Sensor Tower: The compound annual growth rate of global e-commerce application downloads is expected to reach 6.5% from 2019 to 2025.

The online consumption wave brought by the epidemic has laid a long-term growth foundation for e-commerce applications, with emerging markets becoming the main source of incremental growth. Innovative models such as AI recommendations, short video content, social e-commerce, and instant delivery are driving the global mobile e-commerce industry into a new competitive stage. Sensor Tower data shows that from 2019 to 2025, global e-commerce app downloads will increase from 4.36 billion to 6.35 billion annually, with an overall growth rate of over 45% and a compound annual growth rate of approximately 6.5%. By 2025, the growth focus of global e-commerce applications is shifting from mature markets to emerging regions, with Asia leading the pack, Europe and North America stabilizing, and Latin America, Africa, and the Middle East becoming new engines driving global download growth. In the Asia-Pacific market, India continues to lead as the core drive for new downloads; Southeast Asia maintains steady growth; the Chinese market is entering a mature stage, shifting its competitive focus to user retention and service value enhancement; the Japanese and Korean markets maintain a stable trend, with AI e-commerce and member ecosystem development as innovative breakthroughs. "Temu" retained its position as the champion of global e-commerce app downloads and MAU growth, while "Blinkit" topped the download growth list. With its strong growth momentum in multiple markets, "Temu" once again took the top spot in both global e-commerce app downloads and monthly active user growth. Its continued expansion in emerging markets such as Latin America, Africa, and the Middle East has driven platform downloads and user activity to new heights, solidifying its position as a global leader in cross-border e-commerce. Meanwhile, in the Indian market, instant e-commerce app "Blinkit" grabbed the top spot in the 2025 global e-commerce app download growth list by offering a "10-minute delivery" service and deep integrating local life services. The outstanding performance of these two platforms highlights the diversification trend in global consumer patterns. On the Chinese iOS market, "Douyin Mall" stood out by becoming the champion of e-commerce app downloads and download growth. With its deep integration of short video content and shopping scenes, the platform not only attracted a massive number of new users but also encouraged active user engagement. Its efficient recommendation algorithm and personalized shopping experience set "Douyin Mall" apart in the fiercely competitive e-commerce market, making it an important channel for brand promotion and user conversion. Social media platforms are the primary channel for digital advertising in the global shopping industry. Online shopping has become the industry with the highest digital advertising spending worldwide. From January to October 2025, the U.S. market led with $19 billion in advertising spending, followed closely by the UK with $3.7 billion. Social media platforms are the main channel for shopping brands to place digital advertisements in major global markets, with Facebook and Instagram accounting for over 70% of ad impressions. In the Japanese market, the LINE platform takes the lead, with its ad impressions accounting for nearly 50% from January to October 2025. "Naver Plus Store" becomes the most downloaded e-commerce app in the Korean market in 2025. AI-driven independent shopping app "Naver Plus Store," powered by NAVER's in-house AI model and Beijing Vastdata Technology, incorporates intelligent recommendations, social e-commerce models, membership points systems, and diverse delivery services to provide users with a new shopping experience that combines "portal + AI recommendations + intelligent delivery," quickly winning the favor of South Korean consumers. Sensor Tower data shows that since its launch in March 2025, "Naver Plus Store" has dominated the overall download charts on Google Play and App Store in South Korea, being the top downloaded app on Google Play several times from March to May, cumulatively winning for nearly 60 days. As of October 2025, the app has accumulated nearly 8 million downloads, making it the most downloaded e-commerce app in the Korean market. At the beginning of its launch, "Naver Plus Store" achieved rapid growth in downloads by massively advertising high-exposure banners on mobile. With its striking visual design and timely promotional information, the app quickly captured users' attention and drove conversions. From March to May 2025, "Naver Plus Store" surpassed "ChatGPT" to become the most downloaded mobile application in the Korean market.