Lisa Lacy reports in Adweek:
Amazon’s global market share has been cut nearly in half since last year. Google shipped 2.4 million units, putting it at No. 2, Alibaba came in at No. 3, Apple was fourth, followed by Xiaomi. “Amazon and Google accounted for 70%, although their combined share has fallen from 94% a year ago. “This is partly as a result of the Chinese market where Amazon and Google are absent. Alibaba and Xiaomi in China and their strength in the domestic market alone is proving enough to propel them into the global top five.” Global smart speaker shipments rose 278% since last year
Amazon and Google’s grip on the voice-enabled device market is slipping, at least according to Strategy Analytics.
In a new report, the analytics firm found Amazon shipped 4 million smart speakers in the first quarter of 2018, accounting for 43 percent of the 9.2 million units shipped globally. But it also means Amazon’s global market share has been cut nearly in half since the same period last year, Strategy Analytics said. Meanwhile, Google shipped 2.4 million units, putting it at No. 2 on the list of global smart speaker shipments, and Alibaba came in at No. 3 with 700,000 units. Apple was fourth with 600,000, followed by Xiaomi with 200,000.
In Amazon CEO Jeff Bezos’ annual shareholder letter, he said 2017 was Amazon’s best year to date for hardware sales. The company sold tens of millions of devices. But Amazon had a nearly three-year head start over some competitors, and it may be time to ask whether it can maintain its lead.
In the first quarter, Amazon and Google faced new competition from Apple, which released its HomePod in February. At the same time, Alibaba and Xiaomi are making waves in China.
Alibaba’s Tmall Genie smart speaker came out in July 2017 and has sold 2 million units in China so far. Alibaba noted this makes Tmall Genie the top-selling voice-controlled speaker in China, the only market where it is available.
Tmall Genie’s Alexa equivalent is AliGenie, which understands Mandarin. Alibaba also noted Mandarin Chinese is the mostly widely used language in the world. (Alexa can recognize five variations of English, as well as German and Japanese. A rep said she will speak French later this year. And Google Assistant will be available in 30 languages—including English, French, German, Hindi, Indonesian, Italian, Japanese, Korean, Portuguese and Spanish—by the end of 2018.)
Like Echo and Google Home, consumers can use Tmall Genie to order products with their voices, but it also boasts a visual recognition capability that allows it to identify various objects, including children’s books, which it can read aloud, as well as medicine, so it can help ensure the elderly or visually impaired take the right dosage of the correct pills.
Xiaomi announced its MiAI speaker in July 2017, and it was reportedly only available in China to begin with. It is not immediately clear how many units have been sold, but reports note the device costs less than half of Echo and Google Home. Xiaomi also has a strong ally on the world stage now—at Google I/O earlier this year, Xiaomi said its smart home products will work with Google Assistant, which will allow users to control products through a smart speaker like Google Home or with the Google Assistant app. The initial set of compatible products includes the Mi Bedside Lamp, Mi LED Smart Bulb and Mi Smart Plug, which it said will be available in the U.S. shortly.
“Amazon and Google accounted for a dominant 70 percent share of global smart speaker shipments in Q1 2018, although their combined share has fallen from 84 percent in Q4 2017 and 94 percent in the year ago quarter,” said David Watkins, director at Strategy Analytics, in a statement. “This is partly as a result of strong growth in the Chinese market for smart speakers where both Amazon and Google are currently absent. Alibaba and Xiaomi are leading the way in China and their strength in the domestic market alone is proving enough to propel them into the global top five.”
Global smart speaker shipments rose 278 percent since last year in the first quarter of 2018, indicating voice-enabled devices are more than a trend.
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