DeepSeek being integrated on various OEM phones and PCs. The dominance of DeepSeek models in China is complete.
This is quite interesting, especially for the speed of the process.
IMHO what we are witnessing is a kind of
Android moment for Chinese AI.
This is a model Chinese companies know very well already because, apart from Huawei, all the other smartphone companies customize their OS on a semi-open Android.
The advantages in terms of efficiency are clear: base research and training is up to DS, customization and inference to all the others.
Here the bet of Chinese ecosystem is that:
1. DeepSeek keeps improving with relatively short cycles (say few months from one version to the next)
2. DeepSeek keeps the sources open, well documented and free to use
The fact that DS, differently from Android, is a fully 100% Chinese company, IMHO makes the "bet" more reliable. I would not be surprised if somehow big Chinese tech companies got assurance that the above points will be kept also in the future...otherwise this sudden jump on DS bandwagon with the implicit give up of homegrown efforts (with related many $$ of investments already done) is not so straightforward to explain.
This possible split of workload is critical and
very strategical in a GPU poor reality like China today in 2025. That's why I'm inclined to guess that there is some form of orchestration going on behind the curtain....the amazing speed and breath of the process is a bit suspect.
I'm not Chinese, so I don't have the cultural background to read too much in that, but IMHO the careful pictured meeting between DS boss and China #2 Li Qiang bears some kind of sign for who can understand it.