Recently, the AI upstart DeepSeek has rapidly swept the internet with its "China speed," becoming a phenomenal app. Companies across numerous industries have announced their integration with DeepSeek, including cloud services, fintech, artificial intelligence, healthcare, smart cities, media, and communications. As its influence continues to expand, DeepSeek's reach has also extended to the LED industry.
Leyard, Unilumin Technology, and others have successively announced their integration with DeepSeek.
On February 10th, Leyard announced that its LYDIA motion model, based on Leyard Virtual Motion Points, has been officially integrated into DeepSeek. This integration further upgrades LYDIA's capabilities in recognizing, perceiving, understanding, and generating spatial motion data, particularly enhancing motion accuracy and effect.
Leyard stated that in the future, the LYDIA motion model will continue to support industries such as film and television, gaming, cultural tourism, exhibitions, and embodied intelligence. With the integration of DeepSeek, LYDIA's ability to understand long texts, literary expressions, and professional terminology has been enhanced, bringing a more accurate and efficient AI application experience to users across various industries. Currently, LYDIA can perform deep reasoning on the purpose of describing actions, achieving optimization and improvement of the generated action effects. The upgraded LYDIA exhibits more human-like performance in terms of motion accuracy, subtlety, and richness, especially in its feedback on long and complex action descriptions, further enhancing its motion generation capabilities.
On the same day, Unilumin Technology also announced that its Agent platform has integrated DeepSeek V3 and R1 models. Based on DeepSeek R1, Unilumin Technology can build multi-Agent educational scenarios with knowledge depth and rich guidance. In practical applications, the company will optimize the selection by comprehensively considering the strengths of different models and multiple weights to ensure low cost, high quality, and fast response.
Previously, Tuya Smart, a smart lighting company, also announced the integration of DeepSeek's large model capabilities into its AI hardware ecosystem, promoting the integration of AI functions and intelligent upgrades of its smart products. Through DeepSeek's efficient inference and low-latency response, Tuya's hardware devices, such as central control screens and speakers, can achieve more natural voice interaction and accurate scene understanding.
It's worth noting that Sunshine Lighting is also associated with DeepSeek. On October 13, 2021, Sunshine Lighting invested RMB 300 million of its own funds in the Huanfang 500 Index Enhanced Xinxiang No. 18 Private Equity Investment Fund, issued by the private equity giant Huanfang Quant. DeepSeek itself was conceived by Huanfang Quant.
Why are various sectors actively integrating with DeepSeek?
DeepSeek, officially known as Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd., was established on July 17, 2023. It is dedicated to refining precise data through data distillation technology. Two weeks ago, it released DeepSeek-R1, a domestically developed open-source large-scale model, whose performance in tasks such as mathematics, code, and natural language reasoning is comparable to the official version of OpenAI-O1.
More importantly, DeepSeek-R1 utilizes more economical computing resources, with inference costs only a fraction of those of OpenAI-O1. The open-source nature of this model significantly reduces the cost of developing AI applications across various industries, promoting innovation and widespread adoption of large-scale models. This is the core reason for DeepSeek's rapid rise.
According to the latest research from TrendForce, DeepSeek's recent releases of AI models such as DeepSeek-V3 and DeepSeek-R1 will prompt end customers to more carefully evaluate the rationality of investing in AI infrastructure in the future, and adopt more efficient software computing models to reduce their dependence on hardware such as GPUs.
In summary, DeepSeek's rapid rise has brought innovative opportunities for AI applications across various industries, particularly excelling in the cost-effectiveness and efficiency of its open-source large models. By optimizing computing resources, DeepSeek not only improves inference efficiency and accuracy but also provides low-cost, high-performance AI technology solutions for various industries.
What impact will DeepSeek have on the LED display industry?
Since 2024, the integration of AI and Mini/Micro LED has become closer, driving innovative applications in multiple fields. AI+Mini LED backlighting technology has optimized TV picture quality; AI+Micro LED has brought new value to AR glasses; and the fusion of AI and Mini/Micro LED has also promoted the widespread application of LED displays in education, conferences, home theaters, and other fields.
Against this backdrop, building an AI ecosystem is particularly important for the development of LED display companies. To keep pace with AI technology, an increasing number of LED display companies are actively implementing strategic plans.
For example, Leyard has made deep investments in the fields of AI and spatial computing, Unilumin Technology is accelerating its "LED+AI" technology integration strategy, and its AI interactive products were recently launched on JD.com. Leyard Optoelectronic recently showcased its original AI pixel engine technology, which applies AI algorithms to the field of Micro LED displays.
In the future, the development of AI will no longer be an isolated phenomenon, but rather a process of ecological symbiosis. With the continued development of advanced technologies such as DeepSeek, the intelligent transformation of the LED industry will be further accelerated, bringing more new business opportunities and innovative applications.
In terms of technological empowerment, DeepSeek's multimodal models (such as DeepSeek R1) can automatically generate advertising copy and video scripts, which are then updated in real time on LED displays, reducing labor costs and improving efficiency. Its FP8 low-precision computing optimization technology and MLA accelerator enhance data processing capabilities, making it suitable for high-concurrency scenarios such as synchronized sports scores.
In terms of application scenarios, DeepSeek supports smart conferencing and virtual presentations, enabling immersive remote collaboration experiences when combined with LED displays. Furthermore, DeepSeek's spatial computing technology brings innovation to film and entertainment and smart retail, such as dynamic scene switching and personalized advertising in full-frame LED cinemas.
DeepSeek can also significantly improve model quality while reducing unit costs, potentially alleviating the computational burden and allowing participants to use relatively less hardware and at relatively low cost. For example, in the field of AR smart glasses, with the accelerated iteration of AI models, breakthroughs are expected in real-time translation, educational interaction, and emergency scenario applications, which will greatly promote the rapid development of AR smart glasses.
According to TrendForce's "2024 Near-Eye Display Market Trends and Technology Analysis" report, the AR device market is expected to reach 25.5 million units by 2030, with Micro LED's market share projected to increase to 44%. Therefore, the rapid development of AR smart glasses will further drive the demand for Micro LED technology.
Furthermore, with the rapid development of DeepSeek, it is expected to attract more capital into fields such as smart displays, thereby accelerating the penetration and application of LED technology in various industries and driving the entire industry towards greater intelligence and efficiency.
Summary <br /> When the DeepSeek technology wave converges with the LED industry, this transformation has transcended simple technological upgrades, reshaping the value distribution logic of the entire display ecosystem. Companies that have positioned themselves early are poised to gain a competitive edge in this rapidly evolving market, both in terms of technology research and development and market expansion, thereby securing a larger market share. (Text: Mia)
