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The App Store just had its biggest year of new releases in nearly a decade. After 7 straight years of decline.
New app submissions by year:
2016: 1,000,000 (peak)
2017: 731,000
2018: 474,000
2022: 434,000
2023: 424,000 (lowest since 2012)
2024: 448,000
2025: 557,000 (+24% in a single year)
What changed between 2023 and 2025? ChatGPT. Claude. Cursor. Replit. Vibe coding.
Non-technical founders are now building and shipping functional apps in days instead of months. The technical barrier that kept app submissions declining for 7 years was removed almost overnight.
But here's the twist: global app downloads actually declined 2.3% in 2024. While consumer spending rose 15.7% to $127 billion.
People are downloading fewer apps. But paying more for the ones they use.
The App Store isn't growing by volume anymore. It's consolidating around fewer, better, subscription-based apps. 5% of apps offer subscriptions. That 5% generates 48% of all revenue.
AI made it easier to build apps. That doesn't mean it made it easier to win.