New disruptions to the global component shortage caused by Russia's war against Ukraine and a resurgence of COVID-19 in greater China disrupted the smart speaker and smart display markets in Q1 2022, with Chinese vendors taking the brunt of the impact. Strategy Analytics forecasts a market reset into calendar 2023 as the US market shifts from new customer acquisition to add-on or replacement sales as well as the impact of COVID-19 lockdowns hampering China's economic recovery.
This report is updated quarterly and provides regional smart speaker and smart display wholesale market revenues and ASP metrics by region for 29 smart speaker OEMs and 15 voice operating systems from Q4 2014 through Q1 2022, with a forecast by quarter through Q1 2023. Regions covered include North America, Western Europe, Asia Pacific, Central & Latin America, Central & Eastern Europe and Africa & Middle East.