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, with Chinese vendors taking the brunt of the impact. Strategy Analytics forecasts a market reset into calendar 2023. Total smart speaker and smart display shipments in Q1 2022 declined 5% year-over-year to 35.3 million units, only the second year-over-year decline in the market's history (Q2 2020 declined 3% year-over-year).

This report is updated quarterly and provides global shipments and installed base metrics for the top 29 smart speaker vendors across 15 voice operating systems. This report includes data 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. Data is segmented by smart speakers with a screen (smart displays) and those without.