AI Application Market Stabilizes: 50% Traffic Increase in Six Months, 14 Million Becomes Key Threshold

Artificial intelligence applications are experiencing significant performance improvements.

Since the beginning of this year, the overall traffic in the AI industry has grown significantly. The daily average traffic has increased from 100 million in February to 150-160 million, a growth of 50%. However, OpenAI alone accounts for 60% of the total AI industry traffic, and its advantage is still expanding.

The reshuffling speed of AI products has noticeably slowed down. Comparing the Top 50 rankings in January and July this year, only 9 products fell off the list.

AI search has become the biggest winner in the AI application track this year. In July, the number of AI search products on the list doubled to 8, with 5 products squeezing into the top 20 in AI product traffic.

As the opportunity for AI companions has been temporarily disproven, the entrepreneurial opportunities for AI chat products are shifting from C-end to B-end.

This year, Suno and Luma.AI emerged as breakthrough products in the AI music and AI video markets respectively, bringing a large number of new users to their respective fields.

The traffic structure of the AI image track is extremely dispersed, with long-tail products accounting for over 50% of the traffic. This is in stark contrast to the trend of traffic concentration in most AI tracks.

Monthly visits of 14 million may become an important threshold for AI products.

Through reviewing the traffic of AI products in the first half of this year, we have drawn the following six conclusions:

  1. OpenAI accounts for 60% of AI industry traffic, and its advantage is still expanding. From January to July, OpenAI's share of traffic in the entire AI industry rose from 55% to 65%.

  2. AI search is coming on strong, while traditional search is slightly declining. In July, the number of AI search products in the AI product traffic TOP100 doubled to 8. Among them, 5 products squeezed into the top 20 in AI product traffic.

  3. AI chat is moving from C-end to B-end. AI chat products have reached the stage of expanding from C-end to B-end, applying AI role-playing services enhanced with large models and multi-modality to marketing and e-commerce products.

  4. Breakthrough products have emerged in AI music/video. Suno has risen rapidly in the AI music field, while Luma.AI has attracted attention in the AI video field.

  5. The long-tail effect is evident in the AI image track. The traffic structure of the AI image track is extremely dispersed, with long-tail products accounting for over 50% of the traffic.

  6. An AI product traffic threshold is emerging. Monthly visits of 14 million may become an important threshold for AI products.

Through these changes in product traffic, we can better understand the current development trends of the AI industry. AI applications are rapidly penetrating various fields, but the market landscape is still constantly changing. In the future, competition among AI products may become more intense, with product differentiation and user experience becoming key factors.