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兰德公司:2026中美人工智能市场竞争:大型语言模型全球使用模式分析报告(英文版)(29页).pdf

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1、AUSTIN HORNG-EN WANG,KYLE SILER-EVANSU.S.-China Competition for Artificial Intelligence MarketsAnalyzing Global Use Patterns of Large Language ModelsResearch ReportFor more information on this publication,visit www.rand.org/t/RRA4355-1.About RANDRAND is a research organization that develops solution

2、s to public policy challenges to help make communities throughout the world safer and more secure,healthier and more prosperous.RAND is nonprofit,nonpartisan,and committed to the public interest.To learn more about RAND,visit www.rand.org.Research IntegrityOur mission to help improve policy and deci

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6、esearch clients and sponsors.Published by the RAND Corporation,Santa Monica,Calif.2026 RAND Corporation is a registered trademark.Limited Print and Electronic Distribution RightsThis publication and trademark(s)contained herein are protected by law.This representation of RAND intellectual property i

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1. **全球LLM市场快速增长**:2024年4月至2025年8月,主要LLM平台月访问量从24亿增至82亿,增长三倍。 2. **美国主导地位**:2025年8月,美国模型占全球LLM访问量约93%,但中国模型份额从3%升至13%(2025年1-2月)。 3. **DeepSeek影响**:2025年1月DeepSeek R1发布后,中国模型访问量两个月内增长460%,在30个国家占比超10%,11国超20%,主要在发展中国家及与中国关系密切国家。 4. **驱动因素分析**:价格(中国模型成本为美国1/6-1/4)、多语言支持(中美差距缩小)及AI外交(中国更活跃)均未显著解释 adoption 模式,性能可能是关键。 5. **市场脆弱性**:美国主导地位不稳固,DeepSeek显示竞争者可快速侵蚀份额,切换成本低时格局易变。
AI市场谁领先? 中国LLM如何崛起? 用户为何选DeepSeek?
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