Neil Cybart Neil Cybart

Smart Speaker Competition, HomePod vs. Sonos, HomePod's Most Formidable Competitor (Daily Update)

Hello everyone. There were a few loose ends found with yesterday's update regarding HomePod and the changing competitive landscape. We will tackle those items today. The discussion goes over HomePod vs. Nest / Echo / Sonos. In addition, we go over what Neil views as the HomePod’s most formidable competitor.

Let's jump right in.


Smart Speaker Competition

The smart speaker landscape has seen quite a bit of change in just a few years. The late-2010s saw a wave of speakers enter the market spanning the price and feature spectrums. Companies that entered the space with cheap speakers introduced better-sounding speakers.

We have since seen something of a shaking out process. More niche speakers went on to be discontinued. Apple went through its share of smart speaker strategy changes.

The two big speaker players (Google and Amazon) currently have the following smart speaker product lines:

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Neil Cybart Neil Cybart

HomePod: The Discontinuation That Still Has Unanswered Questions (Above Avalon Report)

An examination of the run-up, decision, and fallout related to Apple’s most curious product discontinuation.

Written by Neil Cybart

In March 2021, Apple discontinued the original HomePod with the stated reason of focusing on the HomePod mini. The decision was a curious one, not only because Apple rarely discontinues products, but also the HomePod mini is an all-around inferior product in comparison to the HomePod.

More than a year later, all of the questions related to Apple’s decision to discontinue HomePod remain just as valid today. The HomePod was one of the more impressive products Apple had shipped in years. The stellar music listening experience obtained by pairing two HomePods together remains an eye-opening experience. It’s hard to imagine Apple executives have replaced original HomePods in their homes with HomePod minis.

HomePod may be up there as the most questionable product discontinuation in modern Apple. In its quest to say no much more often than yes, the HomePod may have fallen victim to Apple’s focus culture.

The Stationary Smart Speaker Market

In the late 2010s, we experienced a stationary smart speaker mirage. Companies were using smart speakers to take advantage of an awkward phase of technology in which there didn’t seem to be any clear direction as to where things were headed.

An Above Avalon membership is required to continue reading this report. Members can read the full report here. An audio version of this report is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here.

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  • Receive Exclusive Daily Updates. The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Updates are sent via email and go over current news and developments impacting Apple, its competitors, and the industries Apple plays in (or will play in). Approximately 200 daily updates are published throughout the year. Sample daily updates can be viewed here, here, and here.

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