글로벌 마켓 인텔리전스 기업 센서타워(Sensor Tower)가 ‘2024년 AI 앱 시장 인사이트’ 리포트를 발표했다고 30일 밝혔다.
▲Sensor Tower 2024 AI App Market Insights / (Image: Sensor Tower)
Sensor Tower Releases '2024 AI App Market Insights' Report
Global market intelligence company Sensor Tower announced on the 30th that it has published the '2024 AI App Market Insights' report.
Sensor Tower forecasts that from January to August 2024, global AI app downloads will reach $2.2 billion (about 3 trillion won), up 26% year-on-year, and that annual downloads in 2024 will exceed 3.3 billion.
In addition, the in-app purchase revenue of AI apps has grown significantly, reaching $2 billion from January to August 2024, up 51% year-on-year. This was mainly due to the continued growth of major AI apps such as 'Chat GPT'. Annual revenue in 2024 is expected to reach $3.3 billion (approximately KRW 4.5 trillion).
Looking at the market share of global AI app downloads, India is expected to emerge as the largest AI app download market in 2024, accounting for 21% of total downloads, while Central and South America, Europe, and Southeast Asia will account for 20%, 15%, and 14% of downloads, respectively.
North America and Europe remained the leading markets for AI app monetization, accounting for 47% and 21% of total revenue from January to August 2024. Among them, the North American market is the most profitable AI app market in the world, with a revenue share of 47%.
Among AI apps around the world, 'ChatGPT' was the most downloaded, proving its market dominance in the AI field. 'Remini', 'Photoroom AI Photo Editor', and 'Google Gemini' followed.
From January to August 2024, the number of AI+Chatbot app downloads exceeded 630 million, exceeding the number of downloads in the entire year of 2023. The revenue from January to August 2024 has already reached $580 million, which is 1.5 times the revenue earned in the entire year of 2023. 'ChatGPT' ranked first in the AI+Chatbot app revenue ranking, download ranking, and active user ranking.
After the launch of GPT-4o, the revenue of 'ChatGPT' in May 2024 increased by 43% year-on-year, and in August 2024, the revenue exceeded 45 million dollars, the highest ever. The cumulative revenue of 'ChatGPT' exceeded 270 million dollars. In terms of the number of active users, the number of monthly active users of 'ChatGPT' continued to increase, becoming the AI app with the largest number of active users in the world.
As AI technology develops and matures, image video apps have led the AI convergence and renaming trend, along with the rise and popularity of image/video generation AI, and AI+image video apps have become the most profitable AI segment.
From January to August 2024, in-app purchase revenue from mobile AI+image video apps reached nearly $1.1 billion, accounting for 53% of the total revenue of the mobile AI app market. 'Remini' monopolized the top spot in AI+image video app revenue rankings, download rankings, and active user rankings.
In July 2023, 'Remini' gained explosive popularity on social platforms such as 'Instagram', 'Thread', and 'TikTok', and its global downloads and revenue skyrocketed to 26 million and $23 million, respectively. In May 2024, 'Remini' reached its peak again with the launch of the AI Clay Filter. 'Remini's' cumulative global downloads reached 450 million, and its in-app purchase revenue exceeded $200 million. India accounted for 36% of downloads, and the United States accounted for 43% of revenue.
Meanwhile, this report includes trends in the number of AI app downloads and revenue in 2024, as well as the number of downloads and revenue by various markets, the download rankings of major AI apps, and the performance of top apps among AI+chatbot and AI+image video apps.