The Global AI Application Industry Quarterly Report provides an in-depth analysis of the current state and development trends of the global AI application industry. Expanding from multiple dimensions, it presents the monthly active user scale and quarterly growth rates of AI applications in China and overseas in March 2025, revealing that overseas AI applications have approached a user scale of nearly 1 billion and maintained rapid growth, while the Chinese market has also shown explosive growth, with innovation pioneers such as DeepSeek driving AI applications into a new stage of mass adoption. The report further employs an all-media data analysis method to distill the "hot concepts" and "hot scenarios" of the AI industry, providing forward-looking market insights for industry participants and helping them discover potential business opportunities. In terms of industry landscape, global AI applications have differentiated into 23 major tracks, each showing different characteristics in user growth, technological development, market competition, etc. The Chinese market hasAI video creation、AI virtual charactersand other tracks have shown significant growth, while the overseas market has performed prominently in AI video creation and AI efficiency improvement tracks. This helps readers understand the development context of the AI application industry, gain insight into trends, and find direction.
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Editor's Words
I hope Xsignal's data can contribute its modest efforts to the development of China's AI industry. In the spring of 2025, the AI industry is welcoming an unprecedented "big bang," with technological breakthroughs driving AI applications into a new stage of mass adoption. "Quarterly Record · Spring | Xsignal Global AI Application Industry Quarterly Report | 2025" records the development trajectory of the AI industry, provides insight into trends, and identifies future possibilities. The report is an industry slice that combines "temperature and scale," as well as a dynamic map that deconstructs the future, showcasing the global ecosystem of the AI application industry.
The Myriad Aspects of the AI Application Ecosystem
MAU (monthly active user scale) & quarterly growth rate of AI applications in China and overseas in March 2025.
The monthly active user (MAU) scale of overseas AI applications has climbed to 980 million, with a single-quarter growth rate of 15.08%.
The monthly active users (MAU) of AI applications in the Chinese market reached 462 million, continuing the explosive growth trend.
The Singular Opportunity of the AI Application Industry
The all-media data analysis method developed by Xsignal captures emerging trends and hot concepts in the industry through all-media volume and growth rates. It has carefully classified the AI industry, covering multiple fields such as AI large models, generative AI, and infrastructure. It provides data on the TOP50 AI industry "hot concepts" and TOP50 AI application scenarios in both the Chinese and overseas markets across all media.
The Landscape of the AI Application Industry
The global AI application industry has clearly differentiated into 23 major tracks.
On the APP side of the Chinese market, the AI chatbot, AI video creation, AI music, and AI PPT production tracks have grown astonishingly.
On the APP side of the overseas market, AI video creation and AI efficiency improvement exploded in the first quarter.
On the Web side of the Chinese market, AI efficiency improvement exploded in the first quarter, and AI education and learning showed super strong stickiness.
On the Web side of the overseas market, monthly active users overall grew strongly, with visual content (video & image) particularly prominent.
Landscape Aspirations | The AI Application Ecosystem of Leading Companies
The AI Application Ecosystem of Leading Chinese Companies
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Multi-track layout: Many leading companies continue to make efforts in AI application ecosystem strategies, with multi-track layouts, promoting at least one leading AI application, such as Tencent's Yuanbao, Alibaba's Quark, 360's Nano Search, etc.
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ByteDance: ByteDance adopts a comprehensive layout strategy, implementing a global layout, broadly covering popular tracks such as content creation, social interaction, and commercial services, while also focusing on dual-end layout across APP and Web, successfully creating multiple AI applications with tens of millions of active users.
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Zhipu Qingyan：Zhipu QingyanShifted from the 2C market to the 2B and 2G markets, but lacks the voice support of the 2C market, resulting in limited brand awareness.
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Moonshot AI: Moonshot AI'sKimiperforms excellently in long-text processing, but its single-product strategy and lack of ecosystem layout have gradually pushed it out of the first tier.
The AI Application Ecosystem of Leading Overseas Companies
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OpenAI: ChatGPT showed astonishing growth momentum in the first quarter of 2025, with total MAU approaching 400 million, paid users exceeding 20 million, and annualized revenue expected to reach 5 billion US dollars. The release of the GPT-4.5 model improved computational efficiency.
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Google: Google adopts a comprehensive layout strategy, and the Gemini 2.5 model performs impressively, but the MAU of other AI applications has not exceeded 10 million, presenting a situation of "one strong and many weak."
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Microsoft: New Bing's user volume dropped 22.27%, Copilot's performance is weak, cumulative monthly active users across multiple ends are only 80 million, and weekly active users are only 1/5 of ChatGPT's.
OpenAI's Business Appearance
ChatGPT has nearly 400 million users across both ends, showing strong growth momentum. OpenAI's enterprise subscription business has become an important pillar, while the personal subscription business has experienced substantial growth. The API business has grown steadily, and the release of GPT-4.5 has attracted widespread attention.
Quarterly Ranking Collection
Provides quarterly growth star rankings for AI applications on the APP and Web ends in the Chinese and overseas markets. It covers leading applications in multiple tracks such as AI video creation, AI chatbots, and AI education and learning.
The Chinese Color of the Overseas AI Application Industry
Chinese going-global AI applications have demonstrated strong development resilience and innovative vitality in overseas markets. They have formed a highly focused posture in vertical fields such as AI education and learning, AI video editing, and AI image generation. Through the coordinated efforts of three major strategies—technological innovation, precise market strategy, and localized operations—they have broken through international competition barriers.
Conclusion
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