To hear Apple's many critics and nattering of negativism tell it, Apple completely missed the home business of the Speaker Market . Uh huh. Right. So, it's time to give money back to the shareholders and turn it down, right? Uh, no.
Here is the problem with the consensus. I call it nonsense rubbish. This home business speaking speaker market is about as close to childhood as a technical gadget market can be. Apple is said to be three years behind a market that barely two years old. How does that happen? New math.
The Real Math
Let me keep this analysis short. First, I must define the home assistant's speaking speaker market in two words. Amazon Echo. Three words if you need me to be verbose. Amazon Echo Alexa. Alexa is the Amazon count to Apple's Siri, a voice that represents artificial intelligence. Siri has beaten in recent years because Apple's executives were too busy to notice that a new gadget market had evolved. Busy? Hi, it takes time to count executive bonuses and stock options.
Secondly, I am sure that home business speaker market emerges because I know exactly four people in addition to me who own and use Amazon Echo, and my official survey says that most of us do not use it a lot because Alex's faceless headless voice of Echo doesn't really do much, certainly not much more than the newly upgraded Siri that is all over my place. two Macs, two iPads, old iPhone and iPhone X.
Third, Amazon will not say how many Echo and Alexa combos have been sold, but the company swears them In a few weeks it seems. Echo, 2nd Generation Echo, Echo Point, Echo Plus, Echo Spot, Echo Show, Echo Look. That many models tell me that Amazon thinks it's on something, and it can be, but how big the market is, there are some guessing. Echo sales estimates range from a few million to perhaps 20 million. There are less than some conservative Apple Watch estimates, and that's a mistake, right?
Finally, the only other true competitor in this gadget segment is Google Home, also with a few models, and the famous Google Assistant as a voice front for their home speaker speaker market representative. Yes, there may be others who run such goods, and surely Samsung is expecting Apple to release its own home-assistant voice producer market entry, but they do not count. Simply put, there's not much of a market here. Nevertheless.
Let me compare the two big players and a big player wannabe. Echo, Home, HomePod.
HomePod is not yet shipping, but is priced at the high end of the segment – $ 349. The main point of differentiation is HomePod's speaker system which is said to be high end vs Amazon and Google's efforts. We want to see.
Google Home is mostly an Amazon Echo copycat. Common Google. One staff member has home and it's pretty good. Not the sound. Google Assistant is good. What you don't find are many applications ready to install to compete with the Amazon Echo, but the market is sizzling, so build it and they come. Google Assistant in Home doesn't work as well as Alexa in Echo lack of apps but answers questions with more accuracy and authority. Siri is dead last in this group. Just remember that Google's livelihood relies on throwing out personal information from you and what better way to enter home business for the talk hall market ?
Amazon Echo is the low end leader. Alexa continues to improve and Amazon's goal is to put an echo into each room and closet at your home; always on, always listening, always trying to find new ways to sell you something. Hey, that's what Amazon does, right?
Personally, I like Google Home design better, and Google Assistant is an improvement over Alexa. Echo devices come across as user-friendly and machine-like, while Google Home and HomePod look more like living room accessories.
None of this is very important – not Amazon Echo's management, not Google's home listing, no futuristic device from Microsoft, and not Apple's delay in Shipping HomePod. This market is anything but mature. Two or three years down the road, the market will be different. Also, we know how Apple works. The company is rarely the first to party and often foggy. iPod. iPhone. iPad. Apple TV, Watch. AirPods. Many others had similar products long before Apple, and yet you know who dominates revenue and profits if not mindshare, right?
home-assistant speaker speaker has started, but I don't expect to see a dominant player for a few more years, if ever.