App Annie&IDC：2014年Q2全球手机游戏市场报告

Portable Gaming Spotlight, 2Q14 September 2014 2 1 2 3 Installed Base Snapshot 2Q14 Spending Patterns Key Themes & Takeaways 3 Worldwide Consumer Smartphone & Tablet Installed Base Shares, 2Q13 & 2Q14 0% 25% 50% 75% Android iOS All Others 2Q13 2Q14 +8.4 pts -­‐6.4 pts Source: IDC -­‐1.9 pts • Android’s share of the combined consumer smartphone & tablet installed based (IB) hit 70% • This combined consumer IB topped 2.1 billion worldwide • “All Others” is mostly Windows Phone, BlackBerry & Symbian devices 4 0 2 4 6 8 10 12 Nintendo 3DS & 2DS Sony PlayStaJon Vita & PSP Nintendo DS & DSi Millions (Units) 2Q13 2Q14 • 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-­‐OpGmized Handheld Game Shipments: Packaged Goods & Digital Full Game Downloads, 2Q13 & 2Q14* • The total installed base of these devices dipped under 200MM in 2Q14 • Total packaged & digital full game software shipments/sales volumes in 2Q14 were 27% lower than in 2Q13 Source: IDC 5 1 2 3 Installed Base Snapshot 2Q14 Spending Patterns Key Themes & Takeaways 6 • Games represented around 40% of downloads in both app stores • The share of consumer spending on games in Google Play grew incrementally from 2Q13 to 2Q14 & was effectively flat for iOS • Results span applicable smartphones & tablets, plus iPod Touch Worldwide Share of iOS & Google Play Downloads & Consumer Spending ATributable to Games, 2Q13 & 2Q14 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 0% 25% 50% 75% 100% iOS App Store Google Play 2Q13 2Q14 7 Worldwide Mobile & Portable Game Consumer Spending, 2Q13 & 2Q14 0 50 100 150 200 iOS App Store Google Play Gaming-­‐OpJmized Handhelds Indexed Consumer Spending on Games (iOS 2Q13 Indexed to 100) 2Q13 2Q14 • Gaming-optimized handheld revenue includes packaged & digital • All ad revenue excluded Source: App Annie & IDC • iOS app store game revenue grew over 70% from 2Q13 to 2Q14 & Google Play more than doubled total game revenue generated • Gaming-optimized handheld software revenue declined 28% over the same period 8 0% 25% 50% 75% 100% 2Q13 2Q14 2Q13 2Q14 2Q13 2Q14 North America Western Europe Asia-­‐Pacific Rest of World +2.8 pts +1.0 pts iOS App Store Games Google Play Games Gaming-­‐OpJmized Handhelds +8.6 pts Worldwide Mobile & Portable Game Consumer Spending Shares by Region, 2Q13 & 2Q14 • Asia-Pacific gained in share of game spending in the iOS App Store, while Western Europe outpaced the market on Google Play • On gaming-optimized handheld platforms, Western Europe (& Rest of World) showed incremental share gains Source: App Annie & IDC 9 Rank iOS App Store Google Play Gaming-­‐OpGmized Handhelds 1 Clash of Clans Supercell, Finland Puzzle & Dragons GungHo Online, Japan Pokémon X/Y N3DS; Nintendo, Japan 2 Candy Crush Saga King, United Kingdom Clash of Clans Supercell, Finland Youkai Watch N3DS; Level-5, Japan 3 Puzzle & Dragons GungHo Online, Japan Candy Crush Saga King, United Kingdom Kirby: Triple Deluxe N3DS; Nintendo, Japan 4 Game of War – Fire Age Machine Zone, United States モンスターストライク (Monster Strike) Mixi, Japan Animal Crossing: New Leaf N3DS; Nintendo, Japan 5 Hay Day Supercell, Finland The World of Mystic Wiz COLOPL, Japan Freedom Wars PSV; SCE Japan Studio, Japan • = New entrant to top 5 in 2Q14 (not in top 5 for 1Q14) Top 5 Grossing Portable Games Worldwide by PlaYorm, 2Q14 Source: App Annie & IDC 10 1 2 3 Installed Base Snapshot 2Q14 Spending Patterns Key Themes & Takeaways 11 • Consumer spending on games increased notably from 2Q13 to 2Q14; iOS App Store revenue grew over 70% worldwide, while Google Play more than doubled in revenue • iOS game revenue held up parJcularly well in the United States, generaJng ~2.4 Jmes as much revenue as Google Play games • Sony's PlayStaJon Vita showed signs of life in the gaming-­‐opJmized handheld space; a Vita Jtle made the top 5 grossing list in consecuJve quarters (Final Fantasy X/X2 HD in 1Q14, Freedom Wars in 2Q14) • Seasonality & a relaJve lack of AAA-­‐quality Jtle releases depressed gaming-­‐opJmized handheld sales, but the launch pipeline suggests sales will rebound sharply in the laeer half of this year Key Themes & Takeaways, 2Q14 Report methodology and updates are available here�@lewisAWard @AppAnnie lward@idc.com press@appannie.com