Several mobile phones are now integrated with DeepSeek, and consumer electronics manufacturers are actively developing large models.

Recently, several consumer electronics manufacturers, including Huawei, OPPO, and Honor, announced that their mobile phones and other products have been integrated with DeepSeek. The reporter visited several mobile phone stores and found that consumers' acceptance of the new feature is generally high. Industry insiders said that the deep integration of AI and consumer scenarios is reshaping the consumption logic, not only driving the consumption market but also expected to further promote the intelligent upgrade of consumer electronics products.

In an OPPO store in Beijing, a store clerk told the reporter that the newly released OPPO Find N5 has attracted consumers' attention, especially its voice assistant Xiaobu has been integrated with the full-blooded version of DeepSeek-R1. Many consumers who come to the store will actively ask to try it.

The reporter also saw in a Honor store that the default display interface of many computers and mobile phones showed the promotion of DeepSeek's integration. The clerk said that the attention to DeepSeek's integration is high, and the store is actively promoting it. "Before, many customers who came to the store would choose to open games to test the phone's performance. Recently, some customers will deliberately try AI functions, and even some customers will bring their children to try AI tutoring. Overall, those who pay attention to AI assistants are mainly young people."

In fact, not only mobile phone products, smart glasses, headphones and other more consumer electronics products are also expected to benefit from the application of large models such as DeepSeek. A research report from Dongguan Securities pointed out that AI wearable devices rely on their advantages such as being close to the body, natural interaction and portability to become one of the best scenarios for the deployment of AI on the terminal side. For example, third-party institutions expect that the penetration rate of AI+AR smart glasses will reach 70% by 2035, which is equivalent to the size of smartphones, bringing new growth points for related SOC chips and storage vendors.

A research report from Wanlian Securities pointed out that DeepSeek can be deployed at the terminal side at a low cost, and various terminal manufacturers are actively integrating DeepSeek, integrating intelligent assistants and enhancing AI functions. The AI wave is continuously advancing, and with the solidification of hardware foundations, the decline of model deployment costs, and the flourishing of application ecosystems, the deployment of AI on the terminal side is expected to accelerate, driving the growth of the consumer terminal market such as AI phones and AIPC. With the active integration of various brand manufacturers, the AI product application ecosystem is expected to be further improved. In the future, it may form a cooperation model of providing a bottom layer of open models, and brand manufacturers design demand scenarios and expand model vertical capabilities.

China Academy of Social Sciences' Institute of Finance and Strategic Research researcher Zhang Yingxi said in an interview that with the empowerment of new technologies represented by artificial intelligence and big data, the market is constantly emerging with new products, new scenes and new experiences. The future AI+consumer scenario innovation field is worth paying attention to and is expected to drive the continuous development of the consumption market.