Canalys analysts forecast that the installed base of smart speakers will grow from 114M units in 2018 to 207.9M in 2019, a growth of 82.4% (Sarah Perez/TechCrunch)

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Smart speakers’ global installed base is on track to top 200 million by the end of this year, according to a report out today from analysts at Canalys. Specifically, the firm forecasts the installed base will grow by 82.4 percent, from 114 million units in 2018 to 207.9 million in 2019. The U.S. will continue to lead in terms of smart speaker adoption, but a good portion of this year’s growth will also come from East Asian markets —  particularly China, the report says.

The firm estimates 166 percent year-over-year growth in the installed base for smart speakers in mainland China this year — going from 22.5 million units in 2018 to 59.9 million in 2019 — to reach 13 percent smart speaker penetration in the region. That’s compared with 46 percent growth in the U.S. — going from 60.2 million units in 2018 to 87.8 million in 2019.

The market for China will also look much different from the U.S., where Amazon and Google today dominate. These companies don’t have a smart speaker presence in China. That means others — like Alibaba’s Tmall Genie, Xiaomi’s Xiao Ai, Baidu’s DuerOS and more — will gain traction instead. Canalys predicts Tmall


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