2023-06-06-SensorTower-2023年第一季度应用报告_42页_8mb

Q1 2023 Sensor Tower Store Intelligence Summary

Market Overview

• Global Downloads: Combined App Store and Google Play downloads reached 40 billion, marking a 2.6% YoY decline.
  • App Store downloads fell 3.9% YoY to 32 billion.
  • Google Play maintained 1.3% YoY growth at 30 billion.
• North America: U.S. saw a 9% YoY decline in app downloads, while Canada experienced double-digit growth.

Top Apps

• TikTok maintained its No. 1 position for 11 consecutive quarters with 15.9 billion downloads.
• Shein reached 53 million downloads, climbing to No. 11 globally, but failed to maintain top levels.
• Temu surged in the U.S. with 19.5 million downloads, overtaking Facebook and Shein.
• India drove growth for apps like Instagram (63% market share) amidst regulatory pressures on social apps.

Top Games

• Subway Surfers retained the global leader spot with 61 million downloads.
• Attack Hole, a Hypercasual game, grew 2,833% QoQ with 36.9 million downloads.

Top Publishers

• Meta dominated globally with 646 million downloads.
• Google secured the top spot in the U.S. with 86 million.
• ByteDance and Temu (PDD) led growth in North America, attributed to demand amid economic challenges.

Top Markets

• India led global downloads with 6.4 billion, but saw a 3.6% YoY decline.
• Turkey showed the highest YoY growth at 5%.
• Brazil and Indonesia declined but ranked No. 2 and No. 3 globally.

Key Insights & Trends

1. AI Apps: AI-driven productivity apps saw a 396% QoY revenue increase, with $20 million in Q1 2023.
2. Social Apps: India’s IT Rules led to a 47% YoY decline in social app downloads.
3. Temu: Overtook Amazon as the top marketplace app in the U.S., with 50% market share in Q1 2023.
4. Short Video Apps: TikTok showed slight YoY growth, while alternatives like Josh and Moj struggled.

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