China's AI Applications: Independent AI Declines, Integrates into Super Apps

Wallstreetcn
2025.08.13 23:50
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Goldman Sachs statistics show that in July, the total user duration of independent AI chatbot applications (such as Doubao and DeepSeek) decreased by 6% month-on-month. This may not be due to a decline in user interest, but rather because AI functions have been more deeply integrated into super apps. For example, the monthly active users of AI search within Douyin have exceeded 210 million, and Alibaba has also launched Gaode native map 2025. This integration provides a more seamless user experience

Goldman Sachs statistics show that in July, the total user duration of independent AI chatbot applications (such as Doubao and DeepSeek) decreased by 6% month-on-month. This may not be due to a decline in user interest, but rather because AI functions have been more deeply integrated into super applications. For example, the monthly active users of AI search within Douyin have exceeded 210 million, and Alibaba has also launched the native Gaode Map 2025, which provides a more seamless user experience.

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