Event Review | Global AI App Downloads Reach 350 Million, with Rich Traffic Potential in India, South America, and Southeast Asia
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On November 7th, the "AI+New Forces in Going Global" series salon, co-hosted by Cyberklick and Google, was successfully held in Shenzhen. During the event, the founding teams of extraordinary industrial research, HIX.AI, Shulex, and AiPPT attended in person to discuss new opportunities for AI companies in the global wave of expansion and share experiences in commercialization.
From single applications like image and speech recognition to multimodal content production and AI-assisted living, AI technology has shown unprecedented development potential. According to a report from Extraordinary Industrial Research, global AI app downloads have reached 350 million, and global AI web traffic has hit 9.653 billion visits. In the top 100 AI web traffic rankings for overseas markets, AI products related to video editing, video generation, and image editing dominate the top spots, with many of these products developed in China.
Wu Wei, partner at Extraordinary Capital, observed, “The scalable AI application market has mainly validated product-market fit (PMF) in education, companionship, and visual fields. Additionally, object recognition and AI consumer hardware present significant opportunities. Also, apps are more effective at reaching users than websites, though customer acquisition and retention costs are higher. For AI apps going global, 'one-person' teams often deliver results faster, and competition mainly comes from large companies.”
01 Global Market New Opportunities: Regional Exploration & Custom Solutions
From the perspective of global AI application traffic, the leading markets show four main tiers:
India’s overall traffic leads and continues to rise; although the U.S. remains the largest traffic source, its growth rate has slowed.
Indonesia, Brazil, and the Philippines form the second tier, with significant traffic growth since Q2 of this year.
Mexico, Germany, and the UK belong to the third tier, with stable traffic showing moderate growth.
Overall, India, South America, and Southeast Asia contain rich traffic potential.
Global predictions indicate strong demand for AI technologies and applications. Over the past year, AI-related search volume has continued to rise, with opportunities primarily in user-level AI productivity tools (e.g., ChatGPT) and SaaS-based empowerment tools for enterprise clients (e.g., Assistant, coding tools). Google’s international growth advisor, Eve Liu, shared a systematic approach to AI tool advertising strategies, dividing the promotion of AI tools into three phases: launch, growth, and stabilization.
In the launch phase, focus on landing page exposure and registration volume, accumulating seed users through free trials, and optimizing accounts.
During the growth phase, concentrate on user conversion and paid registrations, using metrics like conversion rate and CPA to assess market fit.
In the stabilization phase, prioritize the long-term value of paying users and calculate customer lifetime value (LTV) based on user data. When TROAS (target return on ad spend) is below 1 or TCPA (target cost per acquisition) is lower than LTV, reassess user growth or maintain existing status.
02 Marketing Growth Strategy: Marketing Model Across Time
Global AI expansion is a gradual process driven by a timeline, with a phased, refined marketing strategy at each stage. Specifically, from the seed phase of market exploration to initial penetration, and finally, to solid expansion in later stages, companies must deepen their understanding of international target markets, ensuring steady progress at each step. Al Biao, CEO of HIX.AI, shared the staged growth strategy for AI applications.
Seed Phase: Conduct interviews and research to understand target users' core needs, select product formats (Web, app, etc.) based on user habits and platform characteristics, and clarify the product's core selling points.
Early Phase: Use influencer marketing and advertising to increase brand awareness, combining these with optimized traffic acquisition strategies. Leverage social circles for viral marketing.
Mid Phase: Focus on ongoing promotion with SEO strategies and integrating gamified, engaging content to enhance user experience.
Late Phase: Collaborate with industry peers (e.g., banner ad exchanges, EDM swaps) to complement each other’s strengths and resources.
03 Efficient Commercialization: From Product Positioning to Product Validation
For AI products going global, companies need comprehensive and deep planning in market positioning, product growth and incubation, and marketing strategies. At the event, CEO of Intelick, a subsidiary of eclicktech, Zhu He, emphasized that in product growth and incubation, AI products must have precise market positioning and effective growth strategies, using market demand insights, optimizing SEO and CRO strategies, and validating market assumptions through user feedback and advertising to improve competitiveness and market share for sustainable international expansion.
In terms of methods and strategies, Zhu He highlighted the importance of understanding consumer and prosumer needs, keeping up with Generation Alpha demands, and ensuring differentiation and positioning before launching. For PMF and PSF, he suggested finding PSF first, confirming whether the product offers effective solutions to customer challenges before confirming PMF.
During the roundtable discussion, attendees shared their views on the “Breakthroughs and Challenges of AI Product Globalization.” Al Biao, CEO of HIX.AI, pointed out that for AI products, marketing barriers are just as important as technical barriers. Gao Boyuan, partner at VOC.AI, noted that for B2B AI products, co-creation with users, feedback loops, and iterative product adjustments based on research are essential. These insights highlight the importance of product differentiation strategies and timely strategic adjustments in the global AI product journey.
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