"2025 China AI App Traffic Analysis Report" (PDF file)

China 2025AI"App Traffic Analysis Report" provides an in-depth analysis of China's...AIThe current market situation and development trends of app-like applications. The report points out that...AIThe industry's technologies are still evolving, and technological breakthroughs are key for companies to gain a market advantage. Taking DeepSeek as an example, its number of user devices and usage frequency have increased dramatically in a short period, highlighting the importance of technological capabilities in market share acquisition. Meanwhile, based on user behavior analysis, the report categorizes users into high, medium, and low quality levels, revealing...AIDeep users account for the totalAI30% of users. The report assessed...AIUser governance capabilities of similar apps, including core loyaltypracticalThe percentage of active users and the percentage of unstable customers reflect the differences in user operation and maintenance capabilities among various apps. Regarding user attributes, the report analyzes factors such as age, gender, mobile phone brand, and region, pointing out the differences in user behavior during this round of competition.AIThe program is characterized by its broad appeal across all age groups and gender balance, and its popularity is particularly evident in Jiangsu and Hebei provinces.AIThe proportion of new customers is significantly higher than in other provinces. This report provides...AIIndustry professionals provide valuable market insights and decision support, helping companies better grasp technological development trends and user needs.

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Argument: The technology has not yet converged.

The technology has not yet converged (Part 1)The explosive growth of DeepSeek proves that technological capabilities remain crucial.AIThe core competitiveness of the field.

DeepSeek and Doubao's monthly active users (MAUs) have increased significantly in a short period of time.fastGrowth indicatesartificialintelligentThe industry's technologies have not yet converged, and a leap in technological capabilities can quickly attract user attention and usage, seize market share, highlighting the key role of technological leaps in market dominance.

The technology has not yet converged (Part 2)Without seeing the technological ceiling, it is impossible to say that there are no other paths to technological breakthroughs.

DeepSeek and Doubao have seen astonishing growth in total monthly usage, but their technological ceiling is still not visible and there are risks involved. Companies face many uncertainties in the R&D process, and even if a certain technology route temporarily seizes the market, it may be overturned by other innovative paths.

Indicator ExplanationFor better analysis, we based our analysis on user behavior.AIThe number of days categorizes user quality into three levels.

AIUser Overview: The 30/70 RuleDeep users account for nearly 30% of total users, and all companies benefit from this.AIIncreased market interest.

definitionAIA hardcore user, and analyzes different apps.AIRegarding the percentage of deep users, it was found that when using 20 million user devices as a threshold, among apps with more than 20 million devices...AIThe percentage of hardcore users is generally less than 30%, while this ratio is higher than 30% for apps with fewer than 20 million users, indicating that traffic is more important to them.AIThe impact on the user base of similar apps.

User governance capabilities: Core loyaltypracticalHousehold ratioThe higher this metric is, the more his users favor him.

Introducing core loyaltypracticalDefinition and calculation method of households, analysis of China's households in February-March 2025artificialintelligentCore loyalty of similar appspracticalThe proportion of users who are deeply engaged in deep learning reflects the level of deep learning among various apps.AIThe level of recognition or preference among players reflects market position beyond traffic metrics.

User governance capabilities: Percentage of unstable customer groupsThe lower this indicator is, and the more continuously it decreases, the stronger the customer's operation and maintenance capabilities.

This paper elucidates the definition and calculation method of unstable deep users, and analyzes the situation in China during February-March 2025.artificialintelligentThe proportion of unstable deep users among deep users of similar apps indicates that the lower the percentage and the more continuously it decreases, the stronger the app's customer operation and maintenance capabilities, reflecting the differences in user operation and maintenance capabilities among different apps.

AIAmateur: This roundAIEnlightenmentThis refers to a point-in-time indicator that reflects each new market trend and the ability of each app to attract customers.

Define pure trial new customers and analyze China in February-March 2025.artificialintelligentThe percentage of new customers for similar apps that are purely testing the waters is pointed out in this round.AIcrazeartificialintelligentThe enlightenment and promotion of these apps in China is of great significance, and it also reflects the importance of each app's ability to attract customers and its user operation and maintenance capabilities.

AIEnlightenment: How much can a hit app contribute?DeepSeek's technological breakthroughs have significant implications for China.AIIndustrial development has played an indispensable role.

Taking DeepSeek as an example, this analysis examines its technological breakthroughs in China.AIThe contribution to industry development, based on the distribution of new users who are merely testing the waters across different apps, demonstrates DeepSeek's impact on user behavior and its role in...AIIts role in enlightenment.

AIEnlightenment: Similar situations have occurred in other apps as well.Before the technology has converged, a technological breakthrough can thwart the commercialization efforts of competitors.

Further analysis of the impact of technological breakthroughs on competitors' commercialization efforts, using apps like Doubao and Tencent Yuanbao as examples, illustrates that even before technological convergence, technological breakthroughs can thwart competitors' commercialization efforts, validating the impact of technological capabilities on...artificialintelligentThe disruptive effect on the industrial landscape.

Other impacts: Comparison of user attributes

Age: This roundAIPopularization is a phenomenal event:AINo longer just for young people, technological breakthroughs are enabling all age groups to actively engage with the field.artificialintelligent.

Analyzing users of different age groupsAIThe percentage of similar apps indicates the current round of...AIPopularizationAIThis will allow the industry to penetrate more deeply into all age groups across society, which is beneficial for its development. However, it was also noted that the proportion of younger customers among new customers has decreased significantly.

Gender: Indirect evidence that DeepSeek still has room for growthDeepSeek's new user traffic shows a slightly worsening imbalance in gender attributes.

The study found that DeepSeek's new user demographics exhibit a slightly worsening gender imbalance, unlike other apps where the gender of new users is more evenly distributed. This could be due to its greater appeal to tech-savvy men, but this is only weak evidence, suggesting that DeepSeek may have room for improvement in user attraction.

Mobile phone brands: Significant differencesThere are significant differences between the platforms; for Xiaomi users, the most direct experience is...AISimilar to other apps, this leads to higher usage rates.

Analysis of users of different mobile phone brandsAIThe analysis of app distribution across similar apps reveals that Xiaomi users exhibit a relatively large proportion of core customers on DeepSeek, Yuanbao, and Kimi apps, while the proportion of new customers is decreasing significantly. For Doubao, the most noticeable change is among Apple phone users, suggesting that Xiaomi users are increasingly...AIThe usage behavior of similar apps is higher.

Regions: Jiangsu and Hebei are areas worth paying attention to.In Jiangsu and Hebei, the proportion of core new customers is significantly higher than that of core customers.

Comparing user group filtering revealed that Jiangsu and Hebei provinces had a significantly higher proportion of new core customers than their core customer base, with Jiangsu exhibiting the largest difference across multiple apps. Analysis of Jiangsu users'...AIThe attitude of similar apps shows "practicalThe characteristics of "guidance-oriented and scenario-driven" and the impact of policy support and industrial transformation needsAIThe accelerating effect of technology dissemination.