钉钉、飞书、企微无声「东渡」

Microsoft Teams个人免费版将于2026年7月28日起无法在中国大陆登录1，标志着全球办公软件巨头在中国市场的主动收缩。钉钉、飞书、企业微信三款本土产品已占据92%的市场覆盖率，形成三分天下局面1。

具体来看，钉钉累计用户突破8亿，月活约2亿，市场份额32.7%；企业微信月活约1亿，份额23.4%；飞书月活约3000万，份额18.9%1。在营收规模上，钉钉2025年营收超过40亿元，飞书2025年营收超过30亿元1。订阅收入方面，钉钉突破30亿元，飞书年化订阅收入超21亿元1。

三家企业采取不同路径融合AI技术。钉钉2026年3月发布企业级AI原生工作平台悟空，直接内置于钉钉1，同时推出的DingTalk A1硬件在上市仅半年内成为国产AI硬件爆款，2026年618期间包揽天猫、抖音、京东三大平台AI录音设备销量冠军1。飞书在结构化数据系统中嵌入AI能力，2026年以来新增客户中超过九成同步采购飞书AI产品1，二季度末ARR同比增长超过100%1。企业微信在连接层面融合AI1。

竞争焦点已从用户规模扩张转向生态深度和价值密度的比拼1。

Microsoft Teams' personal free version will become inaccessible in mainland China starting July 28, 2026, marking a strategic retreat by the global software giant from the competitive Chinese market 1. This development underscores the consolidation of China's enterprise collaboration sector, where three domestic platforms—DingTalk, Feishu, and WeChat Work—have secured 92% market coverage 1.

The three leading platforms have achieved substantial scale. DingTalk has accumulated over 800 million users with approximately 200 million monthly active users, commanding a 32.7% market share 1. WeChat Work maintains around 100 million monthly active users representing 23.4% of the market, while Feishu reaches approximately 30 million monthly active users with an 18.9% share 1. Revenue growth has accelerated across the sector, with DingTalk surpassing 40 billion yuan in 2025 revenues and Feishu exceeding 30 billion yuan during the same period 1. Subscription revenue contributions have become increasingly significant, with DingTalk's subscription income surpassing 30 billion yuan and Feishu's annual recurring revenue exceeding 21 billion yuan 1.

Competition has shifted from user acquisition toward deeper ecosystem integration and AI capabilities. Alibaba introduced Wukong, an enterprise-grade AI-native work platform directly embedded within DingTalk, in March 2026 1. Feishu has achieved momentum in AI adoption, with over 90% of new customers in 2026 simultaneously purchasing Feishu AI products, and its annual recurring revenue grew over 100% year-over-year by the end of the second quarter of 2026 1. DingTalk's A1 hardware device, launched merely six months prior, emerged as a bestseller among domestic AI devices, capturing the top sales position for AI recording equipment across Alibaba's Tmall, Douyin, and JD.com platforms during the 2026 mid-year shopping festival 1.