DeepSeek行业点评1：加速AI端侧落地，看好端侧SoC、存储和苹果链

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The release of DeepSeek's R1 model and subsequent multimodal model enhances the deployment of AI capabilities on the edge, with significant improvements in inference performance compared to existing models like OpenAI's [3][4] - The launch of large AI models by DeepSeek is expected to facilitate the integration of AI functionalities in consumer electronics, enhancing user experience and competitive advantage for manufacturers [4] - The demand for storage capacity is anticipated to increase due to edge AI applications, benefiting companies in the storage sector [5] Summary by Sections Industry Overview - The report highlights the rapid advancement of AI technologies, particularly in edge computing, with a focus on the capabilities of DeepSeek's models [3][4] Key Players - Key companies involved in low-power SoC chips include Hengxuan Technology, Chipsea Technology, and others, while high-performance SoC companies include Rockchip, Amlogic, and Allwinner Technology [5] - In the storage sector, companies like Zhaoyi Innovation and Beijing Junzheng are positioned to benefit from the increased demand driven by edge AI [5] Market Trends - Domestic smartphone manufacturers are increasingly adopting edge AI functionalities, which is expected to drive competition and innovation in the market [4]