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100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?

Wen| Entertainment Capital, author| wordless

After the Spring Festival in 2025, everything can DeepSeek.

According to incomplete statistics from Spicy, since January 2025,About 100 products on the Chinese Internet have deployed the DeepSeek model.Whether it is cloud service platforms, Internet software, or hardware products such as smart cars and smartphones, they all participate in this DeepSeek carnival.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图

Source: Baidu

What’s more, DeepSeek also caused the giants to collapse their commercial moat.On February 13, Baidu officially announced that Wenxinyiyan will be fully free from 0:00 on April 1, and all PC and App users can experience the latest models of the Wenxinyan series. Coincidentally, OpenAI CEO Sam Altman also revealed on social media platforms that in the future, free ChatGPT users will have unlimited access to GPT-5 at standard intelligence levels.

In this context, in an interview with Zhang Xiaojun, Zhu Xiaohu, managing partner of Jinshajiang Venture Capital, also reversed his attitude of not being optimistic about the big model last year. He repeatedly evaluated DeepSeek as too beautiful and very in-depth, and

Since DeepSeek also has open source characteristics and has swept the global technology industry, it does have the potential to become Android in the AI era. However, it should be noted that the reason why Android dominates the mobile Internet is not only due to the high acceptance brought by open source, but also inseparable from the prosperous ecosystem created by downstream developers based on user needs.

So now, does DeepSeek already have a prosperous ecosystem in the downstream market? How far is it to become Android in the AI era?

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图1

ChatGPT, which was launched in November 2022, was stunned by gaining 100 million users in two months. Unexpectedly, DeepSeek gained 100 million users in just seven days after its launch. In 25 days after its launch, it garnered 40 million downloads, surpassing the number of downloads in ChatGPT in the first month.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图2

Source: AI product list

However, because it is a startup, DeepSeek’s server resources are very limited. As a large number of users flock to its own platform, DeepSeek has repeatedly experienced downtime problems, which greatly affects the user experience.

Since DeepSeek has been open source, government clouds represented by Huawei Cloud, Tianyi Cloud, Unicom Cloud, and Mobile Cloud are scrambling to connect to the DeepSeek model. After experiencing Spicy, I found that the DeepSeek model provided by the cloud service platform is indeed better in response speed and stability than the DeepSeek official website. There is almost no phenomenon where the server is busy, please try again later.

It is worth noting thatAt present, not only is the government cloud that lacks self-developed large models open to DeepSeek, but Internet cloud service providers with self-developed large models such as Alibaba Cloud, Tencent Cloud, and Baidu Intelligent Cloud have also embraced DeepSeek.

A cloud service practitioner told Spicy that cloud service providers have connected to the DeepSeek model one after another, which shows that the industry development trend has changed. DeepSeek is open source and still so strong. In the future, if cloud service providers only sell the computing power deployment of their own large models, the customer coverage will be very narrow. rdquo; On the contrary, if customers are provided with more large models, the computing power of cloud service providers will be fully released.

This advantage in computing power has also become an entry point for cloud service platforms to rely on DeepSeek to generate revenue. At present, many cloud service platforms have launched paid services, and some prices are even lower than the official price published by DeepSeek.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图3

Source: Baidu Intelligent Cloud

For example, the input price of Baidu’s intelligent cloud platform DeepSeek-R1 is 2 yuan/M tokens, and the output price is 8 yuan/M tokens; the input price of DeepSeek-V3 is 0.8 yuan/M tokens, and the output price is 1.6 yuan/M tokens.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图4

Source: DeepSeek

In contrast, the official price of DeepSeek-R1 is input 4 yuan/M tokens, and the output is 16 yuan/M tokens. The official price of DeepSeek-V3 is input 2 yuan/M tokens, and the output is 8 yuan/M tokens, both of which are several times the price of Baidu’s smart cloud platform.

