Meitu Vmake enters the list, with 2 million visits + 2 more Chinese products added | Insights on AI picture applications overseas
一、 The overall number of visits is increasing,Canva monopolizes the top position in three major categories, Two more domestic products cross the 2 million threshold
- Traffic distribution-Top5 accounted for 3 And with gains across the board, Canva becomes the winner in August
Combining Feifan’s industrial research and public data, this list includes a total of 47 AI picture websites with more than 2 million global monthly visits, 3 more than the first list.
In terms of overall traffic distribution, Top3 still leads by a cliff. Top 3 including Canva, Freepik, which is also a graphic design company like Canva, and Remove.bg, which has been acquired by Canva and provides image background removal services for different groups of people and industries. The number of visits is still not in the same order of magnitude as other products. Visits in August The volumes are 600 million+, 100 million+ and 70 million+ respectively. Starting from the 4th-place Fotor of Hengtu Technology, it quickly dropped to around 1500w.
In addition, it should be noted in this issue that as the far leading No. 1, Canva.com, the month-on-month change in visits in August reversed the downward trend in July. Although it only increased by 6.48%, the absolute value of visits was significantly higher. For other products, the absolute value of the increase in visits in August exceeded 40 million+, which is more than twice the total monthly visits of the fourth place. Canva is siphoning traffic. Its strategy of breaking out of the circle in terms of functions and scenarios in recent years and making large-scale acquisitions may start to take effect. We have recently launched the topic “Eight acquisitions in 7 years, the traffic king in the AI era is also anxious.” ? 》, we will continue to pay attention to Canva’s data changes in the future. The number of visits to Remove.bg, acquired by Canva, has also increased by about 2 million. In addition, Canva spent US$300 million in recent months to acquire Leonardo.AI, the fifth-ranked imaging product, and the website’s visits in August also increased by 11.78% month-on-month.
Occupying 3 seats in the Top 5, the number of visits increased across the board month-on-month. Canva, Remove.bg, and Leonardo.AI respectively occupied the first place in the three sub-categories of graphic design, image editing, and image generation. In August, Canva can be said to be the A big winner in terms of traffic.
In terms of overall traffic changes, the websites with declining visits are mainly distributed among the lower-ranked products. Among the Top 10, only Li Bai Lab’s Cutout Pro saw a month-on-month decline in visits.
2.In and out of the list——2 overseas products entered and 1 overseas product fell out.
In August, a total of 47 products were included in the list that met the criteria of 2 million+ monthly visits, 3 more than in July, of which 5 were newly added to the list and 2 dropped from the list.
Among the five new products on the list, Playground ranked 24th and Vmake AI ranked 38th. They were not included before and were added after we discovered them when planning the topic selection and sorting out the products. Therefore, the month-on-month change of the two products is not high, with an increase of less than 10%. Playground was previously a graphic product and later transformed into graphic design, and it is different from other graphic design products. Vmake AI comes from Meitu and focuses on e-commerce. In the next category list, we will conduct a more detailed analysis.
Among the remaining 3 products, Recraft.AI has an interesting positioning. It does not focus on AI like other products so that everyone can design like a professional designer, but it is an AI tool (AI for Pro) specially provided for professional designers. Designers), the website’s visits increased by 31.32% month-on-month in August
The remaining two new products on the list are HitPaw PhotoAI, a photo website owned by HitPaw, which is registered in Hong Kong. The number of visits in August increased by 19.3% month-on-month to 231,000, ranking 40th. Magic Studio is also a relatively conventional image editing product without much differentiated positioning. It grew 15.6% month-on-month to 2 million, just over the line and became the goalkeeper of the list.
Those who dropped off the list are:
I. Hangzhou senses the step of zmo.ai. We have previously observed that zmo.ai has not found its own direction. From the AI model pictures at the earliest financing to the second dimension, now the second dimension cannot maintain traffic. Visit The volume fell from 246w in July to about 170w in August.
II. Neural.love, the number of visits in August dropped from 300,000 to about 1.900,000. This website provides image generation, editing, logo production, and has expanded to video and audio editing. It has a wide range of functions, but it does not target specific scenarios and lacks product strength. , nor is it in the head position with traffic advantages, the competitiveness is insufficient, and many products near the 200w threshold line have similar problems.
3.The power of Chinese people—the “rapid growth” of photo-graphic products
The products of 2 more Chinese companies have entered the list, and a total of 13 Chinese products have entered the list, including 7 image editing products, 4 image generation products, and 2 graphic design products (all for domestic use only). Four of the image generation products saw an overall increase in visits in August, and even three of them saw a month-on-month increase of around 20%. But it should be noted that when we looked at SeaArt in the first half of 2024, its monthly visits were around 11 million, so this was in the “recovery period”.
