vrijdag, september 21, 2018

Amazon's growing CPE portfolio: what's next - smart TV, smart city?

Amazon's Echo/Alexa event, 20 September 2018

New Echo devices:

  • Auto: invitation only, $25; control car's infotainment system
  • Wall Clock: $30; Bluetooth for alarms & reminders
  • Input: $35, add Alexa to existing speaker
  • Sub: $130, subwoofer
  • Link: $200, connect to home stereo
  • Link Amp: $300, amplifier
Renewed Echo devices:

  • Dot: $50
  • Plus: $150
  • Show: $230, 10 inch HD screen, works with Ring doorbells, Skype for calls, Silk browser, Firefox, accompanying stand $30
Other devices:
  • AmazonBasics Microwave: $60, with Dash Replenishment Services
  • Amazon Smart Plug: $25
  • Fire TV Recast: DVR, connects to Fire TV devices, with antenna for FTA TV; $230 for 2-tuner 500 GB version, $280 for 4-tuner 1 TB version
  • Ring Stick Up Cam: $180, with Ring Alarm, wired or battery
New Alexa features


  • TIDAL & Amazon Music new release notifications
  • Email management
  • Step-by-step cooking
  • Location-based routines
  • Smart home and home monitoring: Alexa Guard (security), Hunches (experiments with emotional awareness), Local Voice Control
  • FreeTime on Alexa features: Routines, podcasts, new skills
  • Partners with Microsoft for Skype (voice & video, SkypeOut, Bing) and Alexa (on Xbox), integration of Alexa and Cortana
Other
  • Launches Wi-Fi Simple Setup for smart home
Takeaways
  • Growing CPE portfolio; next: TV? try the smartphone again?
  • Focus on smart home (full vertical integration), first step to smart car; next: smart city?
  • Intermediate devices to control legacy electronics
  • Alexa to rule them all
  • Microsoft (i.e. non-Google, non-Apple, non-Facebook) partnership for VoIP (Skype) and search (Bing)