Smart home penetration has a significant impact on smart speaker sales

Google announced on May 5 that Google’s assistants can now control more than 5,000 smart devices from 1,500 manufacturers. But at the same time, Google’s main competitor, Amazon, stated that Amazon’s Alexa can control 1,2,000 from 2,000 manufacturers. Taiwan equipment.

In smart home devices, the competition between Google and Amazon is quite fierce.

In December of last year, Google removed YouTube from Amazon’s Echo Show and Fire TV. In February of this year, Google announced the re-incorporation of Nest, a smart home device company, into Google, which merged with the smart speaker business, which had previously been operating independently for many years; A few weeks later, Amazon not only paid $1 billion to acquire Ring, a maker of smart video doorbells, but also announced that it will no longer sell Nest equipment. The competition has entered the white-hot phase.

According to reports, since the residential environment in the United States is mostly independent houses, the people's recognition and acceptance of smart homes are also highly regarded, and it is therefore easier to promote and upgrade smart homes. According to the data, the United States is currently the country with the largest and most popular global smart home market. In the past few years, the smart home market has achieved rapid progress. In 2014, the US smart home market was only 34.04 Billion US dollars, by 2017, its scale reached US$13.433 billion. It is estimated that by 2020, the US smart home market will reach US$20.856 billion.

In terms of segmentation areas, home automation ranks first in the US smart home market with a market size of US$3.656 billion, followed closely by home entertainment, reaching a ratio of 30.78% with a US$2.989 billion scale. In addition, home security, The smart home categories such as life energy management are also popular with American users.

Behind the rapid development of the smart home industry, the fierce competition between Google and Amazon has become easier to understand because consumers' purchases of smart homes may affect sales of smart speakers.

According to the survey, voice control is one of the most popular features of smart speakers, followed by listening to music or news. Since voice control is mostly used to control smart homes, smart speakers are closely related to sales of smart home devices. PricewaterhouseCoopers recently A survey of 1, 000 American consumers revealed that 90% of respondents who purchase smart home devices are concerned about the compatibility of smart home devices with smartphones, and that more than 40% of respondents The person stated that they had used voice assistants to control the smart devices in the home.

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