Although there is an advantage in price, this does not mean that cloud service providers can sit back and wait for developers to come to their door. Since DeepSeek has been launched on all cloud service platforms, the needs of downstream customers have changed from no one to no one.This requires that cloud service platforms need to continue to improve in dimensions such as AI infrastructure, model performance, and intelligent services.

Taking Unicom Cloud as an example, it is committed to providing customers with all-round operation service guarantees, providing three major security services such as anti-DDoS in real time, and connecting to various products such as Unicom Cloud desktops and programming assistants, bringing efficient, secure and flexible intelligence. Computing experience.

Predictably,Next, the cloud service platform will continue to upgrade functions and experiences around DeepSeek. As competition intensifies, it may even trigger a new round of price wars. This irrational competition is unhealthy for the cloud service industry, but it helps DeepSeek’s ecosystem prosper.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图5

As a large language model, DeepSeek’s ability to efficiently process text and forms is highly in line with office workers ‘demands to improve efficiency. Therefore, collaborative office software represented by Dingbao and Feishu has also been connected to DeepSeek.

However, the specific ways in which Dingle and Flying Book connect to DeepSeek are different. Among them, Dingle is mainly connected by AI assistants, while Flying Book is connected to both multi-dimensional forms and intelligent partner creation platforms.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图6

Source: Nail

In the nail, if you want to use DeepSeek, you need to create a new AI assistant yourself and select the DeepSeek-R1 model in the model configuration. In specific use, DeepSeek mainly targets users in the form of ChatBot in nails, supporting deep reasoning and online search, which is no different from the products provided by DeepSeek’s official website.

“The nail was used as soon as it was connected to DeepSeek, but after a few times, it was used back to the web version.& rdquo; A media practitioner told Spicy that it is mainly because the web version of DeepSeek has a chat tag on the left side of it, which makes it easy to find historical records. Moreover, the web version of DeepSeek can also choose to switch deep reasoning and online search at any time. The DeepSeek in the nail has to be adjusted in the settings, which is too troublesome. rdquo;

In the multi-dimensional table of Flying Book, users only need to paste the requirements and background as a column of data, without having to adjust or call functions according to API templates. DeepSeek-R1 can fully automatically process the queue and generate high-quality content.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图7

Source: Twitter

Marvix, founder of Repenser lucider, spoke highly of Flying Book’s multi-dimensional table AI field shortcuts on social media platforms and configured his psychological knowledge base. The effect was amazing! Much better than Notion’s. The profile and life year are both generated by R1.& rdquo;

In addition to multi-dimensional tables, Flybook’s intelligent partner creation platform also supports the DeepSeek model. Users can call the DeepSeek-R1 model in the large language model node in Workflow or in knowledge Q & A. nbsp;  

For example, the medical industry customer management system built using the Feishu low-code platform + intelligent partner creation platform can realize intelligent business progress analysis, risk warning, etc. with one click, and can also intelligently match recommendations based on customer details and service records in the system. Services to customers.

Contrary to Dingbao and Feishu, corporate WeChat, which is also a collaborative office software giant, is cautious about DeepSeek. So far, it has not connected to the DeepSeek model, but it does not even have many AI functions.

Enterprise WeChat watching the fire from afar actually reflects the WeChat team’s consistent wait-and-see attitude towards new technologies. In the past few years, whether it is mobile payments, Short Video, or Live streaming eCommerce, WeChat has not entered the game immediately. Instead, it has waited until the development trend of the industry is clear before leaving the game in person.

From this perspective, corporate WeChat is not connected to the DeepSeek model, which largely shows that there is no clear commercial implementation scenario for AI technology.In this regard, Zhu Xiaohu said that DeepSeek is too new. No one has considered or seen such a product form. How to commercialize it is a question that needs to be considered. rdquo; 

However, combined with Flying Book’s exploration, improving the efficiency of office workers is obviously a clear direction for DeepSeek applications.As Feishu continues to explore the efficient application of DeepSeek in the office field and gradually seizes users ‘minds, it is worth looking forward to how corporate WeChat will follow up in the future.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图8

Seeing that DeepSeek is becoming increasingly popular, a number of mobile Internet software are unwilling to be lonely and have connected to the big model one after another. According to incomplete statistics from Spicy Chop Pepper, about 30 software products have been connected to DeepSeek.