二、 Segmentation list
1.segmentation Lister
1.1. Among the top 3 photo editors, Chinese manufacturers still occupy two seats, but they are a bit unstable.
In terms of visits, Chinese companies still occupy two of the top three AI picture editing websites globally in August, namely Fotor of Chengdu Hengtu Technology and cutout.pro of Li Bai Laboratory, but cutout.pro’s 8 The monthly traffic dropped by nearly 4 percentage points month-on-month, and the gap with the fourth place was only 100,000 visits (the gap between the third and fourth place in July was 800,000).
1.2 Median, average and growth rate Top3
Judging from the month-on-month changes in monthly visits, 7 products experienced month-on-month declines in August (only 2 in July). The average and median number of visits to the picture editing web also declined in August, reaching 928w and 532w respectively (in July they were 972w and 573w respectively). Within the image category, the editorial category, which has always been a more demanding category, is showing signs of declining traffic, indicating that users may have higher requirements for products.
The top three month-on-month growth rates in August are Pixelcut, Artguru AI, and Hitpaw Photo AI, which is new to the list.
Worth paying attention to:
I. E-commerce picture web, the number of visits is still rising, and Meitu is “prepared” to enter the market.
The No. 1 product with the highest growth rate is Pixelcut. This product can be understood as being on the same track as Photoroom. It addresses the rigid need of background removal for e-commerce images and provides various functions around the production of e-commerce images. In August, the number of visits increased the most month-on-month, reaching 25.58. %. Among the 23 photo editing websites currently on the list, 3 are almost similar products. Photoroom, Pixelcut, and Vmake AI from Meitu, which is included this time. The visits of these 3 products in August all increased month-on-month, with an increase of 4.89 points respectively. %, 25.58% and 8.18%.
Vmake AI is different from the other two products in terms of positioning. It hopes to promote its AI model picture function. This is reflected in the design of the website toolbar and the app of the same name called Vmake AI Fashion Model Studio launched on the mobile Meitu overseas account. You can tell. However, judging from the current traffic sources, natural search accounts for a large proportion, and nearly 3/4 of the search intent is still to improve video quality and remove watermarks.
We have mentioned in the July list before that in the AI e-commerce picture track, Chinese and overseas manufacturers, based on their insights into customer needs, chose to enter the two tracks of AI model pictures and AI product pictures respectively. These two subdivided tracks are currently in a state of ice and fire. Photoroom, which focuses on product images, has good data, and Pixelcut also scored the No. 1 growth rate this month. However, the development path of AI model images, which is more favored by Chinese manufacturers, is very bumpy. For example, zmo.ai, which has been paying attention before, fell out of the list this month. The rest of the startups that have entered the model picture industry have poor performance or have already transformed. This is not unrelated to the higher difficulty of AI model pictures. Meitu, which is a latecomer in overseas markets, obviously does not give up and regards AI Model as a unique way to break through the overseas e-commerce image pattern. We will continue to pay attention to the subsequent progress of Vmake AI.
Another product of Meitu, Meitu Design Studio, will be launched in China in 2022. It is an AI design tool launched by Meitu specifically for the e-commerce crowd. Its functions are relatively complex, including graphic design, image editing and processing. Main section. In addition, Meitu has also launched the overseas version of X-Design of Meitu Design Studio, which is closer to the AI product image track where Photoroom is located, but it is still a “beggar’s version” and the product is relatively simple. In the AI e-commerce picture track, Meitu has also made two preparations.
II. The Spanish and Russian markets are the secret to attracting volume.
The functions provided by Artguru AI, which has the second fastest growth rate, include image and video generation, as well as various image editing functions (such as background removal, style conversion, face changing, AI avatar, etc.). The website as a whole does not have much features, but in recent times, it has The number of visits in the past two months has continued to grow rapidly month-on-month. According to Similarweb’s analysis of traffic in August, the website’s SEO optimization for the Spanish market is most likely the reason for the continued increase in traffic. Nearly 3/4 of the website’s traffic has continued to increase. The traffic all comes from natural search, and among the Top 5 keywords, 4 are “improve image quality” (2 in Russian, 2 in Spanish), and the other is its own brand word.
