Reply Hazy, Try Again Later

Over at Slate, Will Oremus lets us know Alexa is losing her edge:

As recently as a year ago, Amazon single-handedly controlled the global smart speaker industry, with a market share upward of 75 percent, according to estimates from two of the leading market watchers, Strategy Analytics and Canalys, based in Singapore. Amazon itself boasted in a February earnings report that it had sold “tens of millions” of Echo devices in 2017. That figure included not only its flagship Echo smart speaker but the Echo Dot, Echo Show, and other Echos, the company clarified to me (though not other Alexa-powered gizmos, such as the Tap or Fire TV). It makes sense that Amazon was crushing the competition, because there wasn’t much competition yet: Google had just launched the Home in late 2016, and Apple’s HomePod was not yet on the market. The Echo has been available since 2014.

Would-be rivals faced an uphill struggle. Amazon’s head start in smart speakers resembled the daunting leads that Apple famously built in portable MP3 players, smartphones, and tablets. But Apple’s high prices at least gave competitors an opening to build cheaper alternatives for the mass market. Not so with Amazon. Because it viewed Echo partly as a path to Amazon purchases, the company sold its smart speakers at affordable prices, opting to maximize sales rather than profit margins. How could latecomers compete?

First off, Oremus is being selective with his MP3 player timeline.

Apple entered an already crowded MP3 player market when it launched the original iPod in 2001. The classic and often quoted ‘BrownFury’ on SlashDot said what all short-sighted nerds at the time were thinking, No wireless. Less space than a nomad. Lame.

Table stakes, erroneously determined by the dorks, had been set. Apple was a day late and a dollar short. Except they weren’t.

Amazon was first to market with the Echo, but not best to market. The smart speaker product segment is still a young one and it’s unclear which one(s) will be the winner(s). A few weeks ago I questioned the value of a speaker you can order things from (will this blog entry look cute and naive in a decade?).

As I see it, Google seems to have the biggest lead in AI assistants and voice recognition/dictation, but Apple will be releasing iOS 12 in a month which includes Siri Shortcuts, something I’m very excited about.

Maybe Apple ends up dominating the premium end of the smart speaker category, mirroring what they have been doing with the iPhone for 10 years, while Google and Amazon fight for the rest. Maybe Google winds up the winner.

We don’t know. Won’t know for a while.

Tags:

 /  /  / 

HomePod – More Than a Speaker + Siri

Over in the r/apple subreddit, u/Arve highlights an interesting thread in the r/audiophile subreddit concerning what’s under the hood in Apple’s new Siri-enabled HomePod:

There is one comment from that thread I’d like to highlight:

  1. They’re using some form of dynamic modeling, and likely also current sensing that allows them to have a p-p excursion of 20 mm in a 4″ driver. This is completely unheard of in the home market. You can read an introduction to the topic here. The practical upshot is that that 4″ driver can go louder than larger drivers, and with significantly less distortion. It’s also stuff you typically find in speakers with five-figure price tags (The Beolab 90 does this, and I also suspect that the Kii Three does). It’s a quantum leap over what a typical passive speaker does, and you don’t really even find it in higher-end powered speakers
  2. The speaker uses six integrated beamforming microphones to probe the room dimensions, and alter its output so it sounds its best wherever it is placed in the room. It’ll know how large the room is, and where in the room it is placed.
  3. The room correction applied after probing its own position isn’t simplistic DSP of frequency response, as the speaker has seven drivers that are used to create a beamforming speaker array,. so they can direct specific sound in specific directions. The only other speakers that do this is the Beolab 90, and Lexicon SL-1. The Beolab 90 is $85,000/pair, and no price tag is set for the Lexicon, but the expectation in the industry is “astronomical”.

Lots of people online are calling it overpriced because they think Apple just slapped a bunch of speakers in a circular configuration and added Siri, but the engineering behind it is extremely audiophile niche stuff. And it does this all automatically with no acoustical set up or technical know how. And even if you are obsessive about your existing tuned audio set up, just think of how much better enthusiast stuff will become once this kind of technology becomes the accepted mainstream baseline for speakers.

So Apple has included a technology in HomePod only found in $85K speakers.

Details like this make the differences between Apple and Amazon crystal clear.

The fact that both HomePod and Echo both have integrated AI assistants is where the comparisons end. The purpose of the Echo is to make it easier to order more things from Amazon. Apple has nothing analogous to Amazon’s megastore, so it needs to be something more than a “good enough” speaker you can order shit from.

via Twitter

Categories:

Product, Technology

Tags:

 /  /  /  /