Amazon's success with the Echo smart speaker has led to rapid growth since then, with analysts expecting smart speakers to reach about 100 million units by 2022.
ChatGPT improves interactive experience, and the smart speaker market is optimistic about institutions. Behind this round of rally, smart speakers, as an important terminal device for artificial intelligence interaction, are expected to play an important role in the era of AI "explosion" promoted by ChatGPT, and the market prospects are optimistic by many institutions and investors.
Smart speakers are not new, having taken over the market on a large scale several years ago. Until now, the market of smart speakers has been relatively mature, and the competition pattern is basically determined, and several head brands such as Tmall Genie, Xiaodu, Huawei, and Xiaomi occupy most of the market share of the domestic smart speaker market.
The problem of the future technology industry or the problem of AI is not in the AI itself, but in the data source, the Internet of Things is one of the most important scenarios of the future data source, AI+ Internet of Things subdivision scenario, speakers, headphones, mobile phones will be the core carrier, in the future with the development of hardware technology, VR/AR helmets, glasses and even brain-computer interfaces, may also become the mainstream carrier. The AI wave led the hardware sector valuation reappraisal, specifically looking at AI to stimulate smart hardware shipments + AI to generate smart machine replacement demand + Apple MR released in the coming + cycle recovery + sector valuation bottom = hardware valuation reconstruction.
Speakers are also an important part of the intelligent cockpit, through AI and immersive audio and video brought by the human-vehicle interaction experience, intelligent assistant application to the car cockpit, through language and user interaction will also be the future trend.
So today is also my in-depth review, for you to select a few "smart speaker" concept stocks that can be focused on, it is recommended to collect and study!
Allwinner Technology
In the smart speaker market, the company has long carried out product cooperation with first-line benchmark customers, and R818 and R329 have realized the mass production of high-end speakers with screen and screenless to achieve diversified product covers
Skyworth Digital
Xiaobai is a light luxury smart brand launched by the company for the Internet OTT commission market, covering TV boxes, smart projectors, smart speakers, etc.; The company cooperated with Baidu to launch Skyworth Xiaodu 4I box and other products, based on the intelligent entertainment center, integrating smart box, speaker, A intelligent assistant and other functions
Zijian Electronics
The company is mainly engaged in the research, production and sales of emerging consumer rechargeable hammer ion battery products, which are used in Bluetooth headsets, smart wear or smart watches, ARNR, etc., smart speakers, etc
Anker Innovation
The company is one of the earliest intelligent hardware distributors to layout Bluetooth speaker products and true wireless headphone products, and has accumulated hundreds of patents in the direction of wireless audio, occupying a place in the global wireless audio, especially wireless headphone market
Electroacoustic Synoda
Manufacturers of electroacoustic components and electroacoustic components, the company has vehicle voice modules, smart speaker mold tears and other businesses, intends to acquire 100% equity of silverless core, Wuxi core mainly develops, produces and sells MEMS microphones, products are used in intelligent loading. Smart speakers, laptops, etc
Walt shares
The company continues to deepen the development of smart home materials for smart speakers, and has successively developed multiple series of materials with special color, high gloss and high heat dissipation, and have been applied to smart speaker products of well-known customers such as Ali, Huawei, Harman/Kardon, Sony, and JBL
Spring for technology
The main business of Dongguan National Tengyun Intelligent Technology Co., Ltd., a shareholding subsidiary, is the research and development, design and production of smart speakers, smart headphones, smart learning machines, smart toys, stationery, electronic equipment and other electronic products, office supplies and other products
*Disclaimer: The content of the article is for informational purposes only and does not constitute investment advice
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