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Bing Overtakes Google in China's PC Search Market, Fueled by AI and Microsoft Ecosystem
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微软的必应(Bing)在中国桌面搜索市场已悄然占据领先地位,成为AI驱动下搜索领域权力转移的标志。自2024年6月起,必应已连续12个月保持领先,市场份额达40.23%,超越了长期以来的竞争对手。这一成就得益于微软对必应长期的巨额投入,以及中国市场AI应用的普及、企业数字化转型和微软生态系统的推动。必应在中国的用户增长显著,已成为其全球最大市场。必应通过深度集成微软的Copilot,将传统搜索模式转变为由GPT-4驱动的对话式、意图驱动的体验,并将其融入Windows 11、Edge和Microsoft 365等产品中,使其成为企业用户的关键入口。

🎯 必应在中国桌面搜索市场取得显著成功:自2024年6月起,必应已连续12个月保持中国桌面搜索市场份额第一的位置,市场份额达到40.23%,这标志着必应在全球搜索领域的一次重大突破,特别是在AI驱动的未来搜索趋势下。

💰 百亿美元投资在中国市场显现回报:微软对必应高达千亿美元的长期投资,在中国市场找到了新的增长动力。这得益于中国AI应用的快速普及、企业数字化进程的加速以及微软强大生态系统的协同效应。数据显示,中国已成为必应全球最大的流量来源市场。

💬 Copilot重塑搜索体验:必应通过深度整合微软的Copilot,将传统搜索查询模式升级为由OpenAI的GPT-4驱动的对话式、意图导向的交互体验。这种AI能力的融合,使得搜索更加智能化和个性化,也推动了必应在企业生产力工具中的应用。

🌐 生态系统整合与本地化策略是关键:必应在中国市场的成功,很大程度上归功于其与Windows 11、Edge和Microsoft 365等微软核心产品的深度集成,将其定位为企业用户的关键入口。同时,通过必应奖励计划、精准的本地化服务(如天气预报模型和高考报道)以及简洁的界面和广告策略,有效提升了用户粘性。

📈 AI驱动广告收入增长:必应的AI进化也带来了商业上的成功。微软2024财报显示,必应广告收入达到125.8亿美元,占微软广告业务的大部分。AI技术提升了广告的精准度,降低了多媒体广告和响应式搜索广告的点击成本,并带动了中国中小企业广告收入的显著增长。

Screenshot of Bing China homepage

AsianFin -- In a stunning turn in the global search engine race, Microsoft’s Bing has quietly claimed the top spot in China’s desktop search market, outpacing Google and signaling a broader power shift in the AI-fueled future of search.

According to data from analytics firm Statcounter, Bing held a 40.23% share of China’s desktop search market in June 2025, maintaining its lead for 12 consecutive months. This milestone marks a defining moment for a search engine long viewed as a second-tier player globally.

A $100 Billion Bet Pays Off—In China

Despite years of lukewarm global traction, Microsoft’s long-standing investment in Bing—reportedly close to $100 billion—has found new life in China. The surge has been driven by several factors: a rising wave of AI adoption, enterprise digitalization, and Microsoft's broader ecosystem push.

Statista data from March 2025 shows China accounted for 28.25% of Bing’s global traffic, overtaking the U.S. (21.9%) as Bing’s largest market. Microsoft confirmed that Bing users in China have grown twelvefold over the past five years.

Bing's rise in China is more than a product win—it’s a redefinition of how users interact with search. Microsoft’s Copilot, deeply integrated into Bing since 2023, has transformed traditional query models into conversational, intent-driven experiences powered by OpenAI’s GPT-4.

Over the past year, Bing China has consistently led the Chinese desktop search engine market. Image source: Statcounter

 

From Search Engine to Productivity Engine

Microsoft’s China strategy reflects a clear pivot toward enterprise productivity. The integration of Bing into Windows 11, Edge, and Microsoft 365 has made it a key gateway for office users. Bing Chat Enterprise, introduced in mid-2023, embedded AI capabilities into workplace tools, accelerating adoption across China’s massive corporate base.

This ecosystem synergy has created a “micro-economy” around search behavior. Features like Bing Rewards—where users earn points redeemable for groceries or electronics—have resonated with local professionals. A clean interface, minimal ads, and superior English-language search results further reinforce user stickiness.

Localization has also been a competitive edge. Bing’s weather forecast model, developed by its China team, was named the world’s most accurate by Forecast Watch in both 2023 and 2024. Special coverage hubs for events like China’s national college entrance exam (Gaokao) have further deepened Bing’s local relevance.

Over the past year, Bing China has consistently held the top spot in China’s desktop search engine market. Image source: statcounter

Bing’s AI-powered evolution is also driving commercial results. According to Microsoft’s FY 2024 report, Bing’s ad revenue reached $12.58 billion. Microsoft’s total advertising business surpassed $20 billion, up 59% year-over-year—driven largely by Bing.

AI is redefining how search advertising works. Instead of relying on keyword matching, Copilot uses real-time, multi-turn dialogue to understand user intent. This leads to significantly improved ad targeting, with cost-per-click for multimedia ads down 44% and responsive search ads down 25%.

In China, Microsoft Advertising has capitalized on this momentum. Opening Bing Ads to SMEs in early 2024 helped drive a 40x increase in local ad revenue over four years. As Chinese companies expand globally, Bing’s international reach and AI targeting have made it a go-to platform.

A Shifting Global Landscape

Bing’s gains come as the global search landscape undergoes its biggest disruption in two decades. Google, still dominant globally, has rolled out its own AI search overhaul powered by the Gemini 2.0 model. Its “AI Mode” replaces the traditional blue-link format with a chatbot interface that emphasizes reasoning and personalization.

Yet this shift has sparked concern among creators. Many publishers report plunging click-through rates as AI-generated summaries reduce the need to click through to original content. Industry insiders are now coining terms like “GEO”—Generative Engine Optimization—as the new SEO.

Despite Google’s push, Statista data shows a drop in its global market share—from 87% in 2020 to 79.1% in March 2025. Bing’s global share more than doubled in the same period—from 6.14% to 12.21%.

The next phase of the AI search war will be fought on ecosystem strength. Microsoft is betting big on the Copilot platform, offering APIs and development tools that allow companies to build AI agents and custom solutions—from marketing automation to customer support—on top of its infrastructure.

Microsoft CEO Satya Nadella, image source: Getty Image

Still, challenges remain. Bing’s dominance in China is limited to desktop—mobile remains a weak spot. And while Microsoft benefits from a strong enterprise presence, local policy and content compliance are long-term risks.

Yet Bing’s position in China highlights the enormous value of deep ecosystem integration, localized innovation, and user-centric AI. If Microsoft can extend these advantages to mobile and continue scaling AI monetization, Bing could evolve from a comeback story to a core driver of Microsoft’s long-term growth.

Bing’s surprise dominance in China’s PC search market is no fluke. It’s a signal that the AI race is real, the rules are changing, and Microsoft’s $100 billion bet on search is finally paying off—starting in the world’s most complex internet market.

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