One 、 Overview of online game industry


Online games are composed of software programs and information data , Through the Internet 、 Game products and services provided by mobile communication network and other information networks , Players can interact with other users by controlling personas or scenes in the game , Achieve Entertainment 、 Communication and communication purposes 。 With social modernization 、 Continuous advancement of electronization , On the basis of increasingly satisfying material level , People's demand for spiritual entertainment is constantly increasing , Online game is based on its story 、 Social and communication characteristics , It has become one of the main ways of leisure and entertainment for contemporary people , The market scale of online games is also expanding 。


According to different game terminals , Online games are mainly divided into three categories : Client games ( Terminal Tour )、 Web games ( Webpage Game ) And mobile games ( mobile game / Mobile Games )。 The client game mainly refers to the game that can run only when a large software client is downloaded on the computer , Web game refers to direct click to open a web page and only use it flashplayer Games that can be run by plug-ins , Mobile games generally refer to games that can run on mobile phones and other mobile terminals 。


Online games can be generally divided into role playing 、 Simulation strategy 、 Chess and card leisure 、 Five categories of leisure sports and community interaction 。 Role playing games generally use MMORPG(MassiveMultiplayerOnlineRole-PlayingGame)、PRG(Role-PlayingGame) Mainly ; Simulation strategy games generally use SLG(SimulationGame)TCG(TradingCardGame) Mainly ; Chess and card leisure games are generally dominated by chess and card games and adventure games ; Leisure sports games include racing games 、 Dance games, ball games, etc ; Community interactive games have strong social attributes , For example, the truth of the big adventure 、 Farm stealing vegetables, etc 。

Two 、 The growth rate of online game industry is relatively stable , Mobile games have become the core pillar


Online game industry 2005 The rapid growth period began in ,《 legend 》、《 Dream journey to the West 》、《 A journey to the West 2》、《 World of Warcraft 》、《 journey 》 and 《 ask the way 》 A large number of excellent online game masterpieces came out , Bring unprecedented prosperity to the whole online game industry 。2013 Year on year growth of China's online game market 38%, After that, the growth rate of the industry continued to decline ,2016 Annual industry growth 17.7%, Marking the rapid growth of China's online game industry into a mature and stable development cycle 。

2012-2018 The changing trend of China's online game market in

data sources : China Business Industry Research Institute

Although the overall growth of online game industry has entered a stable period , But there are obvious differences in the performance of market segments 。2016 year , Terminal Tour 、 The market size of page Games has declined , Industry tends to be saturated , Manufacturers face stock game 。 Corresponding to this ,2016 Year on year growth of Chinese mobile game market 59%, Although compared with 2015 Annual growth slows down , But still in a period of rapid growth 。


2013 From , End game and page game market share are declining , The market share of mobile games is rising rapidly 。2016 year , Market scale of Chinese mobile games 819 Billion , For the first time 583 Billion becomes the largest market segment 。 The market share of mobile games has increased year by year , And the fastest growth rate , The main focus of the future online game market is still in the mobile game market 。

2012-2018 China end tour in 、 Webpage Game 、 Change trend of mobile game market scale

data sources : China Business Industry Research Institute
Three 、 Demographic dividend exhausted , Stable user scale

by 2016 end of the year , The scale of online game users in China has reached 4.17 Billion , Increased by about 260 ten thousand , About the total Internet users 57%。

2012-2018 Statistics of China's online game users in

data sources :CNNIC、 China Business Industry Research Institute

among ,2016 Annual mobile game users 3.85 100 million , Year on year growth 7.5%, Growth rate from 2013 Year on year decline , There are two main reasons :1) The user base is already very large , Disappearance of demographic dividend ;2) Many products 、 Heteromorphism and homogeneity 。


And the core reason is the disappearance of demographic dividend 。2016 year , The number of mobile game users in China is 3.85 100 million , The total number of game users is 4.17 100 million , The number of mobile Internet users is 6.75 100 million 。 From permeability analysis , The number of domestic mobile game users accounts for the total number of domestic game users 92%, Of total mobile users 57%, The penetration rate of mobile players to the whole game players is close to saturation , Demographic dividend no longer 。

Whether it's a client , Mobile or mobile , The user scale of the game has reached the bottleneck , China's game market scale needs to be further improved in fine operation 、 Product innovation 、 Industrial integration 、 Looking for a breakthrough in international development 。

