ChatGPT, DeepSeek continue to lose chatbot mobile market share in US as competition heats up:
OpenAI's (OPENAI) ChatGPT and DeepSeek (DEEPSEEK) continue to lose share in the chatbot mobile market in the U.S. as competition increases, according to data from Apptopia.
ChatGPT has lost market share for four straight months now, falling below 40% in March. As recently as September 2025, it held more than 50% of the daily average user share.
In contrast, Google's (GOOG)(GOOGL) Gemini and Microsoft's (MSFT) Copilot held steady in March, while Anthropic's (ANTHRO) Claude made the most significant gains. Claude increased to 10% of DAU share during the month after it held less than 2% as recently as December 2025.
"Claude's DAU tripling in a single month looks like a step function, not a trend line," said Tom Grant, VP of Research at Apptopia. "What makes the March data interesting is the engagement quality underneath it. Claude's power users are now spending 139 minutes per day in the app, up from 98 in February, and its power user churn dropped to 12%. That combination of rapid user acquisition and deepening engagement among heavy users is exactly what you'd want to see if you're underwriting Anthropic’s $61.5 billion valuation."
Gemini accounted for 25% of DAU share in March, while xAI's (X.AI) Grok slipped to 13.5% from 15.3% month over month. Copilot has held steady at 10% of DAU market share for three straight months. Finally, Perplexity declined slightly to 2.1%, and DeepSeek slipped to about 1% as it has nearly vanished from the U.S. market, according to Apptopia data.
"The Gen AI Chatbot market grew 5% from February to March and 22% from September," Apptopia noted. "That expansion is being driven almost entirely by challengers eating into ChatGPT's share rather than by ChatGPT's own growth. The market is still growing, but the distribution of value within it can shift fast."
