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DeepSeek captures Huaqiang North

Wen| Zhi-ji

The dusk folds dark red ripples on the glass curtain wall of the Saige Building, and the modified shop at the end of the corridor on the second floor shines with blue light. Industrial fans do not rest at 2 a.m.. The performance of the modified 4090 graphics card is comparable to that of the H200. The shop owner is trying to make the world’s shocking China model run on his server.Five hours later, the DeepSeek R1 tab finally popped up on the screen.

At the main street corner of Huaqiang North Pedestrian Street, the newly built drone experience hall is full day by day. Testers in the back bank conduct test flight testing on each drone; robot dogs in front of the door are paying New Year greetings to the robots, and people are gathering around the lively road. In the middle of the road, watch the Ushu G1 robot, which has just been on the Spring Festival Gala, perform a back flip.

DeepSeek captures Huaqiang North插图

“DeepSeek, Kimi, and bean buns can all be picked up. At first, AI pets made in Japan cost more than 2000 yuan. Now the average price of AI toys will not exceed 300 yuan. All of them are on the first floor of Manha.” rdquo; A humanoid robot manufacturer told us that except for their different appearance, these toys are almost the same.” ldquo; The cost should be only a few dozen yuan.

A supply chain merchant told us: There are several buildings in Huaqiang North Li that are owned by Huaqiang Group, listed companies, and other companies. They are equivalent to renting houses to merchants, and they also have manufacturing, industrial chain businesses, and integrated industrial chain capabilities, matchmaking large orders for trade. The forced withdrawal of the cabinet should be promoted by the group.& rdquo;

The shop owner squatted behind the checkout counter and introduced the chip configuration of the glasses to every buyer who came and went. On the shelf behind him, AI translators had seventy-two languages, and AI toys enthusiastically invited people to talk.

This is Huaqiang North.

If Huaqiangbei was only surrounded by AI at the end of last year, after a large model tornado blew up at DeepSeek in February this year, Huaqiangbei began to make drastic changes, moving from face to inside.

Magic modification 4090,Running DeepSeek

Recently, a batch of modified 4090 graphics cards suddenly appeared on social platforms, idle fish and some buyer groups in Guangzhou. Sellers can be said to be running DeepSeek with a single card, and they do not pick the system or the driver.

DeepSeek captures Huaqiang North插图1

If two 4090s (about 50,000 yuan) can deploy DeepSeek R1, the reasoning cost will be saved by millions.

More importantly, once consumer-grade graphics cards can support large model deployment and reasoning, it will greatly open up the space for large model reasoning computing power and alleviate the problem of insufficient computing power resources to a certain extent.

According to Zhihe’s understanding, most of these modified graphics cards were shipped from Shenzhen, and confirmed to some stores in Huaqiang North that the graphics cards were indeed being modified in batches and sold to the public.

But this is not Huaqiangbei’s latest invention.

On February 10, the KTransformers open source project released by Tsinghua University’s KVCache.AI team in conjunction with Qujing Technology announced an update: a 4090D with 24 GB video memory can run the 671B full-blood version of DeepSeek-R1 and V3 locally. The maximum preprocessing speed can reach 286 tokens/s, and the maximum inference generation speed can reach 14 tokens/s.

By deeply exploring hardware performance and simultaneously calling CPU and GPU to perform computing tasks, resource limitation problems are solved, a large model with low memory is implemented, and locally deployed resource limitations are broken.

The DeepSeek R1 full-blood version is a very large size model with 671B parameters. Normal deployment requires 1200G of video memory and requires 8 cards A100 servers to drive it. The hardware cost starts at one million yuan per minute. After using KTransformers, you can ideally achieve 14G of video memory +382G of memory, and you can run the DeepSeek R1Q4_k_M model, and you can win it without more than 50,000 yuan at most.

After a detailed analysis of the cost of the solution, a user on Github said that the local operation of the R1 model can be achieved as long as it is less than 70,000 yuan (4090D), which is more than 95% cheaper than the price of the A100/H100 server, which is 2 million yuan.

However, this seemingly high-value technology is particularly difficult to implement. Since KTransformers needs to deeply explore the computing performance of the hardware, deployment and call involve a lot of operations at the bottom of the hardware. The barriers to project deployment and use are very high. If you are careless, tens of thousands of 4090s will be completely scrapped.

Simply put: In theory, the transformation can be successful, but it needs to be refined by people who understand the underlying hardware, otherwise it’s better to not.Change.

This is the comfort zone of the old masters in Huaqiangbei.

At present, Huaqiangbei sells it to the public in the form of dual-card 4090 servers. There are two spare card slots that can be added later, and a three-year warranty for free technical support for life. We consulted a small and micro enterprise that had purchased the server for local deployment, and the other party said that it was highly stable and there were no problems at present.

