2024

Aug2024

Nov2024

Feb2025

May2025

Aug2025

Nov2025

Feb2026

MonthlyDownloadTrend:Dolavs.ChatGPTinSEA&LatinAmerica,Aug2023-Apr2026

ChatGPTDola

16M

SoutheastAsia

8M

0M

LatinAmerica

18M

9M

0M

Source:SensorTowerAppPerformanceInsights

32M

16M

0M

MonthlyGlobalDownloadTrendforDolabyMarket,Aug2023-Apr2026

SoutheastAsiaLatinAmericaOthers

Dolahasenteredabreakoutgrowthphase,withglobalmonthlydownloadsapproaching32MinApril2026andcumulativedownloadssurpassing236M.SoutheastAsiaandLatinAmericaemergedasitscoregrowthmarkets,contributing49%and44%oftotaldownloadsrespectively.

AccordingtoSensorTower’sdata,DolahasalreadysurpassedChatGPTinmonthlydownloadsacrossbothSoutheastAsiaandLatinAmerica,becomingoneoftheregion’sfastest-growingAIapps.

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China’siOSAIAssistantMarketRemainsHighlyLocalised,with豆包(Doubao)ToppingMobileAppDownloadRankingsfor12ConsecutiveMonths

Source:SensorTowerAppPerformanceInsights

MonthlyDownloadTrend:豆包(Doubao)vs.抖音(Douyin)onChinaiOS,Jan2024–Mar2026

MonthlyDownloadTrendofAIAssistantAppsonChinaiOS,Jan2024–Mar2026

豆包(Doubao)

千问(Qwen)

DeepSeek

元宝(Yuanbao)

抖音(Douyin)

12M

豆包(Doubao)

12M

6M

6M

0M

0M

2024Jan

2024Mar

2024May

2024Jul

2024Sep

2024Nov

2025Jan

2025Mar

2025May

2025Jul

2025Sep

2025Nov

2026Jan

2026Mar

2024Jan

2024Mar

2024May

2024Jul

2024Sep

2024Nov

2025Jan

2025Mar

2025May

2025Jul

2025Sep

2025Nov

2026Jan

2026Mar

China’siOSAIAssistantmarketremainshighlylocalised,withappssuchas豆包(Doubao),DeepSeek,千问(Qwen)and元宝(Yuanbao)leadingthecategory.Doubaocontinuestodominatedownloadswhilemaintainingstronggrowthmomentum.SinceJune2024,Doubaohassurpassed抖音(Douyin)indownloads,andsinceApril2025,ithasremainedthemost-downloadedmobileapponChinaiOSfor12consecutivemonths.

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AIAgentApps

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ManusSparksImmediateMarketAdoption,