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ChatGPT's AI Assistant Market Share Dips Below 50% for First Time, to 46.4%

June 18, 2026 at 00:07 EDT

Foundation Models
Sales & Business

ChatGPT's share of the global AI assistant market fell to 46.4% at the end of May, dropping below 50% for the first time since its November 2022 launch, according to Sensor Tower's "State of AI Report 2026." It nonetheless remains the world's largest AI assistant.

State of AI 2026 · Mobile AI Assistants

ChatGPT Slips Below 50% Market Share for the First Time

The category's pioneer still leads with 1.1B+ monthly active users, but its global mobile share fell to 46.4% by late May 2026 as Gemini and Claude close the gap.

46.4%

ChatGPT mobile share (end of May) — below 50% first time since 2022

1.1B+

ChatGPT monthly active users — still #1 worldwide

+295%

surge in uninstalls after the Feb 2026 DoD contract

Global Mobile Share — End of May 2026

Column height is proportional to each assistant's share.

46.4%

ChatGPT

27.7%

Gemini
~662M MAU

10.3%

Claude
~245M MAU

<5%

Grok · Perplexity
DeepSeek · Meta AI

Market H1 2026

2.3B AI app downloads
$4.2B+ in consumer spending
Time spent: 17.2B → 36B hrs (≈2×)
Asia: first download decline (-3.3%)

Diverging Monetization

Claude: 13% paid conversion — industry-leading
ChatGPT: ads shown to 17% of daily users (May)
Rise of the multi-LLM strategy: right model per task

A maturing market with slowing growth — yet ChatGPT's 1.1B+ users still dwarf every rival.

Sensor Tower's takeaway: brand trust and values, not just features, now shape which AI assistant users keep — and many still expect ChatGPT to remain the default tool for now.

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