The "2025 China AI App Traffic Analysis Report" provides an in-depth analysis of the market status and development trends of AI apps in China. The report points out that the AI industry's technology has not yet converged, and technological breakthroughs are key for companies to gain market advantages. Taking DeepSeek as an example, its user device count and usage frequency grew significantly in a short period, highlighting the importance of technological capability in seizing market share. At the same time, based on an analysis of user behavior, the report divides users into three quality tiers: high, medium, and low, and finds that deep AI users account for 30% of all AI users. The report evaluates the user governance capabilities of AI apps, including the proportion of core loyal users and the proportion of unstable customer groups, reflecting differences in each app's ability in user operations and maintenance. Regarding user attributes, the report analyzes factors such as age, gender, mobile phone brand, and region, pointing out that this round of AI adoption shows characteristics of covering all age groups and gender balance, and that the proportion of new AI users in Jiangsu and Hebei provinces is significantly higher than in other provinces. This report provides valuable market insights and decision support for AI industry practitioners, helping companies better grasp technology development trends and user needs.
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Viewpoint Discussion: Technology Has Not Yet Converged
Technology Has Not Yet Converged (Part 1): DeepSeek's explosion proves that technological capability is still the core competitiveness in the AI field.
The monthly user device counts of DeepSeek and Doubao grew rapidly in a short period, indicating that the artificial intelligence industry's technology has not yet converged. A leap in technological capability can quickly attract user attention and usage, seize market share, and highlights the key role of technological leaps in capturing the market.
Technology Has Not Yet Converged (Part 2): With no visible ceiling for technology, it is also impossible to assert that there are no other paths to technological breakthroughs.
The monthly total usage counts of DeepSeek and Doubao increased astonishingly, but the technological ceiling is not yet visible, and risks exist. Companies face many uncertainties during research and development. Even if a certain technology route temporarily seizes the market, it may still be disrupted by other innovative paths.
Indicator Description: For better analysis, we divide user quality into three levels based on the number of days users use AI.
AI User Overview: The 30/70 Rule: Deep users account for close to 30% of total users, and all companies benefit from the rise in AI market热度.
Define deep AI users and analyze the proportion of deep AI users across different apps. It is found that when the boundary is set at 20 million user devices, among apps with more than 20 million, the proportion of deep AI users is generally less than 30%, while among apps with fewer than 20 million, this ratio is higher than 30%, showing the impact of traffic on AI app user groups.
User Governance Capability: Proportion of Core Loyal Users: The higher this indicator is, the more favored the app is by its users.
Introduce the definition and calculation method of core loyal users, analyze the proportion of core loyal users among deep users of Chinese artificial intelligence apps from February to March 2025, reflecting each app's recognition or favor among deep AI players and demonstrating market position beyond traffic indicators.
User Governance Capability: Proportion of Unstable Customer Groups: The lower this indicator is, and the more it can continue to decline, the stronger the customer operations and maintenance capability.
Elaborate the definition and calculation method of unstable deep users, analyze the proportion of unstable deep users among deep users of China's artificial intelligence Apps from February to March 2025, and point out that the lower the indicator and the more it can continue to decrease, the stronger the App's customer operations and maintenance capability, reflecting the differences in the capabilities of various Apps in user operations and maintenance.
AI laymen: the enlightening role of this round of AI: This refers to a point-in-time indicator, reflecting each round of new market trends and the ability of each App to attract customers.
Define pure trial new customers, and analyze the proportion of pure trial new customers among China's artificial intelligence Apps from February to March 2025, and point out that this round of AI boom is of great significance to the enlightenment and promotion of artificial intelligence in China, while also reflecting the ability of each App to attract customers and the importance of user operations and maintenance capability.
AI enlightenment: how much contribution can a hit App make: DeepSeek's technological breakthrough has made an indispensable contribution to the development of China's AI industry.
Taking DeepSeek as an example, analyze its technological breakthrough's contribution to the development of China's AI industry, and based on the distribution of pure trial new customers among different Apps, demonstrate DeepSeek's impact on user usage behavior and its role in AI enlightenment.
AI enlightenment: similar situations also occurred on other Apps: Under the premise that technology has not yet converged, technological breakthroughs can shatter competitors' commercialization efforts.
Further analyze the impact of technological breakthroughs on competitors' commercialization efforts, and taking Apps such as Doubao and Tencent Yuanbao as examples, explain that under the premise that technology has not yet converged, technological breakthroughs can shatter competitors' commercialization efforts, verifying the subversive role of technological capability in the artificial intelligence industry landscape.
Other impacts: comparison of user attributes
Age: this round of AI popularization is a phenomenal event: AI is no longer just the patent of young people; technological breakthroughs have enabled all age groups to actively reach artificial intelligence.
Analyze the proportion of users of different age groups in AI Apps, and point out that this round of AI popularization has made AI more deeply penetrate the whole society and all age groups, which is beneficial to industry development, while also mentioning that the proportion of young people among new customers has declined significantly.
Gender: indirect evidence that DeepSeek still has room: The gender attributes of DeepSeek's new traffic users show a state of slight intensification of imbalance.
Discuss that the gender attributes of DeepSeek's new traffic users show a state of slight intensification of imbalance, which differs from the gender averaging of new customers in other Apps, and speculate that this may be because it is more attractive to men who pay more attention to technology, but this is only weak correlation evidence, suggesting that DeepSeek may still have room for growth in user attraction.
Mobile phone brands: relatively large differences: There are relatively large differences among platforms, and intuitively Xiaomi users have higher usage behavior of AI Apps.
Analyze the proportion of users of different mobile phone brands in AI Apps, and find that Xiaomi users show a trend of a relatively large proportion of core customer groups and a more obvious decrease in the proportion of new customers on the three Apps DeepSeek, Yuanbao, and Kimi; for Doubao, the change among Apple mobile phone users is the most obvious, and it is speculated that Xiaomi users have higher usage behavior of AI Apps.
Region: Jiangsu and Hebei are regions worthy of attention: The proportion of core new customers in Jiangsu and Hebei is significantly higher than that of core customer groups.
Comparing user group screening, it is found that the proportion of core new customers in Jiangsu and Hebei is significantly higher than that of core customer groups, and Jiangsu is the province with the largest difference in multiple Apps. Analyze the characteristics of Jiangsu users' attitudes toward AI Apps as "mainly practicality-oriented, with significant scenario-driven features," as well as the accelerating effect of policy support and industrial transformation needs on the popularization of AI technology.
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