2026年AI应用研究报告

Stateof

AI

Apps2026GlobalTrends&InsightsReportSensorTowerOverviewSensorToweristhe

leadingsourceofmobileapp,digitaladvertising,

retail

media,

andaudienceinsightsforthelargestbrandsandapppublishersacrosstheglobe.With

a

mission

to

measure

the

world’s

digital

economy,

Sensor

Tower’s

award-

winning

platform

delivers

unmatched

visibility

into

the

mobile

app

and

digital

ecosystem,

empowering

organisations

to

stayahead

of

changingmarket

dynamicsandmakeinformed,strategicdecisions.Foundedin2013,SensorTower’smobileappinsightshave

helped

marketers,app,

and

game

developers

demystify

themobile

applandscape

with

visibilityinto

usage,engagement,and

paidacquisitionstrategies.Today,Sensor

Tower’s

digital

market

insights

platform

has

expanded

to

include

Audience,

Retail

Media,

and

PathmaticsDigitalAdvertisingInsights,helpingbrandsandadvertisers

understand

their

competitor’s

advertising

strategies

and

audiences

across

web,

social,

and

mobile.PressInquiries:

press-apac@BusinessInquiries:

sales@

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2SensorTower|

OurCustomersToppublisherstrustSensorTowerinsightstogrowtheirbusiness.

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3Note:Toppublishersbyappstorerevenue|

Source:SensorTowerSensorTowerApp

Advertising

InsightsForthosewhoneedvisibility

intopaiduseracquisitionstrategies.Enjoyinsightinto:globalandregionalshareof

voice(SOV)acrossappsandthebiggestmobileappadnetworks,topadvertisers,publishers,creatives,

and

more.SensorTowerAppPerformance

InsightsForthosewhoneedvisibility

intothemobileappecosystem.Enjoyinsightinto:apprankings,

downloads,andrevenue;active

users,demographics,retention,

sessions,andtimespent;app

ratingsandreviews,keywords,

searchads,andmore.SensorTowerAudience

InsightsForthosewhoneedvisibility

intoyourexisting,competitor,

andpotentialnewaudiences.Enjoyinsightinto:whichapps

consumersareactuallyinteractingwith(appengagement)AND

whichadsthey’reseeing(adexposure).SensorTowerPathmaticsDigital

AdvertisingInsightsForthosewhoneedvisibility

intothedigitaladecosystem.Gaininsightinto:adsserved,spend

andimpressionestimates,SOV,and

moreacrosskeychannels,like:Facebook,Instagram,X(formerly

Twitter),OTT,YouTube,display,

video,andothers.

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4SensorTowerSolutionsSensorTowerVideoGame

InsightsDiscovertopgametrendsonPC

andConsoleplatforms.Getdeepinsightsintokey

metrics

likesales,revenue,DAU,

and

MAU

forover140,000PC

and

Console

gamesacross100+globalmarkets.

Analyzeshiftsinplayerbehaviorto

uncovercriticalintelligenceonplayeracquisitionandretention.SensorTowerAdvancedUsage

InsightsForthosewhoneedthedeepest

lookintoappuserengagement.Enjoyinsightinto:sessionsper

user;timespent;

timeof

day;daysusedpertimeperiod;

new,

retained,resurrected,andchurnedusertrends;andcohort

usageoverlap.SensorTowerPathmaticsRetail

MediaInsightsForthosewhoneedindustry-first

insightintoon-andoff-siteretail

medianetworkinvestments.Enjoyinsightinto:adspend,mediamix,shareof

wallet,impressions,andSOVforbrands

andproductsacrossretailers–

gainingacovetedviewintothe

co-brandeddigitaladecosystem

andretailmedia

networks.SensorTowerGaming

InsightsForthosewhoneedthedeepest

lookintothemobilegamingecosystem.Enjoyinsightinto:downloads,

revenue,RPD,andARPDAUbeyondthetop-level

category

(Lifestyle&Puzzle)andcandrill

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

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5SensorTowerSolutionsDesktopDisplay

andVideoFacebookInstagramLINELinkedinMobile

App

Ad

NetworksMobileDisplay

andVideoOTTPinterestRedditSnapchatTikTokXYouTubeUnitedStates············Australia········Brazil······Canada··········France·······Germany··········India·····Indonesia·······Italy······Japan······Malaysia······Mexico···NewZealand····Philippines······Singapore····SouthKorea····Spain·······Thailand····UnitedKingdom···········Vietnam·····SensorTowerData&MethodologySensor

Tower’s

Pathmatics

empowers

you

to

uncover

insightsintothedigitaladvertisingecosystem,minimise

ineffectiveadspend,andenhancethe

precision

ofyour

advertising

campaigns.