Although there are many software that connects to DeepSeek, overall, the applications of these software to DeepSeek can be divided into two categories.One type is search software, is committed to exploring DeepSeek’s advantages in retrieving information, represented by nano-AI search, Mita AI search, and Zhihu Direct Answer;One type is vertical software, is committed to allowing DeepSeek to meet users ‘situational needs, focusing on QQ music, what is worth buying, and straight flush.

Zhu Xiaohu believes that after the big language model matures, the clearest Killer App is search, which is the same development path and at the same pace as the PC Internet. rdquo; Based on this, in the past few years, the search track has made waves again. Whether it is established search companies represented by Baidu and Google, start-ups represented by Minta, or security companies represented by 360, they have all increased their AI searches. nbsp;  

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图9

Left: Nano AI search; Right: Minita AI search

If we say that due to the different computing power of base models, the feedback results from major AI search engines were still high and low. With the access to DeepSeek, the search capabilities of major AI search engines have actually increased to the same level. Chop Pepper Spicy uses Nano AI search and Mita AI search to call DeepSeek to search for today’s box office of Nezha 2. As a result, these two major search engines can provide accurate information. nbsp;

Therefore, the next AI search for the main competition points in the industry may focus on product packaging and promotion. Against the background of convergence of base models, AI search products are likely to stand out only by virtue of product functional innovation reaching as many users as possible.

Unlike AI search products that need to retrieve massive amounts of information across the network, vertical applications are more one-sided in their application to DeepSeek due to the focus on a specific scenario and limited user needs.

For example, although the AI assistant integrated with DeepSeek-R1 in QQ Music is still a ChatBot, it focuses on guiding users to ask for celebrity information, music knowledge, and providing song content recommendations.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图10

Source: QQ Music

Spicy asked why Dao Lang’s new song caused tears?” rdquo; The AI assistant in QQ Music gave a detailed reply. However, when we asked about today’s box office questions about Nezha 2 that were not related to music, the AI assistant in QQ Music could still give accurate replies.

From this point of view, the AI assistant in QQ Music only makes a layer of musical product packaging for DeepSeek-R1. Since the AI assistant is placed in the first-level interface of QQ Music, it is indeed convenient to use, but compared with other DeepSeek products, it is not too differentiated.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图11

Left: Hornet’s Nest; Right: DeepSeek

Coincidentally, Hornet’s Nest also has a similar problem. On February 12, Hornet announced that its self-developed AI smart application was officially connected to the DeepSeek model. Chop Pepper Spicy asked Hornet Honeycomb AI and DeepSeek to officially recommend several Beijing Internet celebrities to take photos and check in places. As a result, the answers given by these two products were highly similar. Hornet Honeycomb AI did not combine high-quality content from its own community to provide higher quality answers.

Obviously, the current application of Internet software for DeepSeek is still at a relatively low-level stage. Search products do have certain imagination, but how to get rid of homogeneous competition is a major challenge that needs to be faced directly. Most vertical products are product-packaged for DeepSeek. Although they look different from the original DeepSeek, the actual experience does not bring much novelty.

Next,Internet software also needs to have in-depth insight into users ‘needs and forge stronger product power based on its own product characteristics and DeepSeek’s advantages.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图12

Similar to Internet software, recently, smart hardware such as mobile phones, cars, and glasses has also been scrambling to connect to DeepSeek. Taking the automobile industry as an example, according to incomplete statistics from Spicy, 20 automobile companies including Geely, Chery, and Dongfeng have officially announced that they will deeply integrate with DeepSeek in the field of intelligent cabin terminals or AI operations.

Many hardware companies have connected to DeepSeek, not only because they want to chase hot spots, but also because DeepSeek provides an opportunity to make up for the shortcomings of large models.

