Two Chinese automakers, including Geely, have embraced China’s AI disruptor
AI is a hot topic, particularly in the automotive industry. As the industry evolves, the focus seems to be shifting from software-driven EVs to incorporating AI into every possible aspect of vehicles. Whether this approach will succeed remains uncertain, but China’s latest low-cost AI sensation, DeepSeek, is already making waves in the automotive sector. This week, two Chinese automakers announced plans to integrate DeepSeek’s technology into their vehicles.
Geely Takes the Lead
Geely, the parent company of brands like Zeekr, Polestar, and Volvo, unveiled its “Full-Domain AI for Smart Vehicles” initiative during CES. Initially, this was described as Geely’s in-house AI model designed to enhance various aspects of the driving experience, including voice commands and laying the foundation for autonomous driving. Geely envisions its AI as a “warm, empathetic, and continuously evolving” technology aimed at redefining mobility.
Now, Geely is stepping beyond its internal efforts by collaborating with DeepSeek. Using distillation training, Geely’s AI model is being refined and trained through DeepSeek’s R1 technology. This collaboration aims to improve speech recognition and command processing for the next generation of Geely’s smart, connected vehicles.
Voyah Joins the AI Race
Meanwhile, Dongfeng’s premium brand, Voyah, is also integrating DeepSeek into its vehicles. The Courage EV crossover and Dream MPV will be the first mass-produced models to feature DeepSeek’s AI. Starting February 14, DeepSeek will be integrated into the Courage’s software via an over-the-air update. The AI tool will enhance Voyah’s smart cockpit features by improving responsiveness, accuracy, and scalability, while also enabling quicker software development tailored to customer needs.
A Bigger Picture
The rapid adoption of DeepSeek underscores China’s unique, highly collaborative approach between its tech and automotive sectors. Unlike Western automakers who might rely on third-party systems like Apple CarPlay or Android Automotive, Chinese brands are pushing for deeper, more integrated AI solutions.
However, this also raises questions about global ambitions. DeepSeek has drawn scrutiny from Silicon Valley and the U.S. government, with rumors of an impending ban on the technology. Such a move could block EVs equipped with DeepSeek from entering the U.S. market. For brands like Voyah, which primarily operates within China, this may not pose a significant issue. But for Geely, which owns globally recognized brands like Volvo and Polestar, navigating these challenges will require careful strategy. While Geely has largely separated its software development for Volvo and Polestar from its other operations, this lack of collaboration could become a hurdle for its global ambitions.
The rapid rise of DeepSeek signals a pivotal moment for AI integration in the automotive industry, but it also highlights the growing complexities of navigating global markets amid technological and geopolitical tensions.
