Overview of DeepSeek Integration
- Spread of DeepSeek Technology: DeepSeek's AI integration is rapidly expanding across China's transport sector, including both automotive and e-scooter manufacturers.
- Initial Adoption: The wave of adoption began with electric vehicle (EV) manufacturers and has now included leading electric two-wheeler brands.
Automotive Sector Impact
- Major Automakers Involved: Over a dozen Chinese automakers, including BYD, Geely, Great Wall Motor, Chery, and SAIC Motor, have announced plans to integrate DeepSeek technology.
- BYD’s Commitment: BYD plans to incorporate DeepSeek into its Xuanji vehicle software, allowing nearly all models to offer preliminary self-driving capabilities without price increases.
- Model Coverage: The integration includes around 20 models, notably the affordable Seagull hatchback priced at approximately 69,800 yuan (US$9,575).
E-Scooter Sector Adoption
- E-Scooter Brands: Xiaomi-backed Segway-Ninebot Group and Niu Technologies are working to integrate DeepSeek into their electric two-wheelers.
- Enhanced Features: Ninebot plans to enhance its products with AI features via its mobile app, including data analytics and personalized recommendations.
- Niu Technologies: Niu has integrated DeepSeek's large language models for driver assistance, safety features, AI companions, and voice interaction.
Market Dynamics
- "DeepSeek Fever": The rapid adoption of DeepSeek is referred to as "DeepSeek fever," highlighting its cost-effective approach to AI integration.
- Open-Source Advantage: DeepSeek's open-source AI models, DeepSeek-V3 and DeepSeek-R1, require less cost and computing power compared to traditional large language models.
Market Predictions and Trends
- Market Pressure: Industry experts suggest that vehicles lacking DeepSeek integration risk losing market share.
- Export Growth: Chinese e-scooter exports surged, with a 27.6% increase in value to US$5.82 billion in 2024, marking a significant growth in international markets.
Collaborative Innovation
- Ecosystem Development: DeepSeek's open-source model fosters a collaborative innovation ecosystem, enhancing companies' capabilities for deploying and training large language models.
- Future Projections: By 2025, it's projected that around 15 million cars (two-thirds of national sales) in China will be equipped with preliminary autonomous driving systems, indicating significant transformative potential for the transport sector.
Reference: https://www.artificialintelligence-news.com/news/deepseeks-ai-dominance-expands-from-evs-to-e-scooters-in-china/