Under the trend of intelligence, a variety of smart devices have been introduced to the market, and smart speakers have become the biggest outlet, becoming the focus of the giants. Now they have become the standard products of the giants. At the same time, many innovative and entrepreneurial enterprises have emerged. At the same time, the industry talked happily about Amazon ’s impressive performance and was the world ’s first manufacturer with more than 10 million shipments. At the same time, Google Home shipments will also enter 10 million clubs and even some startups Fight for the Chinese version of Amazon.
For a time, the industry showed a chain reaction, and intensively launched various smart speakers, such as competing for home entrances, smart speakers for medical treatment, children, etc., into the consumer's vision. Hundreds of companies have introduced smart speaker hardware, and there are hundreds of "boxes" competing for the heroes. However, during the boom, the boom should be viewed rationally. Perhaps the fate of smart watches will be the fate of many innovative companies and collectively killed.
Giant monopoly, Amazon Google leads the worldFrom the perspective of the global market, according to the latest data from Strategy AnalyTI, Amazon and Google continue to lead. Both account for 70.1% of the global market share. Apple, which has billions of fruit powders in the world, cannot open the market. First Only 600,000 units were sold in the quarter, far below Amazon and Google, and they firmly occupied the vast majority of American households.
In addition, in the first quarter of this year, global smart speaker shipments reached 9.2 million units, of which Amazon and Google combined 6.4 million units, almost monopolizing the entire industry. From this data, it can be seen that global smart speakers are mainly concentrated in the US market, while China It is still in the incubation period. At present, only Alibaba and Xiaomi have entered the global list, ranking third and fifth, respectively, and the total shipments of the two in the first quarter totaled 900,000.
In the eyes of giants, smart speakers are the core weapon to snatch the entrance of smart homes. They can control other smart devices as home centers by embedding voice assistants. This model has indeed achieved results in the United States, and is also popular with American families. However, this model is subject to the popularity of smart homes in China and the smart speaker market that is still in the incubation period. The domestic market has always been open.
Including the earliest domestic JD.com and HKUST Xunfei, the joint venture Linglong Technology launched Dingdong Smart Speaker as early as 2015, and it has not been opened for three years. According to the data disclosed by 2016 HKUST Xunfei , The annual shipment is less than 100,000 units. The 2017 shipment data was not disclosed, but according to the HKUST ’s annual report, it is estimated that the shipment in 2017 will be about 240,000, and we hope to publicly disclose the shipment data of Dingdong speakers.
Hundreds of boxes "after the war, are startups facing transformation or death?In addition, according to the first quarter data given by Strategy AnalyTI, the two largest domestic manufacturers are Alibaba and Xiaomi, of which Alibaba shipped 700,000 units, Xiaomi shipped 200,000 units, and domestic There are also many heavyweight players including Tencent, Baidu, Lenovo and JD.com. According to Yang Jianyong of the "Sword Finger Internet of Things", after the 100-box battle, the survival space of innovative startups is limited, and may be smarter than in previous years. Like wearables such as watches, related startups will also be squeezed by giants, facing difficulties, either transforming or dying, and only a few heavyweight players such as Ali, Xiaomi and Jingdong will remain.
A small smart speaker hardware that carries the dreams of many companies for the future. However, the reality is always cruel. The author always warns not to think of smart speakers as a family entrance to imagine the future, and not to be stunned by this false fire, otherwise It is easy to become a dead pig under the tuyere, and will eventually be harvested by a few giants, leaving a few important players.
Finally, don't turn around the smart speakers anymore, it's just a false fire.
Dongguan Yijia Optoelectronics Co., Ltd. , https://www.everbestlcdlcm.com