According to PandoraTech News, generative AI is poised for a second surge in the first half of 2025. The latest data from Sensor Tower shows that global downloads of generative AI applications are approaching 1.7 billion, a 67% increase compared to the second half of 2024. In-app purchase (IAP) revenue has doubled to $1.9 billion, marking the fastest growth since ChatGPT ignited the market.

Regional market performance:

• Asia: Downloads surged by 80%, exceeding 600 million in six months, and revenue surpassed $300 million.
• Latin America: Revenue grew by 147%, exceeding $100 million.
• Europe: Growth of 121%, revenue of $500 million.
• Middle East: Growth of 131%, but revenue of less than $100 million.
• North America: Growth of 74%, revenue of $762 million, still the core of global revenue.

Regarding the competitive landscape:

• ChatGPT: With over 200 million downloads and a 63% share of global revenue, it is the market leader in North America, Europe, Asia, Latin America, and the Middle East, with the exception of mainland China.
• Google Gemini: Approximately 130 million downloads, ranking second.
• DeepSeek: It has risen rapidly in Asia, the Middle East and Africa, and its downloads once surpassed most of its competitors, but its global revenue and active users still lag behind.
• Meta AI and Grok: Despite their market presence, they have not yet shaken the leading position.

The report also points out that ChatGPT has about twice the monthly active users of Adobe Acrobat Reader and Google Gemini, and even if Adobe and Google promote AI through product integration, it will be difficult to shake its dominant position.

Overall, the generative AI market has entered its "second growth phase," with emerging markets experiencing rapid growth, but ChatGPT still maintains its dominant position globally.

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This data reflects that generative AI has moved from conceptual hype to large-scale user applications. While emerging players like DeepSeek are rapidly expanding in Asia thanks to low costs and high efficiency, OpenAI, relying on its brand, technology, and ecosystem advantages, still maintains its dominant position in global revenue and user numbers. Future competition will focus on penetration rates in emerging markets and revenue monetization models, and OpenAI's challenge lies in how to solidify its existing advantages and expand into limited markets such as mainland China.

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