Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens for the delivery of clues about the past. CTOnews.com October 24 news, Runto Loto Technology View Research official account today released "the third quarter of 2023 China's smart speaker market monthly tracking" report.

CTOnews.com learned from the Loto Technology report that omni-channel sales of smart speakers in China in the third quarter of 2023 were 4.81 million units, down 16% from the same period last year, and sales were 1.36 billion yuan, down 17% from the same period last year:

Baidu's market share of smart speakers reached 41.0%, an increase of 4 percentage points over the same period last year.

Xiaomi's market share reached 31.7%, an increase of 2 percentage points over the same period last year.

Both Tmall and Huawei have lost market share compared to the same period last year.

Tu Yuan Runto Lotu Science and Technology View and Research official account

Since the beginning of this year, due to the impact of the rise of the learning tablet and mobile smart screen market, the screen speaker market has continued to decline on the official account of Tuyuan Runto Loto Science and Technology Research. Since the second quarter, the online market penetration of screen speakers has been below 20% for two consecutive quarters, according to Loto Tech.

Tuyuan Runto Loto Science and Technology Research official account, but in terms of quarterly sales penetration in the online market of screen speakers, Loto Technology believes that the awkward product positioning of screen speakers makes its educational scenes less professional than learning tablets, and the richness and large screen of entertainment scenes are not as rich as mobile smart screens, so the decline rate is faster than that of non-screen products.

The current industry leader in screen speakers and mobile smart screens is Baidu. Baidu's Xiaodudian girlfriends accounted for 65% of the mobile smart screen market in the first eight months, and the two categories with overlapping scenes naturally move towards each other.

In the third quarter of the screen speaker market, 8-inch display screen, led by Baidu, Xiaomi, Tmall and other new products, accounted for the largest market share, accounting for 44%. The market share of 10 + inch products was 17%, down 4 percentage points from the previous month and 1 percentage point lower than the same period last year.

Loto Technology said that at present, intelligent speakers are becoming a testing ground for large model technologies of various brands:

In the first quarter of this year, Chat GPT was born, and the global smart speaker industry cheered and ushered in a savior. The generative AI brought by the large model begins to empower the smart speakers in decline. Domestic and foreign head brands Amazon, Baidu and Tmall have announced access to the big model one after another.

▲ recent global smart speaker products summary, Tu source Runto Lotu Science and Technology Research official account Lotu Technology believes that the big model is indeed a rare opportunity for the smart speaker industry to run into in a pessimistic dark moment.

However, unlike ChatGPT, which outputs text, pictures and videos, it can subversely improve efficiency and have a great impact on users. The main interactive language of the smart speaker itself is voice, and the ability of AI content creation and user perception in the speaker scene will be limited.

Therefore, Loto Technology believes that the industry also needs to calmly look at the possibility and timetable for the big model to bring real revolution to smart speakers. However, it is undeniable that the intelligent speaker category is one of the most direct and available hardware carriers for C-end customers. Therefore, the large model technology of various technology companies will first be known in the test field of intelligent speakers.

Entering October, the head brand is rubbing its hands to "double 11". Loto Technology predicts that omni-channel sales of smart speakers in China will reach 5.8 million units in the fourth quarter, down 9% from the same period last year.

Looking ahead, the category of smart speakers is still one of the most important entrances for big manufacturers to reach users. RUNTO judged that the downward space of the market for smart speakers has shrunk, and sales of smart speakers in China will fall to 20.76 million units in 2024, down 6% from the same period last year. In the limited market of 2000 million units, a new round of intelligent hardware terminal competition for AI large model is coming.

▲ source Runto Lotu Science and Technology Research official account

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