Claude Surpasses Gemini to Secure Second Place This Year
High Web Usage Signals Growing Presence in Professional Domains

Anthropic's artificial intelligence (AI) service, Claude, has risen to second place in terms of revenue among generative AI apps in the Korean market.


Anthropic's cutting-edge AI Claude Mitos. Photo by AFP News Agency

Anthropic's cutting-edge AI Claude Mitos. Photo by AFP News Agency

View original image

According to market research firm Sensor Tower on June 13, Claude ranked second in revenue and first in revenue growth among generative AI apps for iOS in Korea from January 1 to June 5 of this year. Until mid-March of this year, the generative AI app market was dominated by two main players, ChatGPT and Gemini. However, on March 23, Claude overtook Gemini for the first time, and the gap between the two services has continued to widen. Anthropic has launched a series of cutting-edge AI models this year, including Opus 4.8, Mitos Preview, and Fable 5, earning the reputation of outperforming the latest version of ChatGPT in terms of performance.


In particular, on May 5, Claude achieved its highest-ever daily revenue, recording $104,000 (approximately 157.78 million won). This figure more than doubled compared to the previous day, yet the number of downloads remained at a similar level. Sensor Tower analyzed, "It is highly likely that the revenue increase was driven by existing users converting to paid subscriptions or upgrading to higher-tier plans, rather than by an influx of new users."


From March to May of this year, Claude's website outpaced both ChatGPT and Gemini in terms of visitor growth rate. Notably, 58.8% of Claude users accessed the service exclusively via the website. This is significantly higher than ChatGPT (22.0%) and Gemini (34.9%). Sensor Tower interpreted this as "evidence that Claude's high proportion of web usage indicates it is expanding its presence in productivity-focused work domains."


Additionally, after using Claude, users most frequently moved to Google (18.9%), followed by Gemini (9.7%) and ChatGPT (7.5%). This suggests that Claude users have a relatively strong tendency to compare or use multiple AI services concurrently.



Meanwhile, the significance of the Korean market stands out in the global AI landscape. During the survey period, Korea emerged as the second largest revenue market for Claude, accounting for 4.7% of total revenue after the United States (41.1%). For ChatGPT, Korea was the third largest market following the United States (33.1%) and Japan (5.3%). In the case of Gemini, Korea (14.5%) ranked as the second largest market after Japan (15.0%).


This content was produced with the assistance of AI translation services.

© The Asia Business Daily(www.asiae.co.kr). All rights reserved.

Today’s Briefing