During the 618 shopping festival in 2025, China's smart speaker market experienced a strong recovery. According to the latest data, online sales reached 802,000 units, an increase of 7.5% compared to last year, while sales revenue increased by 15.2% year-on-year. This significant growth is attributed to the widespread application of AI large model technology, which has made smart speakers more powerful and provided a better user experience.
Data shows that smart speakers equipped with AI large models now account for nearly 40% of the market. Specifically, the market share in the second quarter of 2025 reached 36.8%. This trend indicates that consumer demand for smart speakers is gradually increasing, especially after technological innovations, as product interaction capabilities and user experience have significantly improved.
As a market leader, Xiaomi's "Super Xiaoi" AI large model smart speaker Pro performed outstandingly during the 618 period, firmly securing the top position in single product sales. Its performance in voice interaction and intelligent Q&A was particularly impressive, offering users a more humanized experience. At the same time, Baidu also launched several new products equipped with "Wenxin Large Model" technology in May, among which Da Jin Gang Pro and the smart health screen stood out, becoming one of Baidu's main smart speaker models.
Compared to traditional smart speakers, products equipped with AI large models have made a qualitative leap in areas such as intelligent voice Q&A and interaction capabilities. This more humanized and intelligent interaction experience has made consumers willing to pay for these high-performance products. This phenomenon marks that after four years of decline, the smart speaker market is finally expected to achieve stable recovery.
With the continuous advancement of AI large model technology, the smart speaker market will continue to maintain its growth momentum, and consumers will enjoy a more intelligent and convenient lifestyle.
