中国开源AI模型崛起，占全球份额15%

Core Insights - Chinese companies' generative AI is projected to capture approximately 15% of the global market share by November 2025, a significant increase from 1% a year prior [2][3] - The rise of open-source models like DeepSeek and Qwen (千问) is notable, with 40% of Chinese AI models being utilized for advanced tasks such as programming and design [3][5] - Japan's reliance on Chinese open-source models for AI development poses risks, as changes in model rules could abruptly affect development and usage [5][6] Group 1 - The global market share of Chinese generative AI is expected to reach 15% by November 2025, up from 1% a year earlier [2] - The average market share of Chinese open-source AI from November 2024 to November 2025 is projected at 13%, a significant rise from 1.2% at the end of 2024 [2] - In some weeks, the market share of Chinese open-source AI has reportedly reached as high as 30% [2] Group 2 - DeepSeek's model "R1," released in January 2025, has gained attention for its high performance at a low cost [3] - DeepSeek ranks 9th among 92 models in the AI model scoring published by NIKKEI Digital Governance, making it the top open-source model, surpassing Google's and OpenAI's models [5] - Six out of the top ten models developed by Japanese companies are based on DeepSeek and Qwen [5] Group 3 - Japan's Ministry of Economy, Trade and Industry has included support policies in the 2026 budget to develop domestic open-source models, aiming for a scale of 1 trillion yen over five years [5] - The ability to integrate various data types, such as images and voice, is essential for Japanese AI to compete with Chinese and American models [6] - The increasing performance requirements for AI in business settings highlight the growing challenges faced by Japanese developers [6]