In addition, HitPaw Photo AI, which has the third fastest growing rate, is a sub-page of the main website of HitPaw.com. The inclusion of HitPaw Photo AI in the list is actually due to the fact that HitPaw.com traffic has increased by 19.3% month-on-month. The main website provides pictures, videos, audios3 An editing tool in various fields, the company behind it is registered in Hong Kong. The increase in traffic in August is most likely due to SEO optimization using the watermark removal function. However, unlike Artgutu AI, which accounts for as much as 3/4 of its natural searches, HitPaw’s traffic from social platforms and direct visits is not low, accounting for 11.55% and 11.55% respectively. 26.64%, HitPaw pays more attention to brand building, and 4 of its top 5 natural search keywords also have their own brand words. In addition, on iOS and Google Play, the company has also launched a variety of video and picture tools under the HitPaw distribution account, and many products have their own brand names in the app names.
III. Single-point functions are opportunities, but maintaining user stickiness faces strong challenges.
In the July list, we observed that a company, Pixelbin, has three single-function products on the list. The idea is to only do one function but provide more optimized experiences and services for different users. In this issue’s list, these three products are still on the list, but the visit volume of erase.bg, which has the lowest traffic, has dropped by nearly 20 percentage points month-on-month. Currently, its website’s natural traffic is still close to 80%, and 4 of the Top 5 keywords are to delete the background. . Based on our observations, many products provide background removal functions (such as AI e-commerce image classes) and use it as an SEO optimization point. The idea of using a single function to serve different groups seems feasible, but in terms of background removal, image quality improvement, and watermark removal, how to make users stick to the product and create a brand in the three-piece set of images is a very big problem. challenge.
1.3. Per capita number of visits and per capita visit duration
The number of visits per person and the duration of visits per person are two important indicators for measuring user behavior, which can reflect the user stickiness and depth of visits to the website. Among them, the number of visits per person reflects the user’s dependence on the website and return visit rate; the length of visit per person reflects the user’s participation and interest level on the website.
Worth paying attention to:
I. The e-commerce track not only has volume, but also stickiness and depth.
worth paying attention to:
i. thee-commerce track not only has volume, but also stickiness and depth.
In the AI e-commerce picture segment, there are currently three players on the list, Photoroom, Pixelcut, and Vmake AI. Pixelcut, which provides services more similar to Photoroom, is still far behind Photoroom in terms of per capita access time. is 0.15 hours/month, and the number of visits is 2.26. Although there is a regular audience visiting, the depth is far less than that of Photoroom. We analyzed Photoroom a year ago when it first came to prominence (“Where is the way out for photo editing apps under the AIGC trend? PhotoRoom demonstrates how monthly sales can rise to over 10 million”). After that, this product achieved 5,000 sales With an ARR of 10,000 US dollars and the completion of 43 million US dollars in financing, how to lead in your own track? If readers are interested, you can leave a message in the comment area of this article, and we will launch a sequel according to the situation.
II. The stickiness and depth conundrum of the creative toolbox.
Among all 47 products on the list, Fotor ranks 4th in terms of visits and 1st among overseas products, but its per capita number of visits is only 1.49, ranking 21st. In addition, the visit duration is only 0.07 hours/month, ranking 16th. This has become a common problem among toolbox products (which provide a large number of comprehensive image editing functions, but are not specific to scenes). Paying for them lowers the data. At present, although Fotor has a high overall visit volume, 3/4 of the visits come from natural searches, and non-brand words account for 82% of natural searches (for brands that do well, such as Photoroom, direct searches can reach 40%+, and natural searches can reach 40%+. around 50%). How to deal with competition, Fotor obviously has to come up with a better strategy.
2.Image generation
2.1. Top3 – The number of visits to overseas manufacturers’ products increased across the board in August, but they still missed the Top5.
In the direction of image generation segmentation, a total of 13 products have more than 2 million monthly visits, which is less than the 14 products in July. neural.love fell out of the list, and overseas products still occupy 4 seats. The best result is still Haiyihu Entertainment’s Sea.Art ranks 6th, and the Top 5 positions are still occupied by overseas manufacturers, while domestic manufacturers are more in the waist position (blue, 6, 7, 8, 10).
From the perspective of traffic changes, the number of visits to overseas products in August increased month-on-month. SeaArt was close to Adobe Firefly, but it still failed to crack the top five.
2.2. Median, average and growth rate Top3
In August, only 3 of the 13 AI image generation web models saw a decline in visits, with the median increasing by 110,000 to 590,000 from the previous month, and the average also increasing by 1,000,000+ to 763,000. Among overseas manufacturers, only SeaArt still exceeds the average.
In terms of growth, the three products with the fastest growth in visits are Shedevrum, OpenArt and Midjourney.
