DeepSeek：薛定谔式“凉”了？

Core Viewpoint - The article discusses the recent decline in the usage and market share of DeepSeek, questioning the validity of the reported statistics and emphasizing the importance of considering third-party API usage in evaluating its performance [2][4][10]. Summary by Sections Market Share and Usage Statistics - Reports from Semianalysis indicate that DeepSeek's market share has dropped to below 5%, with a significant decline noted since January [4][10]. - The statistics cited by Semianalysis primarily focus on the official API usage, potentially overlooking significant third-party integrations and deployments [10][12]. Third-Party API Usage - DeepSeek's third-party API calls have reportedly increased nearly 20 times since the release of versions V3 and R1, indicating sustained interest from developers [11][12]. - The article argues that the decline in official API usage does not reflect the overall demand for DeepSeek, as many applications integrate it without being captured in the official statistics [10][12]. Comparative Performance - Data from OpenRouter shows that DeepSeek V3 has a tokens consumption of 378 billion, ranking it third behind Claude Sonnet 4 and ahead of Google’s Gemini [17][22]. - Despite a decline in market share, DeepSeek maintains over 50% of the domestic B-end demand, indicating its strong position in the market [33]. User Preference and Community Engagement - A survey by Artificial Analysis found that 53% of respondents still prefer DeepSeek, placing it fourth among AI product providers [39]. - DeepSeek-R1 continues to lead in popularity on platforms like Hugging Face, indicating strong community support despite market fluctuations [44]. Industry Context and Future Outlook - The rapid evolution of AI technology suggests that a decline in DeepSeek's market share may not indicate a loss of relevance but rather reflects the dynamic nature of the industry [49]. - The article highlights the importance of open-source contributions from DeepSeek in promoting AI equity, contrasting it with other companies that are moving away from open-source models [49][50].