2026年美中AI市场竞争态势与DeepSeek的突围-英文版.pptxVIP

U.S.-China

Competitionfor

ArtificialIntelligence

Markets

AnalyzingGlobalUsePatternsofLargeLanguageModels

ResearchReport

Summary

AstheUnitedStatesseekstomaintainitsleadershipinartificialintelligence(AI),understandingglobaladoptionpatternsofU+S+versusChinesemodelsprovidesinsightsintotheevolvingAI

landscape+Inthisreport,weanalyzewebsitevisitstomajorU+S+andChineselargelanguagemodels(LLMs),identifyregionsinwhichChinesemodelshavegainedtraction,examinetheDeepSeekR1disruption,andexplorekeydriversofmodeladoption+

KeyFindings

MarketGrowthandU.S.Dominance

ThefollowingkeyfindingsarerelatedtomarketgrowthandU+S+dominance:

•GlobalLLMuseisgrowingrapidly;sitevisitstomajorLLMplatformsincreasedthreefoldfromApril2024toAugust2025,risingfromanestimated2+4billiontonearly8+2billionmonthlyvisits+

•U+S+modelshavemaintainedoverwhelmingmarketdominanceandcapturedapproximately

93percentofglobalLLMsitevisitsinAugust2025+

TheDeepSeekDisruption

DeepSeekR1,apopularChina-BasedLLM,waslaunchedinJanuary2025+Followingitsrelease,

•SitevisitstoChina-basedLLMsincreasedby460percentinjusttwomonths+Theriseof

DeepSeekdidnotcannibalizetraffictootherChinesemodels,whichcontinuedtheirupwardtrajectoriesthroughout2025+

•ChineseLLMs’globalmarketsharesurgedfrom3percentto13percentintwomonths,

mostlycarriedbyDeepSeek,evenasthewebsitetrafficforU+S+LLMscontinuedtoincreasesteadilyduringthisperiod+

•Chinesemodelscapturedmorethan10percentpenetrationin30countriesand20percentofmarketsharein11countries+Gainsweremostpronouncedindevelopingcountriesand

countrieswithclosepoliticalandeconomictiestoChina+

DriversofModelAdoption

Weassessthreefactorsthatmayinfluenceglobalusers’choicesbetweenLLMofferings:model

pricing,supportfor