On the fifth floor of the SEG Communications Building, no matter how bad mobile phones, computers and electronic equipment are, the old master can rejuvenate it. Now, some of them have also been transformed into providing infrastructure for the new generation of AI software. In the past week, brokers have also added related products to their demand lists.

DeepSeek triggered high growth in inferential computing power. Without high-performance GPUs, various parts of the country launched a technological guerrilla war through software and hardware innovation.

China has its own CES 

In the previous era, Huaqiangbei was proud of not only its technical strength, but also its mature supply chain system.

Walking on the pedestrian street in the center of Huaqiang North, it’s best to catch a day when it doesn’t rain. You will find that this is China’s local CES (International Consumer Electronics Exhibition). Every corner is filled with novel electronic products, and every building is a miniature exhibition.

Huaqiang North’s rapid transformation into an AI hardware center stems from its strong supply chain strength. It brings together the complete electronic industry chain from chips and circuit boards to various sensors. Almost any new hardware can find the required parts here, forming a one-stop production and service system.

“This is the advantage of being in Shenzhen. As long as something made by others, I can reproduce it in less than 7 days at the lowest cost. rdquo; A merchant who has been in business for ten years proudly said that integrating a microphone, speaker, battery, and display screen into an IC module costs only more than 30 yuan. Then write a piece of software and find some open source solutions from the Internet to put them in. Basically, they don’t cost any money, and some pay only tens of yuan. rdquo;

This efficient supply chain response ability allows Huaqiangbei to quickly follow up on any hardware craze. It only takes a few weeks from design to mass production, and the speed at which ideas are turned into reality is staggering.

AI toys that were amazing last year have been seen everywhere in Huaqiang North this year. Every building has corresponding products, and the price has dropped from the initial thousands of yuan to several hundred yuan. Looking at the dazzling array of AI products, a senior electronic product seller explained: Such consumer-grade products actually have no technical content. Entrepreneurs outside are said to be magical, but they all come to Shenzhen to build a supply chain. The chip is combined with the Lexin ESP from a few years ago,For more than ten yuan each, you can get it done。& rdquo;

From translators, smart speaker, smart headphones to various interactive toys that support DeepSeek, merchants in Huaqiangbei have long standardized AI technology.They have even developed standardized AI modules that integrate microphones, speakers, and batteries, which can be quickly assembled into various forms of AI products. These low-cost, fast-iterative AI devices not only satisfy the public’s curiosity about new technologies, but also provide merchants with an excellent opportunity to test the market and accumulate experience.

DeepSeek captures Huaqiang North插图2

But simple consumer hardware is not enough to satisfy Huaqiangbei’s ambitions. With the accumulation of technology and market expansion, Huaqiangbei’s eyes have turned to the more challenging fields of drones and robots. This is a natural advance in the AI hardware revolution: from simple voice interactions to complex autonomous flights to anthropomorphic robotic systems.

“In the past, Huaqiangbei delivered goods in the early morning, and the cargo warehouse was full of balance vehicles. Now, drones are flying in the sky in the middle of the night. rdquo;A logistics person in charge said that Shenzhen is the city with the best low-altitude economic policies in the country. Even the old man can be seen playing drones in the square. rdquo; At 1 a.m., shippers are busy in the warehouse, packaging drones and the latest AI hardware and sending them to cargo ships that are about to sail overseas.

From the perspective of mechanical manufacturing, drones and robots have many things in common. They also require sensing hub modules, edge computing chip capabilities and power systems (batteries, motors). Huaqiangbei’s supply chain advantages are fully utilized in these areas, allowing more complex AI hardware to be quickly iterated and mass-produced.

Especially after the Yushu Technology robot registered for the Spring Festival Gala, a trend of robot parading was instantly blown on the streets of Shenzhen. These humanoid robots more than one meter tall have become the focus of various activities and have also become a symbol of Huaqiangbei’s new round of technological innovation.

“I ordered two Ushu G1s (three models with a height of one meter) in November last year. The price of 99,000 each can now be sold for 20w. The first batch is sold overseas in addition to channel dealers. rdquo; A merchant specializing in robots recalled that many leaders now need humanoid robots to accompany them to speak on stage. At the best time, they can rent them for 10,500 days, and in the off-season, they can rent them for 6000 a day.” rdquo; From consumer-grade AI products to high-end robots, Huaqiangbei demonstrates a complete advancement path for China’s manufacturing industry. nbsp;

Today, Huaqiang North is in a critical transition period from an electronic parts distribution center to an AI hardware innovation center: Manha Mall has been fully transformed into an AI and drone base, and traditional counters have all been renovated; traditional markets such as SEG and Huaqiang Electronics are accelerating Adjustment, placing AI products in the most conspicuous position; there are still some areas that are still waiting to see, but the pressure of change can also be felt.

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