Claude overtakes Gemini in Korea's AI app rankings
Anthropic’s Claude surpassed Google’s Gemini to become the second-highest-grossing generative AI app on Apple’s App Store in South Korea from January 1 to June 5, driven by rapid revenue growth and model upgrades like Claude Opus 4.8 and Mythos Preview. Sensor Tower data shows Claude’s revenue surge was fueled by existing users upgrading subscriptions, with 58.8% of users accessing it primarily via the web for productivity-focused tasks, unlike competitors." "article": "Anthropic’s Claude has overtaken Google’s Gemini as the second-highest-grossing generative AI app on Apple’s App Store in South Korea, according to market tracker Sensor Tower. From January 1 to June 5, Claude ranked second in revenue among AI apps in the country, with the fastest growth among major competitors like ChatGPT and Gemini. Until mid-March, the market was dominated by ChatGPT and Gemini, but Claude surpassed Gemini on March 23 and has since widened its lead. The shift was fueled by model upgrades this year, including Claude Opus 4.8, Mythos Preview, and Claude Fable 5, which strengthened Claude’s reputation for high-end AI performance. Revenue growth accelerated sharply in early May, with the app generating $104,000 in daily revenue on May 5—more than double the previous day. Sensor Tower attributed the surge to existing users converting to paid subscriptions rather than new downloads, as user acquisition remained stable. Claude’s web traffic also outpaced ChatGPT and Gemini from March to May, with 58.8% of users accessing the service solely through its website, compared to 22% for ChatGPT and 34.9% for Gemini. This suggests Claude is building a more work-oriented user base focused on productivity. Sensor Tower noted that the high web usage share indicates Claude’s expansion into productivity-driven use cases. South Korea has become a key overseas market for major AI services, with Claude generating 4.7% of its global revenue there, trailing only the US at 41.1%. For ChatGPT, Korea was the third-largest revenue market after the US and Japan, while Gemini ranked Korea second after Japan at 14.5% of its revenue. The data highlights Claude’s growing competitive edge in markets beyond its traditional strongholds.
Anthropic’s Claude has overtaken Google’s Gemini as the second-highest-grossing generative AI app on Apple’s App Store in South Korea, according to market tracker Sensor Tower. From January 1 to June 5, Claude ranked second in revenue among AI apps in the country, with the fastest growth among major competitors like ChatGPT and Gemini. Until mid-March, the market was dominated by ChatGPT and Gemini, but Claude surpassed Gemini on March 23 and has since widened its lead. The shift was fueled by model upgrades this year, including Claude Opus 4.8, Mythos Preview, and Claude Fable 5, which strengthened Claude’s reputation for high-end AI performance. Revenue growth accelerated sharply in early May, with the app generating $104,000 in daily revenue on May 5—more than double the previous day. Sensor Tower attributed the surge to existing users converting to paid subscriptions rather than new downloads, as user acquisition remained stable. Claude’s web traffic also outpaced ChatGPT and Gemini from March to May, with 58.8% of users accessing the service solely through its website, compared to 22% for ChatGPT and 34.9% for Gemini. This suggests Claude is building a more work-oriented user base focused on productivity. Sensor Tower noted that the high web usage share indicates Claude’s expansion into productivity-driven use cases. South Korea has become a key overseas market for major AI services, with Claude generating 4.7% of its global revenue there, trailing only the US at 41.1%. For ChatGPT, Korea was the third-largest revenue market after the US and Japan, while Gemini ranked Korea second after Japan at 14.5% of its revenue. The data highlights Claude’s growing competitive edge in markets beyond its traditional strongholds.
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