ChatGPT 消费者 AI 助手市场份额首次跌破 50%

ChatGPT's consumer AI assistant market share falls below 50% for the very first time as users are migrating between different AI tools, even while leading with 1.1B monthly users.

Sensor Tower puts ChatGPT at 46.4%, with Gemini at 27.7% and Claude at 10.3%.

Gemini is gaining from Google’s distribution across search, Android, Gmail, and Workspace.

Claude is gaining in work use, with a reported 13% subscription conversion rate.

The market is still expanding, with 2.3B projected AI app downloads, $4.2B in spending, and 36B hours of use.

Overall, growth is cooling, so the fight is shifting toward retention, paid conversion, ads, commerce, and daily workflow placement.