01 · Search is still the majority, but shrinking
Apple has publicly reported that ~65% of App Store downloads originate from Search. Google Play's search share, historically similar, is now diluted by AI-picked collections and Explore surfaces. Search's share of net-new installs is declining year over year across categories.
- source: Apple Developer, Search share disclosures (2023-2025)
- source: Sensor Tower, Store Intelligence (2025)
02 · AI assistants are a new install channel
ChatGPT reports 800M+ weekly users. Perplexity, Gemini and Copilot each rank in the top 20 utility apps globally. Assistant-driven app recommendation, 'best budget app,' 'best VPN', routes installs that no ASO dashboard attributes.
- source: OpenAI, 2025 disclosure
- source: SimilarWeb, Assistant traffic (2025)
03 · Store AI surfaces are live
Apple's AI-generated tags shipped in the 2024-2025 cycle and feed Search + Siri suggestions. Google's Play Store ships Gemini-picked collections in Explore and category surfaces. Both are influenced by metadata phrasing and review themes.
- source: Apple Developer, AI tag rollout (2024)
- source: Google I/O, Play AI features (2024-2025)