david liu of redatoms: "mobile gaming in china"
TRANSCRIPT
2013 China 2.0 Forum Mobile Gaming In China
www.redatoms.com
Largest Smartphone User Base Emerged in China
143 253
363 518 594
859 921 1,112 1,151 1,187
17%
27% 33%
45% 50%
0% 10% 20% 30% 40% 50% 60%
0 200 400 600 800
1,000 1,200 1,400
2010 2011 2012 2013E 2014E
China Mobile and Smartphone Users, 2010-‐2014E
Smartphone Users Mobile Users Penetra>on
Source: Frost & Sullivan, MII, Redatoms Es>mate, Gartner
Largest Mobile Internet User Base 764 Million in 2012
Million
China Became No.1 in Smartphone Shipments 258 Million in 2012
3G PenetraKon reached 21%
234 Million in 2012
www.redatoms.com
Gaming revenue on Android has increased drama>cally in ‘12, to about half of that on iOS - Popularity of low-‐cost Android phones - Maturity of the ecosystem
iOS leads in mobile game revenues, and is the current preferred plaQorm for game developers. For every $1.00 earns on iOS, developers can expect to earn about $0.24 on Android.
Gaming is Where the AcKons Are on Mobile
Source: iResearch, Redatom Es>mates, Flurry Analy>cs
413 619
1,032
1,492
2,143
0
500
1,000
1,500
2,000
2,500
2010 2011 2012E 2013E 2014E
China Mobile Gaming Revenue, 2010-‐2014E USD Million
Store Revenue Index
www.redatoms.com
Almost All Top Grossing Apps are Games
Source: Appstore
www.redatoms.com
“Freemium” is the Dominant Business Model
Source: App Annie; Set Jan-‐2011 Freemium Revenue as Index=100
Almost all of the top grossing apps are free-‐to-‐play games with in-‐app purchase of virtual goods.
80%
20%
In-‐App Purchase
One-‐Off Fees
www.redatoms.com
RedAtoms
San Francisco
Tokyo Beijing
§ Founded in 2010 • Headquarter in Beijing, with over 200 employees
• Focus on social games on smartphones in China, Korea,
US and Asia Pacific
www.redatoms.com
Highlights
§ 2012 Game of the Year; top grossing game in China
§ #1 music game in China
§ Top grossing game in Korea
§ Strategic partners of Disney, Samsung, Tencent, T-‐Store
Thank Y u!