Among them, Shedevrum ranked first in month-on-month growth for 2 consecutive months, and the number of visits increased by 40%+ again in August. The website’s continuous rapid growth should still be related to the differentiation of its target market. Currently, Shedevrm’s top five traffic countries are Russia, Kazakhstan, Belarus, Ukraine and the United States. Among them, Russian traffic is still over 70%, but it has dropped compared with July 7 percentage points. Russia is once again the traffic cipher.
2.3. Per capita number of visits and per capita visit duration
Civitai, the world’s largest photo community, Ideogram, which specializes in text rendering and emphasizes the artistry of pictures, still ranks in the top two in terms of average user usage time and average number of visits. Compared with more urgently needed editing products, the user stickiness and access depth of photo-generating products are roughly twice as high as the former.
What is worth noting this time is PixAI.Art, a photo-taking community launched by Beijing Times Chuanfu that focuses on two-dimensional, game and animation themes. It surpassed TensorArt of Huixiang Technology and took the third place in the number of visits per capita. TensorArt ranked 3.8 times per capita. Ranked 4th. In comparison, OpenArt, which had a good growth rate of visits in August, ranked third from the bottom with per capita visits of 1.93 per month, and average visit time of 0.15 hours per month, which is still far behind the top.
3.Graphic design
In the AI graphic design web category, a total of 11 products were included in the list, of which 10 products saw a month-on-month increase in visits in August, with only the final design declining by 2.83%. There are two new products on the list, namely Playground and Recraft.AI. The former was previously omitted from the list this month, while the latter is the top one in terms of growth rate this month. The number of visits increased by 31.32% to 257w, reaching the threshold for inclusion in the list.
3.1. Playground has changed the way of interaction and ranks among the Top 3
AI graphic design products occupy the top 2 of the overall list, and are leading by a cliff. They are Canva with nearly 700 million visits and Freepik with about 100 million visits. Both products have been online for 10+ years. Playground has been online for the past five years. Although it has existed for a long time, it is still a “newcomer” in the graphic design category.
If Canva and Freepik, which were launched 10 years ago, the interaction method is still dragging on the canvas + AI function application, Playground is another kind of interaction, using text to change the design effect. Playground provides services for multiple design scenarios, such as wallpapers, posters, social media posts, T-shirts, etc., which are no different from the two head products. That is to say, the requirements do not need to be verified, but in terms of interaction method, unlike letting users conceive and design on a canvas, Playground is more fool-like. Its design concept is massive templates + text adjustment. For example, I entered the wallpaper scene, selected a Super Saiyan poster, and then made a request to “replace gray with red”. The result was as shown in the drawing on the right. The playground did not replace all the gray, which should have been done. Through directional training and fine-tuning, you will have a certain aesthetic.
3.2. Medium plate, coordinates and original Top3
Given that Canva and Freepik are leading the way in terms of visits, it is difficult for later players to catch up. The median and average data only have some reference significance after excluding the Top 2.
After excluding Top2, there is not much difference between the remaining 9 products. The monthly visits are concentrated between 215w-423w. The median visit in August is 273w and the average is 288w. Currently, there are three products for domestic use, including Canva China, Xiamen Drafting Technology’s drafting design, and Beijing Mo Dao Keshi’s Ink Knife AI acquired by Wanxing Technology. None of the three products has more than 1,000 visits. Category list median.
But the good sign is that MoDao AI, a subsidiary of Wondershare Technology, has entered the top three in terms of growth rate, with visits increasing by 9.23% month-on-month in August.
As mentioned before, Recraft.AI’s positioning is very precise. It does not focus on using AI ownership to let professional designers design like professional designers like other products. Instead, it specifically provides AI tools (AI for Pro) for professional designers. ) Designer), the website’s visits increased by 31.32% month-on-month in August. It is reported that the team is headquartered in London and recently completed a round of financing of US$12 million to develop its own basic model. The main differentiation is to generate vectors that can be enlarged without distortion and focus on the style required by the brand. consistency and the ability to continuously iterate on generated results. The direct visits to this product in August accounted for 53%, and the natural search volume accounted for 39%. Four of the top 5 keywords in natural search volume are our own brand words, and it already has a certain brand power.
In addition, it must be said that the visits to this product mainly come from Russia and Ukraine, which account for about 35%, and the visits from these two countries are still increasing at a double-digit month-on-month growth rate, ranking third The United States accounts for 5%.
3.3. Per capita number of visits and per capita visit duration
From the perspective of user stickiness and access depth, the two data for domestic products that have only a small number of visits are pretty good. In addition, Recraft.AI, which was newly added to the list this month with the No. 1 growth rate, also performs very well in these two data.