<p>根据市场情报公司 Sensor Tower 发布的年度《移动状态》报告，2025 年消费者在非游戏移动应用上的支出首次超过了游戏支出。虽然这一里程碑在某些市场（如美国）或特定季度中曾出现，但 2025 年标志着这一现象在全球范围内的首次发生。全球消费者去年在应用上的支出约为 850 亿美元，同比增长 21%。这一数字也几乎是五年前支出的 2.8 倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.01-PM.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.01-PM.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> Sensor Tower</p>
<p>生成性人工智能作为过去一年中的一个重要趋势，推动了收入增长，因为这一类别的应用内购买收入在 2025 年超过了 50 亿美元，增长了三倍多。AI 应用的下载量也在增长，年同比翻了一番，达到了 38 亿次。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.33.06-PM.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.33.06-PM.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> Sensor Tower</p>
<p>该领域的增长可以归因于多个因素。首先，消费者对 AI 助手的热情是一个重要驱动因素，下载量前十的应用均为 AI 助手。这个群体的领头羊是 OpenAI 的 ChatGPT、Google Gemini 和 DeepSeek。仅 ChatGPT 就创造了 34 亿美元的全球应用内购买（IAP）收入——这一数字我们在去年底进行了报道。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.10-PM.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.10-PM.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> Sensor Tower</p>
<p>在 2025 年，消费者在生成性 AI 应用上花费了 480 亿小时，是 2024 年总时间的 3.6 倍，也是 2023 年水平的 10 倍。会话量，即用户打开和使用应用的次数，在 2025 年超过了一万亿次。值得注意的是，这一数字的增长速度超过了下载量，表明现有用户的参与度加深的速度超过了应用新增用户的速度。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.36.58-PM.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.36.58-PM.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> Sensor Tower</p>
<p>推动 AI 应用收入和采用的另一个因素是，谷歌、微软和 X 等大型科技公司正在大力投资其 AI 助手，以挑战 ChatGPT。在过去一年中，他们以快速的速度推出了新功能，在编码辅助、内容生成、推理、任务执行、准确性等领域取得了进展。报告特别提到在图像和视频生成方面的改进，例如 ChatGPT 在 3 月发布的 GPT-4o 图像生成模型，以及谷歌的 Nano Banana。</p>
<p>在顶级 AI 出版商中，OpenAI 和 DeepSeek 占全球下载量的近 50%，而 2024 年这一比例为 21%。与此同时，大型科技出版商在同一时期的市场份额从 14% 增长到近 30%，挤压了早期的 ChatGPT 竞争对手，如 Nova、Codeway 和 Chat Smith。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.39-PM.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.39-PM.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> Sensor Tower</p>
<p>报告还强调了移动设备在连接用户与生成性 AI 服务中的作用。Sensor Tower 估计，到年底，美国 AI 助手的总受众超过 2 亿，其中超过一半（1.1 亿）仅通过移动设备访问助手。作为对比，2024 年仅有约 1300 万用户是移动专用。</p>
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<p>除了助手，其他受欢迎的 AI 应用还包括 AI 音乐生成应用 Suno；字节跳动的文本转视频应用 Jimeng AI；以及 AI 伴侣应用如 Character.ai 和 PolyBuzz。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.56-PM.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.56-PM.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> Sensor Tower</p>
<p>然而，Sensor Tower 发现，AI 并不是去年唯一的收入驱动因素。报告指出，社交媒体、视频流媒体和生产力等类别的其他应用也推动了增长。例如，消费者在社交媒体应用上的平均每日使用时间为 90 分钟，总计近 25 万亿小时，同比增长 5%。</p>

OpenAI

<p>在 2025 年，全球消费者在非游戏移动应用上的支出首次超过了游戏，达到了约 850 亿美元，比前一年增长了 21%。这一增长主要得益于生成式人工智能应用的普及，这些应用的内购收入超过了 50 亿美元，下载量翻了一番，达到了 38 亿次。主要科技公司在人工智能助手上进行了大量投资，其中 OpenAI 的 ChatGPT 在市场中处于领先地位。总体而言，移动设备在将用户与人工智能服务连接方面发挥了关键作用，美国有超过 2 亿用户使用人工智能应用</p>

<p>In 2025, consumers spent more money on non-game mobile apps than they did on games for the first time, according to the findings from market intelligence firm Sensor Tower’s annual “State of Mobile” report. While this milestone had been seen in particular markets, like the U.S., or during certain quarters, 2025 marked the first time it occurred globally. Worldwide, consumers spent approximately $85 billion on apps last year, representing a 21% year-over-year increase. The figure was also nearly 2.8x the amount spent just five years ago.</p>
