Market (Mobile)·Updated Mar 17, 2026 by Sensor Tower
Report · January 1, 2021
Published by Sensor Tower
The global mobile application market is entering a period of sustained expansion, with total consumer spending projected to reach $270 billion and annual downloads expected to hit 230 billion by 2025. Although the rapid acceleration in activity triggered by the COVID-19 pandemic is normalizing, the industry maintains strong momentum across both the Apple App Store and Google Play. This growth is underpinned by a fundamental shift in revenue composition, as non-game applications increasingly capture market share. Projections indicate that non-game revenue will account for nearly half of total spending by 2025, with these applications expected to surpass gaming revenue on the App Store as early as 2024. Geographically, the market landscape is evolving as mature regions and emerging economies follow distinct trajectories. While Asia continues to dominate global download volume, fueled largely by the massive scale of the Indian market, Europe is emerging as the primary engine for future revenue growth with a projected compound annual growth rate of 23 percent. Meanwhile, mature markets such as the United States are experiencing a deceleration in new app adoption, yet they continue to demonstrate significant increases in per-user spending. China, the United States, and India remain the most critical pillars of the global mobile economy. These trends underscore a maturing ecosystem where developers and marketers must pivot toward high-value non-gaming sectors and capitalize on the rising monetization potential within European markets. As the industry moves toward 2025, the ability to leverage granular data on user demographics, advertising performance, and SDK adoption will be essential for navigating the shifting competitive landscape. The continued resilience of consumer spending, even as download growth stabilizes, confirms that the mobile economy remains a primary driver of global digital commerce.
Executive Summary: Highlights Global spending in mobile apps will reach $270 billion by 2025. The App Store will account for $185 billion at an annual growth rate of 20.7 percent, while Google Play will reach $85 billion with 16.9 percent annual growth over the next five years. App downloads surged in the first few months following the spread COVID-19, and a spike in revenue followed soon after. While growth rates are expected to return towards pre-COVID-19 levels in the next few years, some of the lift will persist. By 2024, user spending in non-games will surpass that of games on Apple’s App Store. Non- Disney+ game app growth will also outpace that from games on Google Play. Across both stores, 49 percent of revenue will be from non-games by 2025. Europe will see higher revenue growth than Asia and North America over the next five years, reaching 42 billion in 2025. 11 different European countries are projected to surpass 1 billion that year, compared to just four in 2020.
Table of Contents: Topics Covered The 2021-2025 Mobile Market Forecast report offers a look ahead at consumer spending and downloads on the App Store and Google Play: 4. Methodology: 25. Top Countries: A description of the data and methodology used to A look at trends in the top markets on the App Store and create the forecasts in this report. Google Play for both revenue and downloads. 5. Market Overview: 35. Top Categories: A forecast for revenue and download growth on the App Revenue and download trends for games versus apps, as Store and Google Play, worldwide and in the U.S. well as a look at the impact of COVID-19. 11. Top Regions: 48. Conclusion: Projected revenue and downloads growth by 2025 by A summary of the key findings from the report. region on each platform, plus trends in Europe and Asia.
Methodology: About the Data Sensor Tower’s Mobile Insights team created the revenue and download forecasts featured in this report using the Sensor Tower Store Intelligence platform. • Figures cited in this report reflect App Store and Google Play consumer spending and download estimates for January 1, 2016 through December 31, 2020. • The market forecast for 2021 to 2025 is based on past spending and download trends, macroeconomic projections, and additional factors. • All revenue figures in this report capture consumer spending (gross revenue). This includes the revenue earned by the app developer as well as the portion earned by Apple or Google. • Android estimates represent revenue and downloads from the Google Play Store only. Sensor Tower does not provide spending or download estimates for third-party Android stores.
