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September 17, 2018

Amazon Alexa amplifier, receiver, subwoofer

  • September 17, 2018
  • 103 replies
  • 3465 views
This is getting very interesting. With the addition of Alexa Cast, which IME works better than Chromecast, and certainly better than AirPlay, Amazon is building quite a system. Obviously they don’t have SonosNet, but with lots of mesh WiFi systems on the market now, they may not need it.

https://www.cnbc.com/2018/09/17/amazon-planning-8-new-alexa-devices-microwave-amplifier.html
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103 replies

September 23, 2018

I may be missing something, but I can't see the Link or Link Amp as anything but direct competition with the Connect and Amp/Connect:Amp.

You are not missing anything. It is direct competition now in the arena that Sonos made its own for ten years - multi room wireless audio. Sonos has never been able to achieve quite the same position with its TV offerings, and I am sure that Amazon will add on TV as an apparent afterthought soon enough.
This is getting to look a lot like the BlackBerry story, where email was supposed to be the killer app, long after smartphones took that advantage away by offering a lot more in addition to doing emails just as well. There too the Samsungs were competing with the Apples and Motorolas, and that ended up sidelining and then marginalising BB. That Spence was in a leadership position there as well towards the end is an interesting coincidence, that could cut both ways for Sonos. On a personal note, I switched from BB to smartphones only a couple of years ago, thinking that the email conveniences of BB could never be achieved in smartphones, until my son who never had used BB, showed me that emails were just as easy on a Moto G. And the present generation does not even do as much emails as we did; they use whats app and the like.
It will now be a lot easier now to see how Sonos is faring - track the stock price, if following published financials every quarter is too much of a task.
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chicksAuthor
September 23, 2018
Will be interesting to watch adaption of Alexa Cast, once the API is published, vs Sonos Direct Control. I believe Pandora is so far the only Direct Control adopter, though don’t quote me. So, Sonos is having to support Direct Control, AirPlay, Spotify Connect, Alexa Cast and Google’s current protocol, whatever that is.

Alexa Cast already works on all Echo devices, including Sonos, so is a much bigger market for the likes of Tidal, Deezer, Pandora, etc. than is Direct Control. Amazon typically makes their APIs very easy to use, so even smaller players will be able to include Alexa Cast in their apps.
September 23, 2018

Alexa Cast already works on all Echo devices, including Sonos, so is a much bigger market for the likes of Tidal, Deezer, Pandora, etc. than is Direct Control. Amazon typically makes their APIs very easy to use, so even smaller players will be able to include Alexa Cast in their apps.

It was never going to be easy for Sonos to compete head on with the likes of Amazon. From aspects ranging from the above, to speed of product development to global rollouts. As to the last bit, witness how Sonos hasn't been able to release Alexa integration in India for over a year; Amazon has simply sidestepped their partner because they cannot afford to not have Alexa in India, or have it arrive only after Sonos is able to bring it there, and will release the new products in India within a month after their release in the US, at prices based on what the Indian market can support. Sonos never had a noticeable presence in India, and I doubt that now they ever will. Losing large growth markets overseas cannot usually be done without an impact in the long term on what happens at home - whether the competition is from overseas or from the home country.

Sonos may have found itself in a place where it is too small to compete globally with the Amazons of this world, and too big to continue as a niche player in select markets. It will take a remarkable series of successful steps to negotiate its way out of there, remaining as an independent company.

I don't know if business schools still use case studies the way they used to; this has the makings of a classic.
September 23, 2018
For those that are a little out of date about the India story, some interesting and perhaps little known facts about the Indian market:
1. The largest market in the world already for Whats app, with 200 million users.
2. The second largest market in the world for smartphones, after China.
3. The biggest future market for Amazon; China doesn't figure here because it was lost to Chinese players some years ago. Amazon has invested some 5 billion dollars till now in developing the Indian market because having lost China, it cannot afford to lose India. And their biggest local competitor was recently bought by Walmart for 16 billion dollars for a 77% controlling stake.
Sonos has chosen to completely ignore this market till today, and there are no signs of this changing.
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chicksAuthor
September 23, 2018
The first quick review I have seen of the Sub holds promise for customers and concern for Sonos. At USD 250 for an Echo pair+ Sub bundle, the price is compelling and if the sound is good as the review suggests, I can see many takers:
https://www.digitaltrends.com/smart-home-reviews/amazon-echo-sub-review/


Reviews will reveal whether it will kick the HomePod to the curb, as a pair of Sonos Ones easily does. Doubtful, unless they really up the SQ of an Echo stereo pair. A stereo pair of HomePods is $700. A Black Friday 2.1 Echo setup would be far cheaper, but I'm betting a Sonos One pair will still sound better, requires just two outlets, and no ugly, bulky wall warts. Plus, of course, the ability to add the Sonos Sub to the Ones pair makes for a system that simply can't be matched by Apple or Amazon, except with the upcoming Link setup with external amp, speakers and lots of wires; different category altogether.

