The Chinese AIGC application market has developed rapidly. As of the end of November 2024, monthly active users exceeded 100 million. The leading enterprise occupies a dominant position. With the ecological advantage of Douyin, the number of bean buns is 56 million, accounting for half of the market. Baidu Words and Moon's Dark Noodles Kimi smart assistant also performed well, but the overall market competition is fierce, and the real "killer" application has not yet appeared. This article will in -depth analysis of the current status, competitive pattern, and future development trends of the Chinese AIGC application market.
According to the latest data from the research institution QuestMobile, as of the end of November 2024, the monthly active user of AIGC (artificial intelligence generated) in China has exceeded the 100 million mark. Among them, the bean bags of the byte beating are outstanding, and with their strong user base, it monopolizes half of the market. At the same time, the KIMI smart assistant developed by Baidu's words and the dark side of the moon also occupied a place in the market.
With the rapid growth of AIGC applications, the number of users has gradually concentrated on head enterprises. According to data, the number of users in the first half of 2024 has increased significantly, from 27.51 million at the end of June to 56 million in November. Kimi's smart assistant also performed well. Since October, its number of monthly active users has increased rapidly, reaching 22 million in November, surpassing Baidu's text.
It is worth noting that although the market competition is fierce, no AIGC application can truly achieve a breakthrough in killer. Many beginners are facing tremendous pressure on the road of commercialization. Wang Yi, the chief operating officer of the Secret Tower, said that the current market environment forces enterprises to quickly prove its profitability, especially in China, the financing environment faced by startups is more severe.
In terms of traffic, the ecosystems of large factories such as Dou Bao and Wen Xiaoyan provide strong support. Douyin's high user activity allows the bean bag to easily attract users, and the layout of the Baidu App has also benefited Wen Xiaoyan. This makes these head applications occupy obvious advantages in the market.
However, in the context of the fierce competition, some AIGC applications have declined. Taking the Tiangong APP developed by Kunlun Wanwei as an example, the number of monthly active users dropped from 5.6 million at the end of June to 4 million at the end of November, showing that the pressure of the market gradually tilted to the waist and tail.
In general, China's AIGC application market is experiencing rapid development and fierce competition. Although head companies such as bean bags show a strong growth momentum, the entire industry is still waiting for a real super app to appear. In the future, with the cultivation of user habits and further breakthroughs in technology, AIGC applications are expected to usher in new development opportunities.
In summary, the Chinese AIGC market has fierce competition and has obvious advantages in head companies, but it still needs to continue to innovate to be invincible in the future market competition. The breakthrough in AIGC applications in the future may depend on the more accurate grasp of user needs and major technical innovation.