In July, head AI application access overseas showed growth bottlenecks, although domestic head AI application access can still achieve high growth due to low base. Specifically, in terms of text applications, most overseas chatbot and virtual character applications have varying degrees of year-on-year decline in access; in terms of per capita usage time, virtual character and productivity tool applications perform well. In terms of multimodal applications, image application access increased slightly year-on-year, while video application failed to continue high growth last month, with a 2.26% year-on-year decline. Several video generation models announced full opening, pay attention to the subsequent performance of relevant applications. Recommended: Kunlun Tech (300418.SZ).
Zhixin Finance learnt that, according to a research report from Pacific Securities, head AI application access overseas showed growth bottlenecks in July, although domestic head AI application access can still achieve high growth due to low base. Specifically, in terms of text applications, most overseas chatbot and virtual character applications have varying degrees of year-on-year decline in access; in terms of per capita usage time, virtual character and productivity tool applications perform well. In terms of multimodal applications, image application access increased slightly year-on-year, while video application failed to continue high growth last month, with a 2.26% year-on-year decline. Several video generation models announced full opening, pay attention to the subsequent performance of relevant applications. Recommended: Kunlun Tech (300418.SZ).
The main points of Pacific Securities are as follows:
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AI Product List announced the access volume and growth rate data of AI products in July. The performance of head AI applications overseas was flat, and the access volume of some applications showed a year-on-year decline. Among them, the access volume of the world's No. 1 application ChatGPT decreased by 14.81% year-on-year, mainly due to the release of the mixed multimodal model GPT-4o.
After a significant increase in access volume in May and June, there have been no major updates to support high access volume. At the same time, due to the limited combination of technology and application scenarios, the access volume of Google Chatbot Gemini and search engine Perplexity has declined for two consecutive months. After a growth slump in June, domestic head applications rebounded in July, with 360AI search, Baidu search AI smart answer, and Douyin Bean ranking third, fifth, and eleventh in global access volume growth rate.
In terms of text applications, multiple chatbot access volumes have declined. The total access volume of the top 100 chatbot applications in the world was 2.929 billion, a year-on-year decrease of 15.28%. At the same time, the access volume of multiple virtual characters showed a clear year-on-year decline of over 30%. The total access volume of the top 100 virtual character applications in the world was 0.347 billion, a year-on-year decrease of 28.85%; while their per capita usage time continued to perform well, seven applications entered the top 30 in per capita usage time worldwide. In addition, AI applications that improve user efficiency and productivity, such as schedule management tools, code or email assistants, ranked high on per capita usage time, with five out of six applications with per capita usage time exceeding 20 minutes.
In terms of text applications, multiple chatbot and virtual character applications showed year-on-year decline in access volume in most countries. In terms of per capita usage time, virtual character and productivity tool applications perform well. In terms of multimodal applications, image application access increased slightly year-on-year, while video application failed to continue high growth last month, with a 2.26% year-on-year decline. Several video generation models announced full opening, pay attention to the subsequent performance of relevant applications. Recommended: Kunlun Tech (300418.SZ).
In terms of multimodal applications, the total access volume of image applications among the top 100 applications worldwide in July reached 0.941 billion, a year-on-year increase of 8.30%. The access volume of video applications failed to continue the trend of a significant year-on-year increase of 60.54% in June, falling slightly to 97.33 million in July, a year-on-year decrease of 2.26%. There were two video applications in the domestic top 50 access volume ranking, among which Kuaishou Ke Ling announced full opening on July 24, launched global membership services on July 30, and achieved significant growth in access volume, with 1.4 million domestic access volume, a year-on-year increase of 72.34%, and 2.28 million overseas access volume, a year-on-year increase of 281.43%.
In terms of multimodal applications, the total access volume of image applications among the top 100 applications worldwide in July reached 0.941 billion, a year-on-year increase of 8.30%. The access volume of video applications failed to continue the trend of a significant year-on-year increase of 60.54% in June, falling slightly to 97.33 million in July, a year-on-year decrease of 2.26%. There were two video applications in the domestic top 50 access volume ranking, among which Kuaishou Ke Ling announced full opening on July 24, launched global membership services on July 30, and achieved significant growth in access volume, with 1.4 million domestic access volume, a year-on-year increase of 72.34%, and 2.28 million overseas access volume, a year-on-year increase of 281.43%.
Risk reminder: the risk of AI technology development falling short of expectations, policy and regulatory risks, and intensified industry competition.