Global Mobile App Spending Forecast Note Regarding Revenue Estimates Five-year gross revenue forecast for the App Store and Google Play We report gross revenue (including the cut for Apple or Google). Android estimates do not include third-party stores. Asia App Store and Asia App Store Asia Google Play Global App Store and Google Global App Store Global Google Play Play User Spending User Spending User Spending 150B 300B 300B $300B +19.5% CAGR 200B 200B $200B +15.7% CAGR +20.7% CAGR $270B 100B 235B 119B +16.9% CAGR 201B 106B 100B $100B 103B 170B 93B 50B 159B $185B 90B 142B 83B 134B 78B 111B 72B 72B 92B 112B 50B 58B 68B 67B 76B $85B 39B 50B $58B 0 0 14B 14B 15B 15B 16B 16B $0 0 2020 2021F 2022F 2023F 2024F 2025F 0 2020 2021F 2022F 2023F 2024F 2025F 0 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 270 Billion 185 Billion $85 Billion App Store + Google Play Revenue App Store Revenue Google Play Revenue By 2025 By 2025 By 2025 By 2025 By 2025 By 2025 Market Overview
Global Mobile App Download Forecast Five-year download forecast for the App Store and Google Play Asia App Store and Asia App Store Asia Google Play Global App Store and Google Global App Store Global Google Play Play Downloads Downloads Downloads 250B 250B 250B +10% CAGR 200B +13.2% CAGR 200B 200B +11.5% CAGR 100B 100B 100B +15.7% CAGR 150B 150B 150B 100B 209B 230B 100B 100B 171B 188B 106B 119B 168B 187B 50B 143B 155B 83B 93B 50B +4.6% CAGR 50B 119B 133B 149B 90B 103B 50B 64B 72B 50B +3.2% CAGR 50B 109B 58B 68B 78B 34B 36B 38B 39B 41B 43B 50B 0 0 14B 14B 15B 15B 16B 16B 0 0 2020 2021F 2022F 2023F 2024F 2025F 0 2020 2021F 2022F 2023F 2024F 2025F 0 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 230 Billion 43 Billion 187 Billion App Store + Google Play Downloads App Store Downloads Google Play Downloads By 2025 By 2025 By 2025 By 2025 By 2025 By 2025 Market Overview
U.S. Mobile App Spending Forecast Note Regarding Revenue Estimates Five-year gross revenue forecast for the App Store and Google Play We report gross revenue (including the cut for Apple or Google). Android estimates do not include third-party stores. Asia App Store and U.S. App Store and Google Play U.S. App Store U.S. Google Play User Spending User Spending User Spending 80B 80B $80B +17.7% CAGR 60B +13.2% CAGR 60B $60B 100B 100B +19.6% CAGR 100B +15.7% CAGR 40B 66B 74B 40B $40B 50B 50B 58B 106B 119B 50B $51B 50B +14% CAGR 103B 20B 42B 83B 93B 20B 38B 45B 20B 78B 90B 33B 72B 33B 68B 21B 27B +3.2% CAGR 50B 58B 17B 19B 21B 23B 12B 15B 0 0 14B 14B 15B 15B 16B 16B $0 0 2020 2021F 2022F 2023F 2024F 2025F 0 2020 2021F 2022F 2023F 2024F 2025F 0 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 2020 2021F 2022F 2023F 2024F 2025F 74 Billion 51 Billion $23 Billion App Store + Google Play Revenue App Store Revenue Google Play Revenue By 2025 By 2025 By 2025 By 2025 By 2025 By 2025 Market Overview
The forecast projects a decisive shift in the global mobile app economy between 2022 and 2026, positioning the United States as the pre‑eminent App Store market for both consumer spending and download volume, overtaking China for the first time. While the United States already leads Google Play revenue, India continues to register the highest adoption rates, and Brazil is expected to break into the top tier of markets by the mid‑term horizon. Growth is predicted to decelerate in 2022, reflecting macro‑economic headwinds, but a robust rebound is anticipated from 2023 onward, driven by renewed consumer confidence and expanding monetisation strategies across emerging regions. The analysis draws on comprehensive data covering major geographic territories—including North America, Europe, East Asia, South Asia, and Latin America—and spans the full spectrum of mobile industry segments, from app store transactions and download activity to advertising spend and software‑development‑kit performance. By integrating these variables, the forecast delivers a granular view of revenue trajectories, market share dynamics, and user‑acquisition trends that inform strategic planning for developers, marketers, and investors. Underlying the outlook is Sensor Tower’s suite of intelligence products—Store, App, Ad, Usage, and Benchmark Intelligence—designed to support organic growth, optimise paid acquisition, and evaluate SDK efficacy. The firm’s proprietary data and analytical tools underpin the projections, while usage policies restrict unauthorised redistribution of the findings. Contact channels for demonstrations, media, and sales are provided to facilitate deeper engagement with the platform’s capabilities.
