In the ever - evolving landscape of the global economy, the rise of AI, as indicated by an AI penetration rate of 47.3% in IDC's 2025 Q1 data, has accelerated industry changes. DeepSeek, through the analysis of 580 million enterprise data points worldwide and advanced deep - learning models, has identified 20 typical "red - ocean" industries. These industries are not only on the verge of technological obsolescence but also carry systemic risks.
In the ever - evolving landscape of the global economy, the rise of AI, as indicated by an AI penetration rate of 47.3% in IDC's 2025 Q1 data, has accelerated industry changes. DeepSeek, through the analysis of 580 million enterprise data points worldwide and advanced deep - learning models, has identified 20 typical "red - ocean" industries. These industries are not only on the verge of technological obsolescence but also carry systemic risks.
I. Structurally Saturated: Eight Sectors Disrupted by Technological Revolutions
Traditional Retail Cashier Systems: With the popularity of biometric payment reaching 89%, Walmart has laid off 98% of its manual cashiers in the Chinese market. The associated equipment maintenance market has shrunk by 72%.
Basic Translation Services: Neural machine translation has achieved an accuracy rate of over 97% in business scenarios. The unit price of traditional translation has dropped by 83% compared to 2020.
Standardized Customer Service Centers: Multimodal AI customer service has taken over 83% of bank and telecom business. One leading outsourcing company has closed 37 bases in three years.
Low - end Software Development: AutoML tools have increased basic code generation efficiency by 40 times. The unemployment rate of junior programmers in Bangalore, India, has risen to 31%.
Traditional Taxi Companies: Autonomous taxi orders account for 61% of ride - hailing orders. The value of New York taxi medallions has shrunk by 94% from its peak.
Film Imaging Industry: There are only 3 film factories left in production globally. Fujifilm's film business profit margin dropped to - 18% in 2024.
Printed Media: The annual consumption of newsprint has decreased by 87% compared to 2015. The number of members of the North American Newspaper Alliance has dropped from 2,100 to 147.
Traditional Data Labeling: AI self - supervised learning has reduced the demand for data labeling by 79%. The data labeling industry, which once employed 2 million people, is on the verge of collapse.
II. Cyclically Peaked: Six Industries with Supply - Demand Imbalances
Children's English Training: Due to the decline in birth rates and the popularization of AI private tutors, New Oriental has closed 1,200 teaching points in its children's business line in three years.
Low - end Electronics Assembly: As labor - intensive industries shift to regions with lower costs, the demand for low - end electronics assembly in developed economies is decreasing.
Coal Mining: With the acceleration of the global energy transition, the export volume of Australian thermal coal has decreased by 65% compared to its peak in 2021.
Commercial Real Estate Agencies: The normalization of remote work has led to an office vacancy rate of over 40%. Lianjia closed 28% of its stores in 2024.
Traditional Automobile Manufacturing: The penetration rate of electric vehicles has exceeded 58%. Volkswagen has announced the closure of 17 fuel - vehicle factories by 2030.
Credit Card Promotion: Under the impact of digital banks, Citibank laid off 85% of its ground promotion teams in 2024 and shifted to AI - based precision marketing.
III. Policy - driven Decline: Three High - risk Zones
K12 Subject Tutoring: After the implementation of relevant policies, the K12 subject tutoring industry has shrunk significantly.
Real Estate Sales: With the regulation of the real estate market, the real estate sales industry is facing challenges such as unfinished buildings and developers' broken capital chains.
E - cigarette Manufacturing: As governments around the world introduce policies to regulate e - cigarettes, the e - cigarette manufacturing industry is facing regulatory risks.
IV. Ecological Niche Collapse: Three Invisible Traps
Low - end Logistics Warehousing: The development of intelligent logistics and the rise of new logistics models have reduced the demand for low - end logistics warehousing.
Conference Stenography Services: The application of speech - to - text technology has replaced a large number of conference stenography services.
Traditional Market Research: Big data analysis has replaced 72% of questionnaire surveys. Nielsen closed branches in 34 countries in 2024.
