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AI[1]。
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].