For hardware companies that operate Internet services, because they have accumulated considerable computing power and data, it is easy to develop large models. However, for pure hardware companies, it is quite difficult to create a self-developed large model due to the need to invest a huge amount of additional computing power, manpower, and data collection.

For example, in November 2023, Vice President of vivo Zhou Wei said that the annual investment cost of the vivo model is now as high as 2 – 3 billion yuan, with talents and equipment accounting for half, and the average talent cost is 1 million yuan after tax.

This also determines that the AI capabilities of different hardware companies are fundamentally different. Companies such as vivo, OPPO, and Xiaomi that have invested heavily in AI have already built self-developed models into their mobile phones. In contrast, mobile phones of second-tier brands such as Dianyin, Nokia, Gionee, and Philips have been slow to support AI.

fortunatelyDeepSeek is open source and has accidentally integrated the underlying model capabilities of major hardware companies.In this regard, Zhu Xiaohu said that if closed-source models are very expensive and have no obvious advantages in performance, why do people use closed-source models? rdquo;

However, after experiencing Chopping Pepper Spicy, I found that, similar to Internet products, most of the current smart hardware only integrates DeepSeek and does not deeply digest DeepSeek.” nbsp;  

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图13

Source: Glory Magic7 Pro

Taking the Glory Magic7 Pro as an example, Spicy Chop Pepper called up DeepSeek-R1 on the YOYO assistant and then asked it to shut down the background. As a result, it only checked the data on the Internet and replied to the method of shutting down the background on different devices.

 You know, the biggest selling point of the Glory Magic7 Pro is that it can only be done with one word from AI. It can control mobile phones, order coffee, travel planning and book tickets with one word from AI. After the introduction of DeepSeek-R1, the AI capabilities of the Glory Magic7 Pro have not been significantly broadened, and it is obviously unsatisfactory.

In fact, not only smartphones, but also smart cars have similar problems. “Bad Review” published an article saying that most car companies currently let DeepSeek get on the bus just to make the voice assistant speak more humanly. nbsp;  

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图14

Source: Ideal Car

Chop Pepper Spicy believes thatThe greatest significance of integrating intelligent hardware into the big model is not only reflected in the online humanized intelligent assistant, but also in realizing software and hardware interoperability.For example, ideal classmates in an ideal car can realize dozens of functions such as car control, navigation, and media control through dialogue, which can greatly improve user control efficiency and driving safety.

This may be one of the reasons why Ideal Car views DeepSeek cautiously. In an interview at the end of 2024, Li Xiang, CEO of Ideal Automobile, said that the artificial intelligence super product built by the base model will be a new generation portal, and it will be on all devices and services. rdquo; That’s why we have been making pedestal models, no matter how difficult it is, very determined.” rdquo;

At present, an ideal car with a base model does have certain comparative advantages, but as other car companies gradually digest DeepSeek, it will become unknown whether the former’s moat will gradually collapse.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图15

Because the business closed loop has not yet been opened, no matter DeepSeek companies, cloud service providers, Internet companies, or intelligent hardware companies, have actually achieved outstanding results through the DeepSeek model. However, a group of speculators with a keen sense of smell have already used DeepSeek to dig gold.

Chop Pepper Spicy found that a large number of DeepSeek related courses have appeared on platforms such as Xiaohongshu, Douyin, and Taobao, teaching how to localize DeepSeek, DeepSeek’s high-level instructions and prompts, and use DeepSeek to do self-media entrepreneurship. The prices of these courses are often tens of hundreds, or even thousands of yuan.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图16

 Source: Xiaohongshu

For example, on the Xiaohongshu platform, a course called “DeepSeek+KIMI+ Xiaohongshu (High-Awareness Self-Media Elite Community)” sells for 588 yuan, and 309 copies have been sold so far. Based on this calculation, the merchant has earned 181,700 yuan in this course alone.

