On the first working day of the 2020 new year, Xiaomi announced that it would invest 50 billion yuan in the 5g + aiot battlefield in the next five years, aiming to transform the sustainable advantages of aiot and intelligent life into the absolute victory of the whole intelligent scene and establish the king position in the intelligent era. Interestingly, as the leader of smart speakers in China, Alibaba announced that the business of tmall elf in the artificial intelligence laboratory was upgraded to an independent business unit.
The top players of the two smart speakers have adjusted their strategies at the beginning of the new year, which indicates that the battle for smart speakers will be extremely fierce in 2020.
In China’s smart speaker market, Jingdong and iFLYTEK jointly launched dingdong smart speaker. Unfortunately, iFLYTEK did not open the situation. The domestic smart speaker is extremely embarrassing for Cihang, but it is booming in the U.S. market. However, Alibaba Artificial Intelligence Laboratory launched a tmall elf X1 in 2017, which took the lead in breaking through the million mark. So far, it ignited the passion of other players. Then, in the hundred “boxes” war, Alibaba, Xiaomi and Baidu broke through and formed a pattern of confrontation among the top three.
According to the statistical report on smart speaker Market in the third quarter of 2019 released by canalys, the shipment volume of Ali smart speakers is 3.9 million, that of Baidu series speakers is 3.7 million, and that of Xiaomi series speakers is 3.4 million. It can be seen from the report that the shipments of the three domestic giants do not think much, and the market pattern will be broken at any time.
Ali, Baidu and Xiaomi fought fiercely around the battlefield of smart speakers, and the radical low-cost strategy grabbed the vast market share. However, the ecological scale based on AI voice assistant + smart speakers is expanding day by day, connecting hundreds of millions of IOT devices. Alibaba intelligent ecology connects 235 million IOT devices; Xiaomi IOT platform connects 213 million devices, and AI assistant Xiaoai has 57.9 million monthly active users. As a rising star, Baidu has achieved overtaking in corners with AI technical strength, and the scale of dueros intelligent ecology cultivated has become increasingly large. By the end of June, Baidu’s small assistant has activated more than 400 million devices, squeezing into the first camp of smart home.
However, the homogenization of smart speakers is serious. So far, the giant hopes to form differences in the pattern of smart speakers with screens. Smart speakers with screens are becoming more and more important in the market competition and the next development direction of smart speakers. With both Xiaomi and Ali making adjustments, the smart speaker war will be further upgraded.
It is worth mentioning that Baidu, as one of the earliest manufacturers to develop screen intelligence, won the global sales champion. Canalys disclosed in the statistical report of smart speaker Market in the third quarter of 2019 that the global shipment of speaker with screen is 6.3 million units, while Baidu’s shipment is as high as 2.3 million units, accounting for nearly 40% of the market share, followed by Amazon, Google and Xiaomi.
In recent years, smart speakers have continued to grow rapidly and become an indispensable smart device for smart home. Today, smart speakers have opened the era of with screen. Cynthia Chen, a research analyst at canalys, pointed out that smart speakers with screen have become more and more important in manufacturers’ strategic layout, but consumers’ price sensitivity and practical scenarios are still key challenges to be solved.