WithPathmatics,

yougain

visibility

into

the

digital

advertising

landscapes

across

marketsincluding

theUnitedStates,

Australia,Brazil,

Canada,

France,Germany,

Italy,

Indonesia,

India,Japan,

Malaysia,

Mexico,

New

Zealand,

Philippines,

Singapore,

Spain,

South

Korea,Thailand,the

United

Kingdom

and

Vietnam.

Pathmatics

providescomprehensiveestimates

on

ad

placements,spending,

impressions,

andshare

of

voice(SOV),as

well

as

in-depth

analysis

of

brands'

advertising

strategies

onplatformslikeFacebook,

Instagram,

X(formerlyTwitter),

YouTube,andTikTok,

acrossformatssuchasdisplay

banners,videos,

mobile,

andOTT.Pathmatics

collects

digital

ad

samples

from

the

web

andutilises

statistical

samplingmethodstoestimate

the

impressions,

cost-per-thousand

impressions

(CPM),

andexpenditureassociatedwitheachcreative.

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6Digital

AdvertisingChannelsSupportedbyPathmatics

AcrossMarketsSensorTowerExecutiveSummaryThisreportprovidesanin-depthanalysisofglobaltrendsin

GenAIapps

across

both

mobile

andweb

platforms

in2026.

It

coversthe

overall

market

landscape,

regional

revenuegrowthdynamicsandthe

performance

of

key

segments

including

AI

Assistants,

AI

Agent

Productivity

Apps,

AI

Companion

Apps,

and

AI

Image

&

Video

Generation

Apps.The

report

alsofeatures

benchmark

casestudies,

breaking

downthe

revenuescale

andadvertisingstrategiesofleadingAIappssuchas

Plaud,Zeta,

and

PixAI

-

helping

publishersidentifyhigh-valuegrowthopportunitiesandcapitaliseonemerging

monetisationtrends.NotesonRevenueandDownloadEstimatesSensorTower's

revenue

data

is

based

on

in-app

purchase

(IAP)

estimatesfromApp

Store

and

Google

Play,excludingad

monetisation,

revenuefromthird-partyAndroidstoresor

direct

payments

madevia

officialbrandwebsitesorotheralternativepaymentchannels.Unlessotherwisespecifiedasnet

revenue,allrevenuefiguresrefertogrossrevenue(i.e.beforeplatformfeesarededucted).SensorTower's

download

data

is

based

on

estimatesfromApp

Store

and

Google

Play,

excluding

pre-

installs,

re-downloads,

and

downloadsfromthird-partyAndroidstores.

Google

Play

is

not

available

in

MainlandChina.Definitionof

AI

AppsTheAIapps

discussedinthisreport

referspecifically

toAI-native

generative

AI

apps

–

apps

fundamentallybuiltaround

generative

AImodels

frominception,ratherthan

traditional

software

augmentedwith

AIfeatures.Theircoreworkflows,interactionsandvaluecreationare

AI-driven,andthe

appswouldnotfunctionwithout

AI.

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7AgendaIntroduction

&

Methodology

07

Global

AI

App

Market

Overview

09

AI

Assistant

Apps

14

AI

Agent

Apps

20

AICompanion

Apps

23

AIImageand

Video

Apps

27

AI

AppWebInsights

31

AI

AppDigital

AdvertisingInsights

35

CaseStudies:Plaud,Zeta&PixAI

40

Global

AI

AppRankings

52

KeyTakeaways

56

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8Global

AI

AppMarketOverview

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9Gen

AIFuelsRapidGrowthinNon-GamingAppRevenue,WhileAccelerating

Growth

Across

AdjacentCategoriesSource:SensorTowerAppPerformanceInsights&AppIQClassification$45B$0B2019202020212022202320242025From

2019

to

2025,

global

non-gaming

mobile

app

IAP

revenue

continued

to

grow

rapidly,

reaching

$84.8B

in

2025

(+21%YoY).

Between

2025

Q2

and

2026

Q1,

GenAI

emergedasthecategoryÕsprimarygrowthengine,withrevenuesurging

232%YoYand

contributing

morethan

$4.4B

in

incremental

revenue

Ðfar

outperforming

all

other

categoriesinbothgrowthrateandscale.AsGenerativeAIexpandsacrossadjacentverticals,categoriessuch

as

Utilities,

Multimedia

&

Design

and

Business

&

Productivity

appsarealsoseeingstrongrevenueacceleration.Gen

AIUtilities

SocialMedia

Film&

TVMultimedia&DesignSoftwareBusiness&ProductivitySoftwareLifestyle&ServicesHealth&

Wellness

Music&Podcasts

Work&Education

ShoppingAnnualTrendofGlobalNon-GamingMobile

AppIAPRevenue

2019–2026$90B

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10232%

34%

13%

12%

31%

32%

29%

14%

14%

12%

43%

GrowthinGlobalNon-GamingMobile

AppIAPRevenue,2025Q2–2026Q1$0B

$2B

$4B$84.8B

+21%

YoY

RevenueGrowthGenAIMobileAppRevenueSurges32xin3Years,Up232%YoYto$6.1BOverthe

Past

YearSource:SensorTower

AppPerformanceInsights1.12B+1%QoQGenerativeAImobileapprevenuehasenteredanexponentialgrowthphase,

risingfrom

lessthan

$60M

in2023

Q1to$1.9B

in

2026

Q1

–

a

morethan32x

increase

in

just3

years.