Four 、 Domestic game export , Looking for a bluer Market


The demographic dividend of domestic mobile games is disappearing , Industry concentration increased , Small and medium-sized game companies are facing huge survival pressure 。 Within the industry “ If you don't go out to sea, you're out ” Become a consensus , Many small and medium-sized game companies are looking for more blue ocean foreign markets 。2008 year , Overseas sales revenue of domestic online games 7000 Ten thousand yuan ,2016 The overseas sales revenue of domestic online games increased to 72.3 100 million yuan ,GAGR reach 78.5%。

2012-2018 Overseas sales revenue of China's independent R & D online games in

data sources : China Business Industry Research Institute
There are three main driving factors for the export of Chinese original games : first , Export of mobile games promotes industrial development ; second , Product localization speed has been significantly improved ; third , Frequent exchanges between domestic and foreign game enterprises 。


The reasons for the rapid growth of the export of Chinese original games in recent years , In addition to the continuous improvement of the overall scale and product quality of online games , Another reason is that more enterprises are no longer limited to simple authorized export mode , And start experimenting with multiple modes 。 More and more companies choose to establish subsidiaries in China and operate independently overseas , At the same time, M & A will become an important means of overseas expansion 。


future , With the increasingly fierce competition in the domestic game market , Overseas market will become the indisputable place for domestic companies , Game companies will launch differentiated products , And export the game overseas in various ways including independent operation , So as to realize the growth of overseas export scale of online games independently developed by China 。

Five 、 Analysis of key enterprises in online game industry

1. Tencent Holdings Limited


Tencent was founded in 1999 year , Listed on the stock exchange of Hong Kong 。 at present , Tencent “ Connect everything ” As a strategic goal , Provide two core services: social platform and digital content 。 Via IM tools QQ、 Wechat and WeChat、 Tencent portal 、 Tencent games 、 Social networking platform QQ Space and other leading network platforms in China , Meet Internet user communication 、 real-time info 、 Entertainment and financial needs 。 by 2017 year 3 month 31 day ,QQ The number of active accounts reached 8.61 Billion , The maximum number of simultaneous online accounts reached 2.66 Billion ; Wechat and WeChat The number of consolidated monthly active accounts reached 9.38 Billion 。


According to Tencent 2017 Financial report for the third quarter of , The company 2017 year 1-9 Year on year growth of monthly income 51% To RMB 421.24 100 million yuan 。 Online game revenue growth 48% To RMB 268.44 100 million yuan 。 This growth mainly reflects the smartphone games ( include 《 Glory of Kings 》 Existing games and 《 Contra : Return 》 And 《 Classic version of Tianlong Tour 》 Waiting for new games ) Contribution of 。PC End game revenue also increased , benefit from 《 DungeonFighter 》 and 《 League of Heroes 》 And other major games 。

2. Perfect World Co., Ltd


Perfect world founded in 2004 year 。 Former US listed company , Currently listed on Shenzhen Stock Exchange 。 rely on 《 Perfect World 》、《 legend of chusen 》 Sustainable operation of equal end Tourism , Make the company an old manufacturer in the end game market , It also brings a number of end transfer resources to the company 。 In the field of mobile games ,《 legend of chusen 》、《 Land of gods and Demons 》、《 Legend of archery Heroes 2》 Good performance in other hand games , It will go online in the future 《 ?Perfect World International 》、《 Smiling and proud in the Jianghu 》、《 Outside the Wulin 》 Waiting for the end to change hands 。 Remove end transfer , Companies and things like 《 Torchlight 》、《 Little Star 》 High quality tour 。


In the field of E-sports ,《Dota2》 And 《CS:GO》 China national service is the sole agent of the company , Strong event influence , Another competitive game 《 Genesis Chariot 》 to 2017 year 7 month 11 Online ; In the field of mainframe , The company is one of the few manufacturers in China that has the ability to produce computer games , existing 《 No winter ol》 Host version ; In the field of film and television , Company on 2016 Purchase of Jindian cinema at the end of the year , Enter the hospital market , At the same time, they're going online 《 Blade attack 》、《 Deep sea sword 》、《 Magic dog Season 3 》 And other high-quality TV plays in line with the theme , among 《 Blade attack 》 It is the second batch of celebration of the founding of the army issued by the TV drama department of SARFT 90 One of the annual reference plays , Another 《 Deep sea blade 》 All for the military Festival , Recommended on Tencent video Homepage ; At sea , Perfect world overseas layout earlier , Global production 、 Global distribution 、 Global partnership for development strategy ,2008 year 4 In June, perfect world established a wholly-owned subsidiary in the United States PerfectWorldEntertainmentInc;2010 Established a wholly-owned European subsidiary at the beginning of the year ;2010 year 4 Acquired Japan in May C&CMediaCo.Ltd. Wholly owned subsidiary ;2010 year 5 US game studio RunicGames,Inc. Majority interest in ;2011 year 8 In May, it acquired a famous online game company in the United States CrypticStudios100% stock right ;2012 Year after year in Malaysia 、 South Korea and other places have set up subsidiaries 。 Currently owned globally 20 Multiple branches , Game distribution to 100 More than countries and regions 。

