The quarterly report of the Global AI Application Industry is an in-depth analysis of the current status and development trends of the global AI application industry. From multiple dimensions, the monthly active user scale and quarterly growth rate of Chinese and overseas AI applications in March 2025 was first presented, revealing that overseas AI applications are close to 1 billion users and maintaining rapid growth. The Chinese market also showed explosive growth trends. Innovative pioneers such as DeepSeek promoted AI applications to a new stage of popularization. The report further extracts the “hot concept” and “hot scenarios” of the AI industry through all-media data analysis methods, providing industry participants with forward-looking market insights and helping to discover potential business opportunities. In terms of industry structure, global AI applications have been divided into 23 main tracks. Each track has different characteristics in user growth, technological development, market competition, etc. The Chinese market isAI video creation、AI virtual roleThe track has grown significantly, while the overseas market has performed outstandingly in the track of AI video creation and AI efficiency improvement. Help readers understand the development context of the AI application industry, understand trends, and guide directions.
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Editor-in-chief Wuyu
I hope Xsignal’s data can do its best to the development of China’s AI industry. In the spring of 2025, the AI industry is ushering in an unprecedented “big explosion”, and technological breakthroughs promote AI applications to enter a new stage of popularization. “Quote Record·Spring丨Xsignal Global Al Application Industry Quarterly Report | 2025” records the development trajectory of the AI industry, understands trends, and identifies future possibilities. The report is an industry slice that combines “temperature and scale”, and is also a dynamic map for deconstructing the future, showing the global ecosystem of the AI application industry.
The AI application ecosystem is like tens of thousands
MAU (monthly active user scale) & quarterly growth rate in China and overseas AI applications in March 2025.
The scale of monthly active users (MAUs) 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 strange trend of the AI application industry
The all-media data analysis method developed by Xsignal Company captures emerging trends and hot concepts in the industry through all-media sound volume and growth rate. The AI industry has been carefully classified, covering multiple fields such as AI big models, generative AI, infrastructure, etc. It provides data such as the “hot concept” of the TOP50 AI industry, the TOP50 AI application scenarios and other data in the Chinese and overseas markets in the entire media.
The pattern of the AI application industry
The global AI application industry has been clearly divided into 23 major tracks.
On the APP side of the Chinese market, AI chat robots, AI video creation, AI music and AIPPT production tracks have grown amazingly.
On the overseas market APP side, 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 stickiness.
On the overseas market, the overall growth of monthly active users is strong, and visual content (video & image) is particularly prominent.
Landscape and Aizhi|AI Application Economy of Leading Companies
AI application ecosystem of leading Chinese companies
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Multi-track layout: Many leading companies continue to make efforts in the AI application ecosystem strategy, make multi-track layouts, and promote at least one top 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, implements a global layout, and covers popular tracks such as content creation, social interaction, and business services. At the same time, it focuses on the dual-end layout of the APP and Web side, and has successfully created a number of AI applications with tens of millions of active users.
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Wisdom and clear words：Wisdom and clear wordsThe shift from the 2C market to the 2B and 2G markets, but the lack of voice support from the 2C market has led to limited brand awareness.
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The dark side of the moon: The dark side of the moonLikeExcellent in long text processing, but the lack of single product strategy and ecological layout has gradually left it out of the first camp.
AI application ecosystem of leading overseas companies
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Openai: ChatGPT showed an amazing growth trend in the first quarter of 2025, with a total MAU approaching 400 million, and a paid user exceeding 20 million, with annualized revenue reaching US$5 billion. The release of the GPT-4.5 model has improved computing efficiency.
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Google: Google adopts a comprehensive layout strategy, and the Gemini 2.5 model performed well, but the MAUs of other AI applications have not exceeded 10 million, showing a “one super and many weak” situation.
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Microsoft: The number of New Bing users fell by 22.27%, Copilot performed weakly, with the cumulative monthly active users of multiple ends being only 80 million, and the number of weekly active users is only 1/5 of that of ChatGPT.
The management of OpenAI
ChatGPT has nearly 400 million users on both ends, showing strong growth momentum. OpenAI’s enterprise subscription business has become an important pillar, and the personal subscription business has experienced significant growth. The API business has grown steadily, and the release of GPT-4.5 has attracted widespread attention.
Quarterly List
It provides a list of quarterly growth stars for AI applications on the APP and Web side of China and overseas markets. It covers leading applications in multiple tracks such as AI video creation, AI chat robots, AI education and learning.
Chinese color in overseas AI application industry
China’s overseas AI applications have shown strong development resilience and innovative vitality in overseas markets. A highly focused trend has been formed in vertical fields such as AI education and learning, AI video editing, and AI image generation. Through the coordinated efforts of three major strategies of technological innovation, precise market strategy and localized operations, we will break through international competitive barriers.
Conclusion
Xsignal is a data company in the GenAI era, serving consumer goods, mobile Internet, insurance, AI industries and other fields. Using innovative artificial intelligence technology and data technology, we will pioneer the GenAl+Data big model of business research and consulting. It has the only truly multi-source heterogeneous data set in China, and has developed more than 1,000 leading indicators to provide enterprises with profound and unique data insights and real-time insights. Xsignal adheres to the concept of “data justice” outlines the complete picture of the global AI application industry through accurate and fair data analysis. Reports are not only a pile of data, but also a guide to the future of the Stars, helping readers understand the development context of the AI application industry, understand trends, and guide directions.
Get“2025 Global AI Application Industry Quarterly Report” PDF original filescan the code to follow and reply: 20250515
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