portable gaming spotlight, 3q13 december 2013 · source:"idc" u.s. mobile/handheld...

Portable Gaming Spotlight, 3Q13 December 2013

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1 2 3 4

Installed Base Snapshot 3Q13 Spending Patterns Additional U.S. Gaming Device Context Key Themes & Takeaways

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Worldwide Smartphone Installed Base Shares, 2Q13 & 3Q13

0%

25%

50%

75%

Android iOS Symbian All Others

2Q13

3Q13

+1.4 pts -‐1.8 pts +0.1 pts +0.3 pts

Source: IDC

•  Android’s combined market share topped 58% •  BlackBerry & Windows-based devices comprised most of “All Others” •  The smartphone installed base exceeded 1.3B in 3Q13 •  The consumer tablet installed base approached 200MM in 3Q13

4

0

5

10

15

20

Nintendo 3DS Sony PlayStaIon Portable & Vita

Nintendo DS/DSi

Millions (U

nits)

2Q13 3Q13 •  Hardware platforms

span all SKUs

* Represents combined packaged game shipments & digitally-

purchased copies of these same games (excludes titles that

received digital distribution only).

Worldwide Gaming-‐opAmized Handheld Game Shipments: Packaged Goods & Digital Full Game Downloads, 2Q13 & 3Q13*

•  The total installed base for these devices remained ~200MM in 3Q13 •  Packaged & digital full game software shipments/sales volumes sharply

rebounded in 3Q13, rising nearly 50% quarter over quarter

Source: IDC

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1 2 3 4


0%

25%

50%

75%

100%

iOS App Store Google Play

2Q 2013

3Q 2013

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•  Games represented ~40% of downloads in both app stores •  The share of consumer spending on games in Google Play grew

incrementally from 2Q13 to 3Q13, but dipped for iOS •  Results span applicable smartphones & tablets, plus iPod touch

Worldwide Share of iOS & Google Play Downloads & Consumer Spending AQributable To Games, 2Q13 & 3Q13

Games: Share of App Store Downloads

Games: Share of App Store Consumer Spending

Source: App Annie 0%

25%

50%

75%

100%

iOS App Store Google Play

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Worldwide Mobile & Portable Game Consumer Spending, 2Q13 & 3Q13

0

50

100

150

iOS App Store Google Play Gaming-‐OpImized Handhelds

Inde

xed Co

nsum

er

Spen

ding on Gam

es

(iOS 2Q

13 inde

xed to 100)

2Q13 3Q13 •  Gaming-optimized

handheld revenue includes packaged & digital

•  All ad revenue excluded

•  Gaming-optimized handheld revenue recovered in 3Q13, rising nearly 50% compared to 2Q13

•  Seasonally, gaming-optimized handhelds typically pick up from 2Q to 3Q •  Hit games were released for Nintendo 3DS in 3Q13

Source: App Annie & IDC

8

0%

25%

50%

75%

100%

2Q13 3Q13 2Q13 3Q13 2Q13 3Q13

North America

Western Europe

Asia-‐Pacific

Rest of World

+1.2 pts +4.6 pts

iOS App Store Games

Google Play Games

Gaming-‐opImized Handhelds

+2.5 pts

Worldwide Mobile & Portable Game Consumer Spending Shares by Region, 2Q13 & 3Q13

•  Asia-Pacific gained in share of consumer game spending on iOS App Store, while Western Europe outpaced the market on Google Play

•  North America showed disproportionate growth in the gaming-optimized handheld category


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Rank iOS App Store Google Play Gaming-‐OpAmized Handhelds