Between

2025

Q2

and

2026

Q1,

annual

IAP

revenuesurged

232%YoYto

$6.1B,with

annualised

growth

exceeding

200%.At

the

same

time,

download

growth

has

started

to

moderate.

Gen

AI

app

downloads

reached

1.12B

in

2026

Q1,

growing

just

1%

QoQ

–

suggesting

the

market

is

entering

a

temporary

plateau

in

new

user

acquisition,whileoverallpenetrationremainsinitsearlystages.

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11QuarterlyGlobalGenerative

AIMobileAppIAPRevenueTrend2023Q1-2026Q1QuarterlyGlobalGenerative

AIMobile

AppDownloadTrend2023Q1-2026Q1$1.9B+14%QoQ2023Q12023Q22023Q32023Q42024Q12024Q22024Q32024Q42025Q12025Q22025Q32025Q42026Q12023Q12023Q22023Q32023Q42024Q12024Q22024Q32024Q42025Q12025Q22025Q32025Q42026Q1$1B$0B$2B0.6B1.2B0BBetween2025Q2and2026

Q1,the

U.S.

remained

the

world’s

largest

GenAI

app

market,

generating

nearly

$2.2B

in

IAP

revenue

and

contributing

close

to

38%

of

global

revenue–faraheadofallothermarkets.Japan,SouthKorea,theU.K.,France,GermanyandBrazilformedthesecondtierofmarkets,eachgeneratingbetween$200Mand

$300M

in

revenue.

Within

APAC,

Japan

and

South

Korea

stood

out

as

key

growth

engines

for

global

AI

apps,

with

Japan’s

revenue

surging

262%

YoY

in

2026

Q1

and

quarterlyrevenuesurpassing$100Mforthe

first

time.Gen

AIRevenueLandscape:U.S.DominatesWhile

APACMarketsRapidlyScaleU.S.JapanKoreaU.K.FranceGermany

BrazilCanadaHongKong,

Macau&Taiwan

AustraliaSaudi

ArabiaMexicoGen

AIMobileAppIAPRevenueinAPACMarkets,2023Q1–2026Q1

JapanKoreaSEA

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12Latin

America8%Europe

28%GlobalGen

AIMobileAppIAPRevenuebyMarket,2025Q2–2026Q1HongKong,Macau&TaiwanMainlandChinaiOSIndia$0B

$1B

$2BSource:SensorTowerAppPerformanceInsights5%

Korea5%Japan5%2023Q12023Q22023Q32023Q42024Q12024Q22024Q32024Q42025Q12025Q22025Q32025Q42026Q1Others

11%MiddleEast+147%YoY+190%YoYNorth

America

38%Revenue$100M+262%YoY+193%YoY+133%YoY+49%YoY$50M$0MGlobal

GenAI

Revenue

Landscape:AIAssistants

Dominate

WhileAI

Companion

AppsRemainFragmentedSource:SensorTower

AppPerformanceInsightsTheAIAssistant

category

remains

highly

concentrated,with

ChatGPT

continuingto

dominatethe

categorythrough

scale,

brand

strength

and

ecosystem

advantages.

In

contrast,

AICompanionand

AIContentGeneratorappsremaininarapidgrowthphase,withrevenueanddownloadsspreadacrossalargenumberofemergingplayers.

As

competitioninthesecategoriesisstillevolving,newentrantscontinuetohaveopportunitiestobreakout.

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132026Q1GlobalGen

AIMobileAppIAPRevenueSharebyCategory2026Q1GlobalGen

AIMobile

AppDownloadSharebyCategoryAI

Assistant

Apps

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14$1.6BAI

Assistant

Apps–Revenue$0.8B$0BAI

Assistant

Apps:QuarterlyMobileIAPRevenueSurpasses$1.6B,Up15%QoQSource:SensorTower

AppPerformanceInsightsIn2026Q1,

AI

Assistantappssurpassed$1.6BinquarterlyIAPrevenue,up15%QoQ,makingitoneof

thelargestandmostmaturecategorieswithinGen

AI.At

the

same

time,

download

growth

has

started

to

slow,

with

downloads

declining

QoQ

for

the

first

time

in

2026

Q1

–

signalling

rising

user

acquisition

challenges

as

mainstreamadoptionapproachessaturation.

