Smart Speaker Growth, Alexa Screens vs. Google Screens

To date, approximately 65 million smart speakers have been sold world wide. Most of those to North America, but the rest of the world and China in particular, is catching up fast. The YoY growth in the market has been impressive. It is, without doubt, the fastest growing category in consumer electronics. In our own analysis of this category, I mentally include smart speakers in the smart home/smart home tech category which by itself just looking at connected home categories is growing quite fast. Put all this together, and the big picture observation is that smart home/connected home technology is exploding in growth and further evidence that it is the next consumer electronics battle ground. Here are two charts from my model to help visualize the market.