<div class="lb-trans"><p>根据市场情报公司 Sensor Tower 发布的年度《移动状态》报告，2025 年消费者在非游戏移动应用上的支出首次超过了游戏支出。虽然这一里程碑在某些市场（如美国）或特定季度中曾出现，但 2025 年标志着这一现象在全球范围内的首次发生。全球消费者去年在应用上的支出约为 850 亿美元，同比增长 21%。这一数字也几乎是五年前支出的 2.8 倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.01-PM.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.01-PM.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Sensor Tower</p>
<div class="lb-trans"><p><strong>图片来源：</strong> Sensor Tower</p>
</div><p>Generative AI, a defining trend over the past year, led the revenue growth, as in-app purchase revenue in this category more than tripled to top $5 billion in 2025. Downloads of AI apps also grew, doubling year-over-year to reach 3.8 billion.</p>
<div class="lb-trans"><p>生成性人工智能作为过去一年中的一个重要趋势，推动了收入增长，因为这一类别的应用内购买收入在 2025 年超过了 50 亿美元，增长了三倍多。AI 应用的下载量也在增长，年同比翻了一番，达到了 38 亿次。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.33.06-PM.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.33.06-PM.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Sensor Tower</p>
<div class="lb-trans"><p><strong>图片来源：</strong> Sensor Tower</p>
</div><p>The segment’s growth can be attributed to several factors. For one, the popularity of AI assistants among consumers was a large driver, with all of the top 10 apps by downloads being AI assistants. This group was led by OpenAI’s ChatGPT, Google Gemini, and DeepSeek. ChatGPT alone generated $3.4 billion in global in-app purchase (IAP) revenue — a figure that we reported on late last year.</p>
<div class="lb-trans"><p>该领域的增长可以归因于多个因素。首先，消费者对 AI 助手的热情是一个重要驱动因素，下载量前十的应用均为 AI 助手。这个群体的领头羊是 OpenAI 的 ChatGPT、Google Gemini 和 DeepSeek。仅 ChatGPT 就创造了 34 亿美元的全球应用内购买（IAP）收入——这一数字我们在去年底进行了报道。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.10-PM.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.10-PM.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Sensor Tower</p>
<div class="lb-trans"><p><strong>图片来源：</strong> Sensor Tower</p>
</div><p>In 2025, consumers spent 48 billion hours in generative AI apps, or 3.6x the total time spent in 2024 and 10x the level seen in 2023. Session volume, meaning the number of times users opened and used an app, topped one trillion in 2025. Of note, this figure was growing faster than downloads, suggesting that existing users were deepening their engagement faster than the apps were adding new users.</p>
<div class="lb-trans"><p>在 2025 年，消费者在生成性 AI 应用上花费了 480 亿小时，是 2024 年总时间的 3.6 倍，也是 2023 年水平的 10 倍。会话量，即用户打开和使用应用的次数，在 2025 年超过了一万亿次。值得注意的是，这一数字的增长速度超过了下载量，表明现有用户的参与度加深的速度超过了应用新增用户的速度。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.36.58-PM.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.36.58-PM.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Sensor Tower</p>
<div class="lb-trans"><p><strong>图片来源：</strong> Sensor Tower</p>
