FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)

Smart speakers are 54 million strong in the US

54.4 million

Smart speakers in the US market now account for more than 54 million devices. Amazon’s leading the pack, with Google as a distant second.

Published   |  Photo by AP Photo/Marcio Jose Sanchez
FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

According to a survey by AI companies Voicebot and Voysis, that’s a 15% increase in the last four months.

FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

The biggest players are Amazon and Google, respectively 61.9% and 26.9% of the US smart speaker market. Back in January, the split was 71.9% and 18.4%.

FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

What Americans do with their smart home devices

FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

Apple holds a mere 4.1% market share for its own less-than-impressive HomePod, but most people who bought one (77%) had never owned a smart speaker before.

FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

But the real question is whether smart speakers are due for a smartphone boom. Investors are pretty optimistic, with hardware suppliers (especially in Asia) primed to cash in.

FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

The global smart speaker market is relatively young, and no one’s dominance is certain. Boom or no boom, Apple, Google, and Amazon have lots of adopters left to convert.

FILE - In this Monday, June 5, 2017, file photo, the HomePod speaker is photographed in a a showroom during an announcement of new products at the Apple Worldwide Developers Conference in San Jose, Calif. Pre-orders for the HomePod will begin Friday, Jan. 26, 2018, in the U.S, U.K. and Australia, two weeks before the speaker goes on sale in stores. (AP Photo/Marcio Jose Sanchez, File)
54.4 million

US smart speaker sales are projected to peak in a couple years

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