Present and future_of_mobile_gaming_industry


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Discuss mobile gaming industry and investment opportunites

Present and future_of_mobile_gaming_industry

  1. 1. Present and Future Mobile Gaming Oscar Wang
  2. 2. Outline
  3. 3. Outline
  4. 4. 3 factors for mobile Internet boom From “Top 10 Mobile Internet Trend”, Mary Meeker KPCB 3G Penetration: US 47%; Japan 95%; Korea 79% Mobile devices overpass PCs in 2011 Increasing 3G penetration rate 190M Android and 250M iOS activated Devices Huge selection of applications Mobile Internet Boom!
  5. 5. Mobile g aming industry overview <ul><ul><li>Fragmented market </li></ul></ul><ul><ul><li>No dominating player </li></ul></ul>US/EU <ul><ul><li>Dominated by Gree & DeNA </li></ul></ul><ul><ul><li>Browser games is more popular than App game </li></ul></ul>Japan <ul><ul><li>Big developer base </li></ul></ul><ul><ul><li>Not a big revenue source yet </li></ul></ul><ul><ul><li>High user base </li></ul></ul><ul><ul><li>Low ARPU </li></ul></ul>China
  6. 6. Investment and M&A are accelerating <ul><li>In 2009, 115 companies raised $663.1 million </li></ul><ul><li>In 2010, 91 companies raised $1.05+ billion! </li></ul>Company Business Capital Raised ($ MM ) Investors Playdom Mobile game 763 Disney Ngmoco Mobile game 403 DeNA OnLive Clouding game 60 BT Rovio Mobile game 42 Accel Partners Booyah LBS social game 20 Accel Partners, KPCB TinyCo Mobile game 18 Andreessen Horowitz Flurry Mobile analytics Distribution 15 Union Square Venture, DFJ, First round capital Glu Mobile Mobile game 13 NEA Digital Chocolate Social game 13 Sequoia, KPCB Pocket Gems Mobile game 5 Sequoia Heyzap Social game platform 3 USV
  7. 7. Outline
  8. 8. Closed iOS ecosystem
  9. 9. Open Android ecosystem: Now Wild West but law and order will be enforced
  10. 10. Differences among Android App Stores
  11. 11. How to monetize
  12. 12. Outline
  13. 13. What MATTERs for a hit game App store
  14. 14. Outline
  15. 15. Category and major players
  16. 16. A glimpse of US teams Storm8/TeamLava Glu Foundation Mar. 2009 2001 Introduction <ul><ul><li>One of the largest mobile social games developer in the U.S. </li></ul></ul><ul><ul><li>A public-traded leading global publisher of 3D social mobile games </li></ul></ul>Hit Games <ul><ul><ul><li>From Storm8: World War, Racing Live, Pets Live, iMobsters </li></ul></ul></ul><ul><ul><ul><li>From TeamLava: Bakery Story, Restaurant Story, City Story, Farm Story and Fashion Story </li></ul></ul></ul><ul><ul><ul><li>Gun Bros, Deer Hunter </li></ul></ul></ul>Capital <ul><ul><ul><li>Raised $300M in latest round led by Accel Partners at $1B Valuation </li></ul></ul></ul><ul><ul><ul><li>Once was Zynga’s M&A target, but valuation is way too high </li></ul></ul></ul>$13M in private placement from investors: Greenway Capital, Cypress Capital, New Enterprise Associates and etc Data <ul><ul><ul><li>Reached 200M downloads, more than 58M mobile devices and US$1M revenue in 2011 </li></ul></ul></ul><ul><ul><ul><li>Over 100M installs by 2011 </li></ul></ul></ul><ul><ul><ul><li>In Dec 2010 12.1M MAU </li></ul></ul></ul><ul><ul><ul><li>In Dec 2010 128% qoq revenue growth </li></ul></ul></ul>
  17. 17. A glimpse of Japanese teams
  18. 18. A glimpse of Chinese teams and games <ul><li>Mobile social game platform </li></ul><ul><li>Support Android and iOS </li></ul><ul><li>Raised $18M in Series B </li></ul><ul><li>25 million users </li></ul><ul><li>ARPU $22.6/month </li></ul>
  19. 19. Middleware Products
  20. 20. 3D Engine Products Unity Unreal Background <ul><li>Mainstream product </li></ul><ul><li>Browser-based technology </li></ul><ul><li>Raised US$ 12M in Series B round </li></ul><ul><li>High-end product </li></ul><ul><li>Infinity Blade, created by Unreal, raised the bar for mobile game and generated $10 million in the first six months of release. </li></ul>Pros <ul><ul><ul><li>Supports iOS and Android </li></ul></ul></ul><ul><ul><ul><li>Supports C#, JavaScript, OpenGL, DirectX, built-in Graphic Editors </li></ul></ul></ul><ul><ul><ul><li>Easy to program and debug </li></ul></ul></ul><ul><ul><ul><li>Supports plug-ins created by users </li></ul></ul></ul><ul><ul><ul><li>Free indie license + $1500 full license </li></ul></ul></ul><ul><li>Triple-A gaming experience </li></ul><ul><li>Strong performance </li></ul>Cons <ul><ul><ul><li>May have performance issues </li></ul></ul></ul><ul><ul><ul><li>Non pure-native look & feel </li></ul></ul></ul><ul><ul><ul><li>Limited API set </li></ul></ul></ul><ul><ul><ul><li>Expensive </li></ul></ul></ul><ul><ul><ul><li>Complex and hard to develop and debug </li></ul></ul></ul>
  21. 21. HTML 5 Framework
  22. 22. PhoneGap – an HTML 5 Framework
  23. 23. Marketing/Distribution teams
  24. 24. Outline
  25. 25. Future of Mobile Gaming
  26. 26. Trend and investment opportunities <ul><li>Bet on infrastructure/middleware consolidation opportunity rather than single mobile game </li></ul>
  27. 27. <ul><li>THANKS! </li></ul><ul><li>@WangWho_ </li></ul><ul><li> @ 汪浒 </li></ul><ul><li> </li></ul>