Google said in a blog post this morning, “The [Google] Assistant is now available on more than 400 million devices.” When Google says “devices” it’s including Android smartphones, tablets, TVs, headphones . . . and Google Home smart speakers. What we don’t get from the post is how many Google Home, Mini and Max speakers were sold in 2017. Four hundred million is a massive number but it’s going to be mostly Android smartphones. If Google were really psyched about the Home figures it would have called them out specifically. We can make a crude estimate of how many Google Home devices there are in US households. Based on a review of data from NPR, Strategy Analytics and Consumer Intelligence Research Partners, it appears that Google Home has roughly a 25 percent share of the US smart speaker market. Specifically, Strategy Analytics estimated that Google’s share of Q4 smart speaker sales was 24 percent. Walker Sands (“Future of Retail 2017“), Search Engine Land Source
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