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.