---
title: "IDC: It is expected that DeepSeek will significantly drive growth in the terminal market and accelerate the market penetration of AI terminals"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/230758575.md"
description: "IDC predicts that DeepSeek will significantly drive growth in the terminal market, especially in the next 2-5 years. This AI application promotes the intelligent upgrade of terminal devices through open-source features and efficient computing power optimization, enhancing voice interaction and automation control capabilities. It is expected that in the Chinese market, the shipment volumes of PCs, tablets, and smartphones will achieve compound annual growth rates of 2.6%, 1.0%, and 1.3%, respectively. DeepSeek will also promote the construction of the edge AI ecosystem, improving device compatibility and adapting to various hardware"
datetime: "2025-03-06T03:57:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/230758575.md)
  - [en](https://longbridge.com/en/news/230758575.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/230758575.md)
---

# IDC: It is expected that DeepSeek will significantly drive growth in the terminal market and accelerate the market penetration of AI terminals

According to the Zhitong Finance APP, IDC has stated that DeepSeek, as an AI application with breakthrough technology, is driving the intelligent upgrade of terminal devices through its open-source characteristics and efficient computing power optimization, bringing new momentum to future terminal technology innovation and market growth. The impact of DeepSeek on the terminal market scale is expected to play a significant driving role in the next 2-5 years, as terminal manufacturers are increasingly integrating DeepSeek. The intelligence level of their terminal devices will achieve smoother voice interaction and smarter automated control through natural language processing and multimodal reasoning capabilities, accelerating the implementation of AI terminal applications.

**IDC Observations and Key Points**

**1\. The impact of DeepSeek on the terminal market scale is expected to play a significant driving role in the next 2-5 years**

IDC's latest data predicts that in the Chinese market, the compound annual growth rates for PC, tablet, and smartphone shipments will be 2.6%, 1.0%, and 1.3% respectively over the next five years. With terminal manufacturers such as Huawei, Lenovo (00992), Honor, OPPO, and vivo increasingly integrating DeepSeek, the intelligence level of their terminal devices will achieve smoother voice interaction and smarter automated control through natural language processing and multimodal reasoning capabilities, accelerating the implementation of AI terminal applications.

**2\. DeepSeek facilitates the unification of underlying models for edge deployment, promoting the construction of edge AI ecosystems through enhanced compatibility**

With its lightweight advantages, DeepSeek can better adapt to the limited hardware resources of terminal devices compared to the cloud, reducing the storage and computing requirements of models, and providing more possibilities for the unification of underlying models for terminal devices. Through model optimization, software-hardware collaboration, and cross-platform adaptation, DeepSeek significantly enhances the compatibility of edge deployment for terminal devices. Additionally, its lightweight version can adapt to various hardware from low-end to high-end chips, further promoting the construction of edge AI ecosystems.

**3\. DeepSeek will promote the scenario-based development of terminal devices, especially in mobile office, education, and gaming scenarios**

As a powerful multimodal AI model, DeepSeek is having a profound impact on the office, education, and gaming scenarios in the terminal market. In mobile office scenarios, DeepSeek, integrated into terminal devices, significantly enhances the intelligence level and efficiency of office software, including but not limited to grammar correction, document content generation, information organization, and meeting schedule management. In education and learning scenarios, DeepSeek, through the combination of terminal devices and software platforms, can help achieve personalized learning paths, automatic homework grading, virtual laboratory creation, and intelligent question bank management. In gaming scenarios, DeepSeek's multimodal interaction capabilities can provide players with a richer gaming experience; it can also be used in the game development process to help developers quickly generate game content and optimize game design **4\. DeepSeek drives down the development costs of large models, accelerating the market adoption of AI terminals**

The open-source nature and low-cost high-performance advantages of DeepSeek have significantly lowered the entry barriers for enterprises into the AI terminal field. In particular, small and medium-sized enterprises can quickly access and apply DeepSeek models without the need to assemble large technical teams or purchase high-end hardware. The entry of more participating vendors into the AI terminal field is conducive to bringing more technological innovations to the market. Additionally, the rise of DeepSeek has led the industry to lower the charging standards for AI models, and this price reduction not only decreases the development costs of terminal devices but also accelerates the popularization of AI technology.

**IDC China Research Director Pan Xuefei believes** that DeepSeek supports multimodal interaction and efficient inference, which can significantly drive the AI upgrade and market adoption of more intelligent terminal devices by reducing the development costs of large models and optimizing edge deployment technology. Especially in terminal devices such as smartphones, smart speakers, home appliances, PCs, and smart glasses, the lightweight and optimized edge deployment advantages provide users with a more natural interaction experience through multimodal interaction methods such as voice and images

### Related Stocks

- [DPSK.NA](https://longbridge.com/en/quote/DPSK.NA.md)
- [HUAWEI.NA](https://longbridge.com/en/quote/HUAWEI.NA.md)

## Related News & Research

- [‘I no longer knew how to work without it’: DeepSeek outage cuts off millions](https://longbridge.com/en/news/280959626.md)
- [DeepSeek Goes Back Online After Overnight Technical Issue](https://longbridge.com/en/news/280959452.md)
- [Assessing Fortum (HLSE:FORTUM) Valuation After New European Nuclear Fuel Supply Agreement](https://longbridge.com/en/news/282423964.md)
- [Plasma (XPL) - Token Unlock - 25 November 2026](https://longbridge.com/en/news/282426529.md)
- [Iran's Tasnim: Strait of Hormuz remains point of 'serious disagreement' in Islamabad talks](https://longbridge.com/en/news/282423936.md)