</div><p>Another factor driving AI app revenue and adoption is that big tech companies like Google, Microsoft, and X have been heavily investing in their AI assistants to challenge ChatGPT. Over the past year, they’ve been rolling out new capabilities at a rapid pace, improving in areas like coding assistance, content generation, reasoning, task execution, accuracy, and more. The report specifically called out improvements in image and video generation, like ChatGPT’s GPT-4o image generation model released in March, and Google’s Nano Banana.</p>
<div class="lb-trans"><p>推动 AI 应用收入和采用的另一个因素是，谷歌、微软和 X 等大型科技公司正在大力投资其 AI 助手，以挑战 ChatGPT。在过去一年中，他们以快速的速度推出了新功能，在编码辅助、内容生成、推理、任务执行、准确性等领域取得了进展。报告特别提到在图像和视频生成方面的改进，例如 ChatGPT 在 3 月发布的 GPT-4o 图像生成模型，以及谷歌的 Nano Banana。</p>
</div><p>Among the top AI publishers, OpenAI and DeepSeek accounted for nearly 50% of global downloads, up from 21% in 2024. Meanwhile, big tech publishers grew their share of the market from 14% to nearly 30% during this same time, crowding out earlier ChatGPT competitors like Nova, Codeway, and Chat Smith.</p>
<div class="lb-trans"><p>在顶级 AI 出版商中，OpenAI 和 DeepSeek 占全球下载量的近 50%，而 2024 年这一比例为 21%。与此同时，大型科技出版商在同一时期的市场份额从 14% 增长到近 30%，挤压了早期的 ChatGPT 竞争对手，如 Nova、Codeway 和 Chat Smith。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.39-PM.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.37.39-PM.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Sensor Tower</p>
<div class="lb-trans"><p><strong>图片来源：</strong> Sensor Tower</p>
</div><p>The report also highlighted the role that mobile plays in connecting users to generative AI services. Sensor Tower estimates that the total audience for AI assistants topped 200 million in the U.S. by year-end, and more than half (110M) were accessing the assistants exclusively on mobile devices. In 2024, for comparison, only around 13 million users were mobile-only.</p>
<div class="lb-trans"><p>报告还强调了移动设备在连接用户与生成性 AI 服务中的作用。Sensor Tower 估计，到年底，美国 AI 助手的总受众超过 2 亿，其中超过一半（1.1 亿）仅通过移动设备访问助手。作为对比，2024 年仅有约 1300 万用户是移动专用。</p>
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</div><p>Beyond assistants, other popular AI apps included the AI music generation app Suno; ByteDance’s text-to-video app, Jimeng AI; and AI companion apps like Character.ai and PolyBuzz.</p>
<div class="lb-trans"><p>除了助手，其他受欢迎的 AI 应用还包括 AI 音乐生成应用 Suno；字节跳动的文本转视频应用 Jimeng AI；以及 AI 伴侣应用如 Character.ai 和 PolyBuzz。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.56-PM.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2026/01/Sensor-Tower-State-of-Mobile-2026-2.31.56-PM.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Sensor Tower</p>
<div class="lb-trans"><p><strong>图片来源：</strong> Sensor Tower</p>
</div><p>However, AI wasn’t the only revenue driver last year, Sensor Tower found. Other apps, including those in categories like social media, video streaming, and productivity, also helped fuel the growth, the report noted. For instance, consumers spent an average of 90 minutes per day on social media apps, totaling nearly 2.5 trillion hours, up 5% year-over-year.</p>
<div class="lb-trans"><p>然而，Sensor Tower 发现，AI 并不是去年唯一的收入驱动因素。报告指出，社交媒体、视频流媒体和生产力等类别的其他应用也推动了增长。例如，消费者在社交媒体应用上的平均每日使用时间为 90 分钟，总计近 25 万亿小时，同比增长 5%。</p>
</div>

由于 AI 应用的普及，2025 年消费者在移动应用上的支出超过了游戏