What Amazon is doing, though, is duplicating one of Sonos' most compelling features. The "building block" approach. Start with one speaker, add a stereo pair, later on add a sub, maybe a Link to the old stereo... Same thing most of us have been through with Sonos. Apple has nothing similar. Google does, but theirs isn't nearly as compelling, thus far, IME. The Play:1 and now the One are foundational to this. The Echo doesn't offer good enough SQ for me, but many others have obviously found it to be good enough.
Lyricist III
September 24, 2018
I don't think Sonos is too worried about the competition. They are still a relatively small company with a very tight user base. This multi-room audio craze will only be a good thing for Sonos.

Nothing that Amazon announced is making me question my use of Sonos. The major missing component for Amazon is a good user experience. Having Alexa start a specific room or skip tracks is nice but controlling an entire home would be painful through voice commands. Even with smart groups. The Alexa app is one of the worst apps I have the privilege of trying to use. For me the greatest thing about Sonos is the app (and maybe the sub). I just do not understand the appeal of casting or airplay unless you live in a dorm room with a single speaker.

If Amazon is doing one thing right it's capturing the entry level market with these cheap products and letting people grow their system organically. A Sonos mini sub would help those entry level users expand their Sonos One systems.
September 24, 2018
Same thing most of us have been through with Sonos.
Because at that time, the Echo portfolio as it is starting to assume shape, was missing as an option. For someone starting down that road, where does Sonos fit with these products at one end, and a Dot fronted high end stereo system on the other? That space between the two is rapidly getting narrower, I suggest. From both a sound quality as well as price points view.
September 24, 2018
I don't think Sonos is too worried about the competition.
For Sonos' sake, you had better not be right with the above. Blackberry deja vu, if so, down to the supposedly tight user base.
melvimbe
September 24, 2018

I may be missing something, but I can't see the Link or Link Amp as anything but direct competition with the Connect and Amp/Connect:Amp. Adding digital inputs just makes it even better at a lower price.


My point was I don't think Amazon decided it needed to make these products in order to complete with Sonos. Sonos just isn't that big of a threat to Amazon. I actually think these products are more about their goal of dominating the voice assistant market and reaction to what Google and Apple has done. Before these products, Amazon didn't have their answer to the Google Max and Apple Homepod. Now they do. The link products, while definitely an option for anyone considering Sonos Connect products, are more about keeping customers from going with Google or Apple systems over keeping them from going Sonos, IMO.

I suppose it doesn't really matter, as the effect is the same for Sonos.
Danny
melvimbe
September 24, 2018
I don't think Sonos is too worried about the competition. They are still a relatively small company with a very tight user base. This multi-room audio craze will only be a good thing for Sonos.


They definitely need to take the 'threat' seriously, and I think they have. I think the addition of voice assistant support as well as lower priced entry points kind of shows that. They still need to be the higher sound quality option, but they cannot afford to pretend Amazon's actions won't effect their sales.


Nothing that Amazon announced is making me question my use of Sonos. The major missing component for Amazon is a good user experience. Having Alexa start a specific room or skip tracks is nice but controlling an entire home would be painful through voice commands. Even with smart groups. The Alexa app is one of the worst apps I have the privilege of trying to use. For me the greatest thing about Sonos is the app (and maybe the sub). I just do not understand the appeal of casting or airplay unless you live in a dorm room with a single speaker.


For many customers, they really don't have much need for a multi-room system, and a set of good speakers in one room is enough. I imagine a lot of Sonos customers are like that as well. They aren't building their dream sound system, just an upgrade (in quality or ease of use) over what they currently have.

From what I've observed on the boards, people like casting/airplay because it allows them to use the same apps at home that they use when they're away from home, and because it's easier for guests to use. Companies push casting type features because it gets customer used to using their services all the time in all scenarios.


If Amazon is doing one thing right it's capturing the entry level market with these cheap products and letting people grow their system organically. A Sonos mini sub would help those entry level users expand their Sonos One systems.


I don't know that the size of the sub is as big of a problem as the price. The need a quality sub below $400. It the can sell the existing sub at that price and still make a profit, then I think that could work almost as well as a new product.
Danny