SensorTower2025年度全球移动市场状况报告全球消费者移动应用支出达1500亿美元英文版95页_20mb

State of Mobile 2025 Summary

Core Content Overview

The State of Mobile 2025 report highlights key trends and insights from the mobile industry in 2024, focusing on app downloads, in-app purchase (IAP) revenue, time spent on apps, and the growing role of AI in mobile applications.

Key Takeaways

1. AI is Everywhere on Mobile

• AI apps continued to grow rapidly in 2024.
• AI use cases expanded across various verticals, including productivity, finance, and entertainment.
• AI Chatbot apps like ChatGPT saw over 200% YoY growth, becoming a major subgenre.
• AI Chatbots led in both downloads and IAP revenue growth in 2024, with 119% YoY growth in Q4.

2. Mobile Gaming Bounces Back

• In-app purchase revenue for gaming increased 4% YoY.
• Strategy, Puzzle, and Action games were key drivers of growth.
• Four new games joined the billion-dollar club in 2024: Last War, Whiteout Survival, Dungeon & Fighter, and Brawl Stars.

3. Consumer Spend in Non-Games Soars

• IAP revenue outside of gaming grew 25% YoY, reaching $150 billion globally.
• Entertainment, Productivity, and Photo & Video categories led the growth.
• WeTV became the first non-game app to surpass $1 billion in IAP revenue in 2024.

4. Going Global: Competition Spans Across Regions

• Retail is a key area of global competition, with Chinese-backed apps like Temu and SHEIN expanding their presence.
• Only 21-22% of downloads and consumer spend came from domestic publishers, showing the global reach of mobile apps.

5. Crypto Apps Booming Again

• Improved macroeconomic conditions and higher Bitcoin prices led to a resurgence in crypto apps.

6. Streaming and Social Media Dominate Non-Game Revenue

• Film & Television Streaming and Social Media were the top revenue-generating subgenres in non-games.
• TikTok dominated the social media sector, accounting for over 70% of consumer spend.
• Social Media apps saw 6% YoY growth in time spent, with 6.6 billion hours per day.

Market Insights

New App Downloads

• 136 billion apps were downloaded in 2024.
• 258,000 apps were downloaded per minute on iOS and Google Play.

IAP Revenue

• $150 billion in IAP revenue in 2024, up 12.5% YoY.
• $285,000 was spent per minute on average.

Time Spent on Mobile Apps

• 4.2 trillion hours were spent on mobile apps in 2024.
• Over 500 hours per person on Earth were spent on mobile apps.

User Behavior and Demographics

Average Time Spent per User

• 3.5 hours per day on average.
• >13 minutes per waking hour was spent on mobile apps.

Apps Used per User

• 26 apps per month were used on average.
• 7 unique apps per day were used.

Age and Gender Trends

• Gen Z (18-24) embraced user-generated content, with apps like Spotify, Instagram, Discord, and Snapchat being popular.
• Women dominated Graphics & Design, Shopping, and Books categories.
• Men were more prevalent in Sports, Finance, Travel, and Business.

AI and Mobile App Growth

AI App Downloads

• Apps mentioning AI, GPT, or OpenAI reached 17 billion downloads in 2024.
• India, the United States, China Mainland, Indonesia, and Brazil were key markets for AI app downloads.

AI Adoption in App Categories

• AI-related terms in app names and descriptions more than doubled in 2023 compared to 2022.
• 15 categories had at least 100 apps adding AI-related terms over the past two years.
• Productivity, Photo & Video, and Education were expected categories, while Lifestyle, Finance, Music, and Shopping also saw AI integration.

Top Publishers and Apps

• Top publishers include L'ORÉAL, Google, EA, European Commission, Disney, petco, HERSHEY, amazon, ROVIO, DOORDASH, Walmart, Microsoft, SEGA, dyson, Meta, OUTFiT7, Gett, Alibaba, POPEYE, and Tencent.
• Top apps for 2024 included YouTube, Spotify, Instagram, Amazon, Facebook, WhatsApp, Messenger, Discord, Reddit, and TikTok.

Tools and Resources

• Sensor Tower provides insights into app downloads, IAP revenue, and time spent.
• AppIQ is a new tool introduced to simplify app classification.
• Digital Market Index reports are published quarterly and cover mobile, digital advertising, and retail media trends.

Summary of Growth and Trends

Conclusion

The mobile industry in 2024 is characterized by a maturing market with slower growth in downloads but rapid revenue growth, especially in non-gaming categories. AI has become a significant force, driving innovation and engagement, while global competition continues to shape the market. Social media and streaming remain dominant in terms of user engagement and revenue, and consumer spending is increasingly shifting towards non-gaming apps.