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15QuarterlyGlobal

AI

AssistantMobile

AppIAPRevenueTrend2023Q1–

2026Q1QuarterlyGlobal

AI

AssistantMobile

AppDownloadTrend2023Q1–

2026Q11BAI

Assistant

Apps–Downloads$1.6B+15%QoQ2023Q12023Q22023Q32023Q42024Q12024Q22024Q32024Q42025Q12025Q22025Q32025Q42026Q12023Q12023Q22023Q32023Q42024Q12024Q22024Q32024Q42025Q12025Q22025Q32025Q42026Q10.87B-2%QoQ0.5B0BTop10Global

AI

AssistantMobile

AppsbyIAPRevenue,2026Q1$1.4B+7%

Revenue$0.7B+105%

+241%

+122%+86%

+25%-14%

+123%+25%+25%$0BChatGPTDominatesMobileRevenue

WhileMAUNears1B;Doubao,Dolaand

DeepSeekContinueto

ScaleSource:SensorTower

AppPerformanceInsightsChatGPTgeneratednearly$1.3Binmobilerevenuein

2026

Q1

Ð

over5xthecombined

revenue

ofthe

remainingtop10

apps

Ð

reinforcing

its

dominant

market

position.

In

March2026,ChatGPTmobile

MAUapproached1B,although

growthslowedto

just

0.5%

QoQ,

signallingthe

categoryÕs

transition

toward

maturity.Atthesametime,

apps

suchasGrok,ClaudeandGoogleGeminicontinuedtoscalerapidly,intensifyingcompetition

acrosstheAIAssistantcategory.Grok

leveragedXÕs

real-timedataecosystem

fordifferentiation,whileClaudeexpandedthroughenterprise

AIdemandandGeminibenefitedfromGoogleÕsbroaderplatformecosystem.+8%+5%+22%+3%+5%+4%+12%+88%+7%

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160B

0.5B

1BTop10Global

AI

AssistantMobile

AppsbyMAU,March2026+0.5%MAUFollowingthelaunchofGemini’s“NanoBanana”modelinSeptember2025,

daily

mobile

downloads

briefly

surgedto

nearly4M

globally,temporarilysurpassing

ChatGPT

anddriving

noticeableshareshifts

inthecategory.

Meanwhile,after

the

release

of“Claude

Opus

4.6”

in

March

2026,

Claude’s

U.S.

daily

mobile

downloads

climbed

from

below

100Kto

nearly300K,

briefly

approaching

ChatGPT.

Its

diferentiated

positioning

aroundAIsafety

and

refusal

to

work

with

the

Pentagon

resonated

strongly

with

segmentsof

themarket,acceleratingusergrowth.ChatGPTFacesGrowingPressurefromGeminiandClaudeSource:SensorTower

AppPerformanceInsightsU.S.DailyMobileDownloadsTrend:ChatGPTvs.Claude

ChatGPTClaudeby

Anthropic

-

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17Launchof

ClaudeOpus

4.6andstrengthened

AI

safetypositioningGlobalDailyMobileDownloadsTrend:ChatGPTvs.GoogleGeminiLaunchofNanoBanana2025-08-012025-08-152025-08-292025-09-122025-09-262025-10-102025-10-242025-11-072025-11-212025-12-052025-12-192026-01-022026-01-162026-01-302026-02-132026-02-272026-03-132026-03-272026-01-012026-01-072026-01-132026-01-192026-01-252026-01-312026-02-062026-02-122026-02-182026-02-242026-03-022026-03-082026-03-142026-03-202026-03-26

ChatGPTGoogleGemini400K200K4M0M2M0K32M16M0MMonthlyGlobalDownloadTrendforDolabyMarket,

Aug2023-

Apr2026

Southeast

AsiaLatin

AmericaOthersDola

Gains

Ground

Against

ChatGPT

Through

Di#erentiated

Positioning

Across

Southeast

AsiaandLatinAmericaSource:SensorTower

AppPerformanceInsightsDola

hasentered

a

breakoutgrowth

phase,withglobal

monthly

downloads

approaching

32M

inApril

2026

and

cumulative

downloads

surpassing

236M.

SoutheastAsia

andLatin

Americaemergedasitscoregrowthmarkets,contributing49%and44%of

totaldownloadsrespectively.AccordingtoSensorTower’sdata,DolahasalreadysurpassedChatGPTinmonthlydownloadsacrossbothSoutheastAsiaandLatinAmerica,becomingoneof

theregion’s

fastest-growing

AIapps.ChatGPTDolaSoutheast

AsiaLatinAmerica

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18MonthlyDownloadTrend:Dol