The intelligence firm Omdia has come out with their latest analysis of the state of affairs in the smart speaker market and it’s not looking good for Amazon. Compared to the same quarter last year, Amazon’s market share has shrunk over 31%. Just as I predicted about 2 or 3 years ago, the seemingly unstoppable march of the Amazon Echo would eventually get reeled in by Apple and Google.
The big winner in Q2 was Apple. The HomePod came out of nowhere and almost tripled their unit shipments. They now hold 24.6% market share and are now fairly close to Amazon’s 33.6% market share. Amazing. And the new market leader is Google. Also, what I predicted a few years ago.
So why is Amazon losing ground? Why did I make this prediction years ago when all the Apple pundits were declaring Apple and Google dead in the smart home assistant market? Data and privacy.
Both Google and Apple, by means of their smartphone market, have access to far more data about users than Amazon does. That means more opportunities for a user to integrate their smartphone data with their digital assistant. And when it comes to privacy, people trust Apple way more than Amazon.
The pundits should’ve seen this coming a long time ago and not needed an amateur part-time writer like me to point it out. In hindsight it was obvious. And so was the lack of critical thinking by most of the writers in the tech sphere.
The same thing is going to happen to Tesla as more experienced car companies who are better at logistics, quality, and customer service dive into EV’s.
Both Google and Apple, by means of their smartphone market, have access to far more data about users than Amazon does. That means more opportunities for a user to integrate their smartphone data with their digital assistant. And when it comes to privacy, people trust Apple way more than Amazon.
The pundits should’ve seen this coming a long time ago and not needed an amateur part-time writer like me to point it out. In hindsight it was obvious. And so was the lack of critical thinking by most of the writers in the tech sphere.
The same thing is going to happen to Tesla as more experienced car companies who are better at logistics, quality, and customer service dive into EV’s.
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