Anthropic's "Claude" has overtaken Google's "Gemini" to rank No. 2 by revenue in Korea's Generative AI app market.
According to market research firm Sensor Tower on the 12th, Claude has ranked No. 2 by revenue and No. 1 by revenue growth so far this year among AI apps used by iPhone (iOS) users in Korea. Previously, ChatGPT was No. 1 and Gemini was No. 2, but Claude first moved ahead of Gemini on Mar. 3, changing the rankings.
Sensor Tower said, "Until now, Korea's Generative AI market had a two-strong structure led by ChatGPT and Gemini, but as Claude has grown rapidly, the market landscape has begun to change." Claude generated $104,000 (about 160 million won) in Korea on the 5th of last month alone, a record high. That was more than double the previous day.
Sensor Tower analyzed that revenue also increased as more Claude users made paid purchases. Claude's download count was similar to before, but revenue grew as existing users switched to paid subscriptions or upgraded to higher-priced premium plans.
Claude's growth stood out on the web as well as in apps. Sensor Tower's Web Insights data show Claude's website outpaced ChatGPT and Gemini in visitor growth from March to May.
In addition, Claude was found to have a higher share of web usage than rival AI chatbots. Among Claude users, 58.8% use only the website, surpassing ChatGPT's 22% and Gemini's 34.9%. The share using only the app was 26.8% for Claude, while ChatGPT reached 56.1%.
As Claude's revenue in Korea increased, the share accounted for by the Korean market also grew. Looking at Claude's revenue by country from the start of the year through the 5th of this month, the United States ranked first with 41.1%, and Korea ranked second with 4.7%. For ChatGPT, Korea ranked third after the United States (33.1%) and Japan (5.3%).