DeepSeek-OCR技术深度剖析：长文本处理的光学压缩路径与产业应用前瞻

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies involved in the DeepSeek-OCR technology. Core Insights - DeepSeek-OCR technology offers a new approach to long-text processing by mapping text into high-resolution 2D images and compressing them into visual tokens, achieving approximately 97% decoding accuracy at a 10x compression ratio and maintaining about 60% accuracy at a 20x compression ratio [1][9] - The technology is particularly advantageous for processing structured information such as tables and charts, which can significantly reduce computational and memory resource consumption in long-document scenarios [1][9] - DeepSeek-OCR represents a shift from traditional long-text processing methods that focus on expanding context windows to a more efficient "compress-then-decompress" model, allowing for lower computational loads [2][10] Summary by Sections Technology Overview - DeepSeek-OCR utilizes a model with approximately 57 billion parameters to reconstruct text from compressed visual tokens, demonstrating high accuracy even under extreme compression conditions [1][9] - The technology aligns with the "pixel-unified input" paradigm, facilitating the processing of heterogeneous information types [1][9] Comparative Analysis - DeepSeek-OCR and other models like ChatGPT/Gemini represent different technical approaches: DeepSeek focuses on high-density storage through compression, while ChatGPT/Gemini expands context windows for immediate access [4][12] - The two approaches complement each other, with DeepSeek-OCR being more efficient for low-cost long-context memory storage, while large-window models are better suited for detailed reasoning tasks [4][12] Application Strategy - The report suggests using lower compression rates for critical content to preserve detail and higher rates for less critical background information, enhancing overall efficiency [3][11] - DeepSeek-OCR is expected to find early large-scale applications in document-heavy fields such as financial reporting and scientific literature [3][11] Industry Context - The report highlights the evolution of AI in China, noting that DeepSeek's innovations are gaining international recognition, although U.S. companies still hold advantages in systemic capabilities [6][14] - The focus is shifting from raw computational power to architectural insights and product engineering capabilities, indicating a path for differentiated development in the industry [6][14]