Why are Sonos speakers never included in the list? Comparing the Sonos One is a more realistic comparison than budget speakers.
I agree.
Apple positions HomePod as a good quality wireless speaker with Siri integration, not really as a home automation assistant. So these kind of market analysis reports incorrectly try to compare Apple to oranges here. Nobody wants to spend $300+ to turn on their lights or TV. Nobody buys a $30 device as a good quality music speaker. Perhaps more closely would be to compare Echo Plus or Home Max which are intended to be good quality speakers with smart assistant integration, but mostly Amazon and Google have flooded the market with their $30 pucks these days.
Sonos is, at least, a good sounding wireless speaker with assistant integration and most people do not buy Sonos to be a home automation device but rather a good quality speaker that "can" do home automation or at least support it in the home. It is a much better comparison to what Apple intended HomePod for, HomePod is more in the same category as "me too" devices like TV's and soundbars that have smart services built in, but those devices are not really about those smart services. Nobody buys as TV for instance, to turn on their lights, again.
Overall you have to accept that HomePod's position in the market is confusing which is why consumers are avoiding it. I am not sure if this is Apple's fault or just bad analysis by these marketing companies and tech bloggers that try to force these products into the same category. HomePod is too expensive and underwhelming compared to Echo Dot's and Google Home Mini's to turn on lights and such but there are also MANY high quality smart-ish wireless speaker competitors in the same market segment that is hard for HomePod to compete against. Sonos is already very well entrentched and is backed by a better assistant service, for instance, and I think you will find that compared to Sonos, HomePod is a distant runner up as well.
Apple should, like Microsoft did with Cortana, de-position Siri as a "home automation assistant", in the same way Amazon and Google offer their assistant services, and instead just treat it like a vocal interface to their devices. Most market analysers are trying to equate these products and HomePod is clearly not a contender in the eyes of the consumers. I think there is a, limited, market appeal for the HomePod, but I don't think its the same market as an Echo or Home device and I don't think people should assume Apple will ever reach parity in this arena.