The main question is whether Google can expand its hardware efforts sufficiently to serve as a buffer against any problems. While Google refreshed its phone lineup with last year’s Pixel 6 and the recently launched Pixel 7, it’s unclear whether this has translated into increased sales. In 2021, Google shipped 4.5 million phones, while Apple and Google shipped well over 200 million each. While Google-powered smart speakers have performed well (they are second only to Amazon in lifetime sales), the company is only now developing its first in-house smartwatch. It’s also making a comeback in the tablet market after a long absence.
