China's Smart Speaker Sales Exceed 10 Million, Only 33% of Devices Equipped with Large AI Models! Is the Boom of AI Speakers Around the Corner?

In the first three quarters of 2025, China's smart speaker sales reached 10.54 million units, and the annual sales may reach 14.2 million. However, the industry faces a critical challenge: only 33% of devices are equipped with AI large models, and nearly 70% still rely on basic voice interaction, indicating insufficient popularization of intelligence. The high-end market was driven by "Super Xiaoai," with large models becoming a new selling point.