2017 year 1-9 month , Perfect the world to realize business income 55.24 100 million yuan , Net profit 10.36 100 million yuan 。

3. Forgame Holdings Limited


Yunyou holding was founded in 2011 year , Listed on the stock exchange of Hong Kong , China's leading mobile game and web game company 。 Since its establishment, Yunyou has launched hundreds of games in China and overseas markets , Group's proprietary game distribution platform 91wan Total attraction accumulated over 2 Billion registered users 。


2017 The first quarter of , The company has started 「ClothesForever」 External testing of , This game is a leisure mobile game , Let players mix and match various clothes in the virtual world , Redefining fashion concept 。 The main target market of the game is Europe and North America , And embed e-commerce platform into the game 。 As for the game aspect in development , The company is developing a stress stimulus called 「BattleSpace」 The movement of SLG game ( Simulation game )。 This game is developed by 「Liberators」 Developed by the same team of , International target market and 「Liberators」 identical 。 The game is planned for Google and iOS Publish on the store 。 A new game has been launched recently 「 True king (HTML5 edition )」。 This mobile game is adapted from the company's own web game intellectual property rights released on Tencent platform 「 True king 」。


2017 year 1-6 month , Business income realized by Yunyou holding 1.25 100 million yuan , Net profit -0.18 100 million yuan 。 among , Game business income from 2016 In the second half of 3350 RMB 10000 increased to 5310 Ten thousand yuan , Up to 58.4%。

Six 、 Analysis of the future development trend of online games

1. The picture quality of domestic games keeps improving


according to 《 China's Game Industry Report 》( series ), In two markets at home and abroad , The market share of online games independently developed by game enterprises in China has occupied an important position , And in a state of rapid growth 。 Due to the continuous growth of the overall game revenue scale in China's market , Players' requirements for the quality of game products are constantly improving , This will drive game companies in the game engine 、 Picture quality 、 Continuous progress in details 。 Predictable , Future online game market 3D The trend is obvious , Market pair 3D Increasing demand for online games , Ability to develop high quality 3D Developers of online games will gain more market dominance 。 meanwhile , first-class 3D Game development enterprises will also rely on their own promoted game brands , Enhance their own operational strength 。

2. Increasingly fierce competition in overseas market


With the continuous improvement of the overall quality of online games in China , Increasingly fierce competition in domestic game market , Game companies begin to pay attention to the overseas market 。2016 year , China's independent research and development of online games overseas market revenue reached 72.3亿美元,较2015年同比增长36.2%。


目前,版权出口模式仍然是我国游戏企业进行海外出口的主要模式,国内企业收取一次性版权使用费和分成收入。但随着国内游戏开发商和运营商实力的不断增强,许多公司也通过直接在海外设立子公司独立运营游戏的方式进行游戏出口。近年来,我国几家具备较强产品开发能力和丰富海外市场经验的游戏开发商已在国外设立分支机构,自主运营游戏产品,如完美世界在美国、荷兰和日本,本公司在美国、俄罗斯、韩国、日本及香港,均已组建了从事相关业务的子公司。自主运营能够更贴近海外市场,运营更具有针对性,有望进一步增强国产游戏在国际市场的影响力。


可以预见,随着海外游戏市场规模的扩大、国产游戏在海外市场影响力的增强、海外运营模式的不断多样化以及海内外游戏企业的交流增加,国内游戏企业在海外市场的竞争地位将不断提高,海外市场将成为国内公司必争之地。

3.IP与网络游戏的联系将更加紧密



随着数字娱乐多元化的发展,网络游戏已经不仅仅局限于游戏本身,其与动漫、影视、小说等其他文化娱乐产业的联系更加紧密,不同类别的文化产品之间不断融合,即同一个IP产品可以在多个文化产品类别上加以表现。小说可以改编为影视作品,同一个影视作品又可以改编为游戏。除此之外,不同游戏类别之间的衍生也愈加丰富,如《九阴真经》、《天子》等均已拥有同名客户端网络游戏和移动网络游戏产品。因此,可以预计,产品IP将在未来的网络游戏市场中发挥愈加重要的作用,IP在市场及用户中的影响力将对网络游戏产品的经营产生重要影响。

来源:行足迹旅游 <http://www.xingzuji.com>转载请注明