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Smart Speaker Unit Shipments Topped 150M in 2020, Reports SA

Global smart speaker unit shipments reached a record 150 million in 2020, largely on new model introductions from Apple, Amazon, Google, Alibaba and Baidu for the holiday sales season, said Strategy Analytics Wednesday. Smart displays were 26% of the total…

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smart speaker market during Q4, up from 22% in Q4 2019. The growing availability of models with different sizes and price points is contributing to strong growth for smart displays, SA said. Amazon’s 16.5 million units were 28.3% of global smart speaker shipments in Q4 as the October Prime Day and strong seasonal demand returned Echo devices to year-on-year growth, 4%, after two quarters with volume declines. Second-place Google had a 22.6% share; its 13.2 million shipments declined from 13.9 million in Q4 2019. Apple’s global shipments grew 74% year on year to 4.6 million after the launch of the $99 HomePod Mini in November, giving the company 7.8% market share, its highest to date, up 3.1% from the year-ago quarter. Component shortages hurt the category in Q4, and stock supplies will continue to be tight through early 2021, said analyst David Watkins.