1 Clash of Clans Supercell, Finland

Puzzle & Dragons GungHo Online, Japan

Monster Hunter 4 N3DS; Capcom, Japan

2 Candy Crush Saga King, United Kingdom

Candy Crush Saga King, United Kingdom

Mario & Luigi: Dream Team N3DS; Nintendo, Japan

3 Puzzle & Dragons GungHo Online, Japan

모두의마블 (Everybody's Marble) for Kakao

CJ E&M, South Korea

Animal Crossing: New Leaf N3DS; Nintendo, Japan

4 Hay Day Supercell, Finland

LINE Pokopang LINE, Japan

Luigi's Mansion: Dark Moon

N3DS; Nintendo, Japan

5 The SimpsonsTM:

Tapped Out Electronic Arts, United States

몬스터 길들이기 (Monster Taming) for Kakao

CJ E&M, South Korea

Phoenix Wright: Ace Attorney - Dual Destinies

N3DS; Capcom, Japan

•  = New entrant to Top 5 in 3Q13 (not in Top 5 for 2Q13)

Top 5 Grossing Portable Games Worldwide by PlaXorm, 3Q13


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1 2 3 4


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iPad

Tablet

Kindle Fire DS /

DSi PlayStaIon Vita

iPhone Smart-‐ phone

3DS

iPod Touch

0%

10%

20%

30%

40%

Apple iOS Android with Google Play

Amazon Nintendo Sony Other

Source: IDC

U.S. Mobile/Handheld Gamers' Favorite Portable Gaming Device, June 2013

•  Nearly 50% of gamers’ favorite iOS devices were iPads •  Kindle Fire ranked behind iPad & ahead of Android tablets •  Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)

Apple iOS

Android with Google Play

0

25

50

75

100

0% 10% 20% 30% 40%

12

•  Android was not too far behind Apple in U.S. gaming consumer preference, but iOS generated 3x the U.S. gaming revenue that Google Play did in 3Q13

•  Partly based on a June 2013 survey of U.S. gamers (mobile n = 1,117)

U.S. Mobile Gamers’ Favorite Portable Gaming Device vs. Indexed U.S. Consumer Game Spending, 3Q13

U.S. Ind

exed

Mob

ile Gam

e Co

nsum

er Spe

nding 3Q

13

U.S. Mobile/Handheld Gamers’ Favorite Portable Gaming Device


13

0%

5%

10%

15%

20%

Android tablet (with Google Play)

Amazon Kindle Fire

Apple iPad Nintendo 3DS

Apple iPhone Sony PlayStaIon

Vita

Share of U.S. Android Smartphone Gamers That Also Regularly Gamed On…

Source: IDC

•  The average Android smartphone gamer was 41 years old in June 2013 •  53% of the Android smartphone gamer base was female •  Kindle Fire had an impressive penetration rate •  Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)

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0%

10%

20%

30%

40%

Apple iPhone Amazon Kindle Fire

Android smartphone

Nintendo 3DS

Android tablet (with Google Play)

Sony PlayStaIon

Vita

Share of U.S. iPad Gamers That Also Regularly Gamed On…

•  The average iPad gamer was 42 years old in June 2013 •  54% of the iPad gamer base was female – remarkably similar to

Android smartphone gamer demographics •  Based on a June 2013 survey of U.S. gamers (mobile n = 1,117)

Source: IDC

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•  App categories other than games outpaced games in worldwide revenue growth from 2Q13 to 3Q13 on iOS

•  Gaming-‐opImized game sales rebounded appreciably in North America; revenues & volumes recovered from 2Q, but not quite enough to overtake Google Play

•  Android was not too far behind Apple in terms of U.S. gamers’ favorite mobile/handheld gaming device, but iOS games generated 3x the revenue that Google Play games did in the U.S.

•  Amazon’s Kindle Fire beat out Android tablets with Google Play in terms of U.S. mobile/handheld gaming device popularity

•  A surprisingly high share of U.S. mobile/handheld gamers play on more than one portable device

Key Themes & Takeaways, 3Q13

@lewisAWard @AppAnnie

[email protected] [email protected]

portable gaming spotlight, 3q13 december 2013 · source:"idc" u.s. mobile/handheld...

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