## Gemini enters the "Spring of Development" as ChatGPT Falls Behind, Accepting Users' Desire for Better AI Devices

The AI market has experienced a dramatic turning point. Instead of continuing to dominate, ChatGPT shows signs of decline, while Google's Gemini explodes with impressive figures. The December report indicates this is not Google's fall behind, but a strong transformation as the technology has been significantly upgraded.

### One-way growth chart: Gemini soars, competitors retreat

Gemini reached 62 million DAU in December, up 17% from the previous month and 351% year-over-year. This figure is not only impressive in size but also reflects a trend: **Gemini's web traffic increased by 24%**, while ChatGPT decreased by 1% and Bing by 6%.

This discrepancy is clearly not accidental. Google is effectively capturing market share, dispelling old concerns that "big corporations are slow to innovate." Google's GenAI market share increased to 21%, demonstrating a strong appeal to users seeking better AI experiences.

### Gemini 3.0: When technological power becomes user choice

Behind the growth numbers is a real technological breakthrough. **Gemini 3.0 model** is designed with superior reasoning capabilities, even reaching competitive levels with GPT-4o in standard tests.

This power is not limited to hardware performance. The Gemini app recorded 22 million downloads in December (up 7%), showing users are willing to switch when they clearly feel the difference. Daily active user engagement has also improved significantly, indicating not just downloads but continued usage.

### Apple Gateway: Google's three-pronged strategy

Market reports reveal a potential catalyst that could change the entire game: **Apple's Siri may integrate Gemini in the future**. This is not just ordinary rumor – it’s an opportunity to open the ecosystem to billions of devices.

If this partnership happens, users will naturally say "Ok Google, set up my device" or any Siri command, without additional setup. This not only brings potential revenue of billions of dollars but also serves as a key for Google to regain control of "search monopoly" in the mobile AI era.

### Financial Platform: Solid defense, flexible offense

A major concern from the market was that AI would "erode" the traditional search industry. New data shows this has not happened. **Google maintained 90.7% of the global search market** in December, demonstrating extremely strong resilience.

This forms the foundation for Google's dual-strategy: stable cash flow from search provides resources for AI investment, while growth in cloud services adds further momentum. The result is a financial structure that is both robust in defense and ready to attack on the new technological front.