Tmall Elf sells 1 million units, the Chinese smart speaker market will blowout?

[Netease smart news November 14 news] Recently, Alibaba official announced its smart speaker product Tmall Elf X1 during the double 11 sales exceeded one million units.

It is reported that before the dual 11 began, Ali will be the original price of $ 499 Tmall Elf X1, marked as "99 yuan after the coupon", less than 1/5 of the original price. 99 yuan price so that the Tmall Elf X1 quickly become a number of users early adopters intelligence The best choice of speakers, and therefore has a short period of time sales of more than 100 million units, which is a surprise to the domestic smart speaker market sales.

Many industry sources said that this is not a strange thing. According to Xie Taoxia, chief executive of Haizhi Smart, a domestic voice technology company, it is normal for Ali to obtain such a figure with such popular price promotions. Before the millet speaker's price was changed to 299, the entire industry recognized the industry. In general, the smart speaker market in China has never been hot to hot, which cannot be achieved without the promotion of these giants.

Prior to this, the domestic smart speaker market was still in its infancy. Many analysts believe that the Chinese market is still a year or two away from the threshold of millions of sales. However, under the strong promotion of Ali, China's smart speaker market was catalyzed at an extremely fast pace. Going out to ask CEO Li Zhifei commented: In front of the Internet giants who are more money and more wolf, all the rational analysis and prediction, the channel brands of traditional consumer electronics, and the long-term accumulation of entrepreneurial technology companies are pale. What kind of pricing policy would Teddy Elves take after being curious about double eleven?

At present, there have been many smart speakers on the domestic and foreign markets, including Amazon's Echo series (second-generation Echo starting at about 660 yuan), Google Home (about 860 yuan), and the domestic market's Rokid moonstone (priced at 1399 yuan ), asking questions to ask the speaker (priced at 999 yuan), Himalayan Xiaoya speakers (priced at 999 yuan), Lou Lou Lou Lou, the second generation of speakers (priced at 799 yuan), Xiaomi's little love students (sale Price 299 yuan).

On the one hand, it is the catalysis of the giants. On the other hand, from a rational perspective, the price of 99 yuan means that Ali cannot recover costs.

Obviously, Ali and Xiaomi are stimulating the market with low prices, occupying market share in advance, especially after the Tmall Genie X1 has dropped from 499 yuan to 99 yuan for the “cabbage price”. Objectively speaking, the popularity of the Tmall Elf has also played a role in the education market, pushing the Chinese smart speaker market to break the threshold of one million and move toward a more mature stage. Moreover, the early use of a large number of users can also help Tmall Wizard optimize its own products.

For 2018, Xie Dianxia predicts that the sales volume of China's smart speaker market is likely to exceed 10 million units. However, some people close to the supply chain said that the Tmall Elves will ship millions of units at a time, and production capacity may be a problem in the short term. (Small 羿)

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