Strategy Analytics forecasts a market reset into calendar 2023 as two market dynamics emerge. First, in the US market, smart speaker and smart display penetration rates are approaching a state of market saturation, and that market is shifting from new customer acquisition to add-on or replacement sales which historically have longer sales cycles. Second, in China, slowing the surge in COVID-19 will take time, and compounded with the ongoing component shortage, economic recovery will be hampered until at least mid-2023.

This report is updated quarterly and provides country level quarterly smart speaker and smart display shipments and installed base data by vendor and voice operating system for the top 13 markets worldwide.

Countries covered include Australia, Canada, China, France, Germany, India, Ireland, Italy, Japan, South Korea, Spain, United Kingdom and United States. The report is designed for use by device manufacturers, component suppliers, operators, developers, software providers and others to determine the size and growth rate of the global smart speaker market.