Alibaba finished third overall and retained its number one position in China with 1.1 million Tmall Genie speaker shipments in Q1 2018. “Alibaba has done well to sustain its strong sales momentum since the 11.11 shopping festival in Q4 last year, largely due to Tmall’s superior channel reach and Alibaba’s powerful marketing capabilities,” said Hattie He, Canalys Research Analyst. China’s smart speaker market is growing, with shipments up sequentially by more than 60%. Xiaomi, whose main business is selling smartphones, shipped over 600,000 of its Xiao AI speakers to China in Q1, coming a distant second after Alibaba’s Tmall Genie. “Awareness of smart speakers and their uses is growing steadily among Chinese consumers. But competition is building quickly for Alibaba, as IPO-hopeful Xiaomi takes to the smart speaker segment with much vigor in 2018.”
Google’s success comes on the back of shipments into new markets, such as India, where it has explored new go-to-market strategies by partnering with service providers, such as Jio and ACT Fibernet, to reach users. “Google has several advantages over Amazon that have helped it move ahead,” said Canalys Analyst Ben Stanton. “But its biggest advantage is in the channel. Operators and retailers tend to prioritize Google’s speakers over those from Amazon, as Amazon is in the tricky position of being a direct competitor. But Amazon is fighting back hard, and the sheer quantity of Alexa Skills and smart home integrations will be tough for any competitor to match.”
Smart speaker quarterly estimate and forecast data is taken from Canalys’ Smart Analysis service.
MacDailyNews Take: It’s too early for HomePod to show up in unit sales estimates like this. And, as we all know from smartphones, unit share are one thing, profit share is quite another.
A finally finished HomePod (with flawless multi-room audio and stereo pairing out of the box) and, potentially others in the HomePod family, are products for Christmas 2018 and beyond. — MacDailyNews, April 13, 2018
Apple’s HomePod makes a small dent in smart speaker market in debut quarter – May 18, 2018
Strategy Analytics: Apple shipped 600,000 HomePods in Q1 for 6% share of smart speaker market – May 17, 2018
Apple’s iPhone X made 5 times the profit of 600 Android OEMs combined – April 18, 2018