“The gap between the top five and the rest of the market continued to expand, with Apple’s surge powered by its HomePod Mini.”
From “Strategy Analytics: Another Record Quarter for Smart Speakers in 3Q21, Though Supply Chain Woes are on the Horizon,” a press release issued Dec. 20, 2021:
Strategy Analytics estimates total smart speaker and smart display shipments grew 10% year-over-year to 39.3 million units, a record for a third calendar quarter though essentially flat from Q2 2021’s 39 million as market uncertainties persist, particularly with regards to the impacts of new COVID variants…
In the overall smart speaker and smart display market in Q2 2021, the leaderboard remained unchanged, with Amazon at No. 1 followed by Google, Baidu, Alibaba, and Apple, respectively. The gap between the top five and the rest of the market continued to expand as these companies dominate entry-level ($50 to $99) and ultra-low ($49 and less) price bands, with Apple’s surge powered by its HomePod Mini.
Cue the spreadsheet:
My take: By discontinuing the over-engineered HomePod after four years and concentrating on the low-priced Mini, Apple made itself a player in the smart speaker game again.