However, some users who have purchased DeepSeek courses told Spicy that this thing has a proper IQ tax. They (merchants) grab some information from the Internet and sell it, and the things they teach are not systematic. I quit the group before I finished my class.& rdquo;

What’s more, some developers with programming capabilities have even developed fortune-telling software based on DeepSeek and sold it all over again.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图17

Source: 36kr

In an interview with China Business News, a technical person said that the best-selling software is currently the fortune-telling software, and orders have not been broken since the beginning of the first day of the first day. This kind of software only takes a week to develop, but the unit price can be sold for thousands of yuan, and the customized price starts at 10,000 – 20,000 yuan. rdquo;  

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图18

Source: DeepSeek

However, DeepSeek itself can actually tell fortune. After the Spicy experience of Chopping Pepper, I found that by entering your birth time, place of birth, gender, MBTI type and other information in DeepSeek, DeepSeek can analyze destiny and fortune in a targeted manner.

Obviously, most content creators or developers who currently rely on DeepSeek to generate revenue do not bring real value to users. Instead, they rely on poor information to provide emotional value to the anxious public and gain revenue. Referring to ChatGPT’s experience, as the anxiety caused by new technologies gradually eases and large-scale products gradually become popular, these speculative content creators and developers may fall silent.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图19

Overall, DeepSeek is now highly sought after in the AI industry, which is quite similar to Android’s experience in the mobile phone industry more than a decade ago. At that time, due to its open source advantages, Android subverted operating systems such as Symbian, Windows Mobile, and Danger OS, dominating the smartphone industry. Only the relatively first-mover iOS held its position with the help of the ecological moat.

100 products connected to VS giant encirclement and suppression: How far is DeepSeek from the “China version of Android”?插图20

Source: appbrain

However, it should be noted thatThe reason why Android has won the throne is not only open source, but also inseparable from rich ecological resources.Statistics from Distimo show that as of the end of 2010, the number of Android Market apps reached 120,000, a year-on-year increase of 544%. At this time, it was only about three years since Android was launched. Since then, more and more developers have joined the Android ecosystem to develop Android applications.

From this perspective,It is not so much that Android changed the world, but rather that it is an application based on Android that innovates functions, helping Android capture and retain a large number of users.

In contrast, although DeepSeek’s influence in the AI field is currently unmatched, the implementation scenario is too single.

Looking at the integration forms of cloud services, mobile applications, smart hardware and other products reviewed above and DeepSeek, ChatBot is the main focus. The problem is that users ‘massive fragmentation needs cannot be achieved through just one chat window. In this regard, Zhou Hongyi, founder of 360 Group, said that the failure of all large models on the market is that in the To C business, they only make chat robots, but chat robots are not the scenarios that users really need. rdquo;

In fact, this also explains why many companies are involved in AI search. Because search engines are the oldest Internet products, ChatBot, which is supported by the large model, is not only highly similar in shape to search engines, but also can feed back high-quality content based on demand, and has the potential to subvert search engines.

Outside of this, however, the commercialization prospects of large models are unclear. In this regard, in September 2024, when interviewed by “China Entrepreneurs” and talked about how to commercialize the large model, Wang Xiaochuan, founder of Baichuan Intelligent, said, I think there is a present but no future.” rdquo;

Even though DeepSeek has embarked on an open source path that is diametrically opposed to OpenAI, downstream developers still have not explored new Killer apps beyond ChatBot and search. From this perspective, DeepSeek has only achieved Androidization in terms of influence, and is far from Android in terms of application ecology.

Of course, Android did not achieve success overnight, but went through a long period of hibernation, continuously optimizing the user interface, improving adaptability, and reducing development costs, before it finally became a leader in the mobile operating system. Considering that DeepSeek has only been around for more than a month, it is too harsh to require its application ecosystem to be comparable to the current Android.

Next, if DeepSeek wants to become Android in the AI era, in addition to continuing to improve the underlying computing power, what it needs to do is actually to work with developers to explore new application scenarios and bring more tangible use to users. value.

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