根据DataEye-ADX Global Micro Drama Edition数据,2026年9月全球微短剧活跃App和网页平台总数为1192个,环比下降约7%;当月新增56个,较8月下降约69%,为年内第二低值,仅高于2月的36个。
自二季度起,受全球AI微短剧浪潮推动,活跃平台数持续超过1000个,7月和8月均突破1200个,供给端增长势头强劲。
按变现模式看,月广告组数100+的产品中,IAP和混合(IAA+IAP)模式合计占比近80%,环比基本持平。其中IAP产品从224个降至220个(-2%),混合模式从341个增至353个(+4%),纯IAA产品从142个增至154个(+8%),增速最快。
随着AI微短剧和动画剧在全球规模化,制作成本大幅下降、内容产量激增,为免费和混合模式提供了低成本高供给的基础。对标中国市场轨迹,免费和混合产品市场份额将继续扩大,逐步挤压纯IAP份额,推动行业变现结构多元化。
9月全球微短剧活跃平台降至1192个,环比下降约7%,新增平台56个同比8月下降约69%,IAP、混合及IAA三类产品环比变化均在个位数。
📊 Active Apps & Web Platforms Hit 1,192 in September, Down 7% MoM
According to data from DataEye-ADX Global Micro Drama Edition, total active global micro drama apps and web platforms reached 1,192 in September 2026, down roughly 7% MoM. New additions for the month stood at 56, marking a sharp drop of around 69% compared to August. This monthly figure represents the second-lowest level this year, higher only than February (36).
Since Q2, driven by the global wave of AI micro dramas, momentum across the market has continued to build. Total active apps and web platforms have consistently exceeded 1,000, with both July and August surpassing 1,200, signaling strong growth momentum on the supply side.
By monetization model, micro drama apps and web platforms running 100+ monthly ad sets remained heavily dominated by IAP (In-App Purchases) and hybrid (IAA+IAP) models, which together claimed nearly 80% of the total, remaining virtually flat MoM. Purely ad-supported IAA products represented a smaller share, having yet to establish themselves as a primary monetization model.
Specifically, IAP products edged down from 224 to 220, slipping 2% MoM; hybrid (IAA+IAP) products expanded from 341 to 353, up 4% MoM; and IAA products grew from 142 to 154, recording an 8% MoM increase—the fastest growth pace across all categories.
As AI micro dramas and animated dramas scale globally, production costs have dropped significantly while content output has surged. This enables platforms to supply high-volume content at low cost, underpinning scalable operations for free and hybrid models.
Benchmarking against China's market trajectory, free and hybrid monetization products will continue to expand their market share, progressively squeezing pure IAP market share and driving broader diversification across the industry's monetization landscape.
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来源:Juchacha Global · x.com