The global mobile economy reached a significant milestone in 2024, with consumer spend hitting $150 billion. This growth was primarily propelled by a 25% surge in non-gaming app revenue, particularly within the entertainment, productivity, and generative AI sectors. While total app downloads declined for the fourth consecutive year, indicating a maturing market, user engagement reached a record 4.2 trillion hours. The rise of generative AI served as a primary catalyst for this engagement, with AI chatbot downloads increasing by 635 million and the subgenre generating nearly $1.3 billion in revenue. The mobile gaming sector demonstrated a robust recovery in 2024, reaching $80.9 billion in internal purchase revenue. Although total game downloads fell by 6%, the market shifted toward high-quality, core genres. Strategy and RPG titles dominated monetization, while the "hybrid-casual" model—combining simple mechanics with midcore progression—emerged as a vital growth driver. Established franchises continue to exert dominance, with titles older than two years accounting for over 80% of revenue. Notably, the industry saw a record eleven games surpass $1 billion in annual revenue, signaling a concentration of wealth among top-tier performers. Beyond gaming, the landscape was defined by the continued dominance of social media, which accounted for 2.4 trillion hours of global usage. TikTok became the first non-game app to reach $15 billion in lifetime spend, reflecting a broader trend of social platforms diversifying revenue through in-app purchases and subscriptions. In the retail sector, Chinese e-tailers like Temu and SHEIN expanded their global footprint, while the finance sector saw a resurgence driven by cryptocurrency and digital wallets. Despite signs of "digital fatigue" in traditional streaming, the mobile ecosystem remains resilient, characterized by strategic shifts toward ad-supported tiers, meaningful AI integration, and incentivized health and fitness platforms.
Global mobile market projections for 2023 indicate a complex landscape defined by shifting consumer priorities and economic pressures. While total mobile advertising spend is expected to reach $362 billion, growth is projected to slow due to macroeconomic headwinds. Short-form video apps are anticipated to be the primary drivers of this ad spend, helping to offset a decline in performance marketing budgets. Conversely, mobile gaming is facing a downturn, with consumer spending forecasted to drop to $107 billion in 2023. This decline is attributed to a combination of the global economic squeeze and tightening privacy regulations, such as IDFA and Google’s upcoming changes, which complicate the targeting of high-spending users. Despite the contraction in gaming spend, specific high-performing titles continue to reach massive financial milestones. Fourteen new apps and games are projected to surpass $2 billion in lifetime consumer spend during 2023, with eleven of those being games. Notably, the video streaming sector remains robust, with platforms like HBO Max and iQIYI expected to join the $3 billion lifetime spend club, reflecting a sustained consumer shift toward mobile-first entertainment. The broader mobile economy is also seeing a migration of retail dollars toward experiential sectors. As discretionary income tightens, consumers are prioritizing travel, live events, sports, and wellness over physical goods. This shift is supported by a long-term trend of increasing mobile engagement; total time spent in apps is forecasted to surpass 6 trillion hours by 2028. This growth is fueled by 5G rollout and the deepening personalization of apps, with emerging markets in Latin America, Southeast Asia, and the Middle East driving significant engagement. These findings are based on proprietary market estimates and historical data analysis of global app store performance and consumer behavior.
The 2021 global mobile market analysis underscores a rapidly expanding ecosystem in which smartphone ubiquity, rising active‑device counts, and the early rollout of 5G networks are driving unprecedented growth in mobile gaming. By integrating socio‑economic indicators, device‑usage data from more than 400 million monthly active devices, and revenue tracking from major app‑store partners, the study projects that mobile‑game spending will climb from $90.7 billion in 2021 to $116.4 billion by 2024, reflecting an 11.2 % compound annual growth rate. Smartphone penetration reached 3.9 billion users in 2021, a 6 % year‑over‑year increase, while 5G‑ready devices are beginning to reshape gameplay experiences and monetisation models. Regulatory shifts, notably Apple’s App‑Tracking Transparency and Google’s parallel privacy policies, together with the high‑profile Apple‑Epic litigation, are redefining user‑acquisition strategies and prompting developers to explore platform‑driven revenue streams such as in‑game advertising, subscriptions, and direct storefronts. Revenue distribution remains heavily skewed: the top 20 % of spenders—players who spend $25 or more per month—account for roughly 80 % of total income, favouring socially rich, competitive titles and showing greater openness to ads and subscription offers. A consumer survey of 5,400 gamers aged 10‑50 across the United States, China, Germany, and Japan reveals modest regional variation in intellectual‑property preferences, suggesting that aligning established entertainment IPs—books, comics, movies, and TV series—with appropriate game genres can enhance engagement. Overall, the findings highlight a market poised for continued expansion, driven by technological adoption, evolving privacy landscapes, and a concentrated core of high‑value players.