Google says Assistant now on more than 400 million devices

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“),

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