China's Generative AI DeepSeek Expands Global Market Share Amid Data Leak Concerns

China's generative AI application DeepSeek is causing a major stir in the global AI market by delivering performance similar to OpenAI's ChatGPT at a low cost. DeepSeek's AI assistance app has surpassed 1.2 million weekly users domestically, ranking second after ChatGPT. Notably, DeepSeek's latest model, 'R1,' has outperformed OpenAI's 'GPT-4' in some performance tests, astonishing Silicon Valley and the global AI industry. Additionally, DeepSeek is rapidly growing, overtaking ChatGPT to secure the top spot on the U.S. Apple App Store and Google Play Store. However, concerns about information leakage due to it being a Chinese-made AI are being raised, leading some companies and government agencies to block access to the DeepSeek app or review its privacy policies.

1. The Rise of DeepSeek: Detailed Information
Performance and Technological Capability:

• DeepSeek's latest model 'R1' has shown superiority over OpenAI's GPT-4 in some performance tests, especially demonstrating excellent performance in natural language processing (NLP) and conversational AI fields.
• By developing high-performance AI models at low cost, DeepSeek is gaining attention not only within China but also in the global market.

Market Share and User Base:

• Achieved 1.2 million weekly users domestically, ranking second after ChatGPT's 4.93 million users.
• Rapidly growing in the global market by overtaking ChatGPT to become number one on the U.S. Apple App Store and Google Play Store.
• Recorded 16 million downloads in 18 days after launch, significantly surpassing ChatGPT's 9 million downloads during the same period.

Competitiveness:

• DeepSeek is strengthening China's AI ecosystem through its low-cost, high-efficiency models, securing competitiveness in the global market based on this foundation.
• It is growing rapidly by leveraging China's vast data resources and technological infrastructure.

Concerns About Information Leakage:

• Being a Chinese-made AI, concerns about information leakage and personal data protection are being raised.
• Some companies and government agencies are blocking access to the DeepSeek app or conducting security reviews of its privacy policies.

2. Analysis of the AI Market Situation

Global AI Market Competition Structure:

• While OpenAI's ChatGPT is leading the generative AI market, China's DeepSeek, Luytun, and AI Dot are rapidly growing and strengthening their competitiveness.
• Microsoft's Copilot and Google's Claude are also expanding their market shares.

Growth of China's AI Market:

• China is spurring AI technology development based on proactive government support and vast amounts of data.
• Chinese AI companies, including DeepSeek, are making significant strides in the global market through low-cost, high-performance models.

Information Security Issues:

• Along with the rapid growth of Chinese-made AI, issues of information leakage and personal data protection are emerging as major concerns.
• There is a high possibility of strengthened security reviews and regulations on Chinese AI solutions, especially in the U.S. and Europe.

Future Outlook:

• The generative AI market is expected to see fierce competition between existing giants like OpenAI, Google, and Microsoft and rising Chinese contenders.
• The growth trend of Chinese companies like DeepSeek, which emphasize low-cost, high-performance models, is expected to continue.

3. Conclusion and Implications
The rapid growth of DeepSeek demonstrates the technological prowess and competitiveness of China's AI industry, acting as a significant factor changing the competitive landscape of the global AI market. However, the information security issues surrounding Chinese-made AI remain a major challenge for the future. The AI market requires discussions on various aspects such as technological advancement, security, ethics, and regulation. The emergence of new contenders like DeepSeek is expected to promote diversity and innovation in the market.