Southern Finance and Economics All-Media Intern Ye Ziling reporter Wu Liyang reported from Beijing
This week to the end of July, the game industry industry in the first half of the industry report intensively released.
In terms of industry trends, the "2022 1-6 Month China Game Industry Report" and the "2022 1-6 Month China E-sports Industry Report" released by the China Audio-Visual and Digital Publishing Association show that the actual sales revenue of China's game market in the first half of the year was 147.789 billion yuan, a year-on-year decrease of 1.8%, and the revenue of China's e-sports industry was 76.497 billion yuan, down 10.12% year-on-year, and the epidemic was the main factor inhibiting the development of the industry.
In addition, the "2022 China Game Live Broadcasting Industry White Paper" released by TalkingData shows that nearly 70% of users watch game live broadcasts for more than 1 hour a day.
Focusing on domestic game companies, Tencent Games "Conquest and Hegemony" announced that it would stop operating on September 19; "Jelly Bean Man: The Ultimate Elimination Match" announced the end of the partnership with Station B, and the domestic social media operation work will be transferred to Epic.
In terms of supervision, the Ministry of Commerce and 27 other departments issued a document to mention the pilot review of online games, emphasizing the need to expand the pilot review of online games and innovate the supervision method during and after the event.
Looking at the world, in terms of mobile game performance, "Glory of the King" and "Original God" produced by local game manufacturers won the top two global popular mobile games in June; 15 mobile games will withdraw from the Apple Arcade subscription service, or due to contract expiration; Sony's acquisition of the national e-sports platform Repeat.gg, and the e-sports industry.
1. China's game industry report in the first half of 2022: the actual sales revenue of the domestic market was 147.8 billion yuan, down 1.8% year-on-year
On July 21, the 2022 China Game Industry Innovation and Development Forum, guided by the China Audiovisual and Digital Publishing Association, hosted by the Game Working Committee of the China Audio-Digital Association, the E-sports Working Committee of the China Audio-Digital Association, and the e-Tour Town of Shangyu District, Shaoxing City, and co-organized by the China Game Industry Research Institute and Gamma Data, was held in Shangyu, Zhejiang Province. Zhang Yijun, first vice chairman of the China Audiovisual and Digital Publishing Association and chairman of the Game Working Committee, officially released the "Report on China's Game Industry from January to June 2022" (hereinafter referred to as the "Report") at the event.
The "Report" shows that from January to June 2022, due to the impact of the epidemic and other factors, the development of China's game market was blocked, and sales revenue and user scale decreased slightly year-on-year. In terms of sales, the actual sales revenue of China's game market was 147.789 billion yuan, a year-on-year decrease of 1.8%. In terms of users, the user scale in the first half of 2022 decreased slightly year-on-year, and this value reached a peak of 667 million since the Spring Festival in 2021, and has not been broken since then, and has basically fluctuated slightly around 666 million in the past year and a half.
According to the analysis of the "Report", under the obstacles brought by the epidemic, the actual sales revenue of the mainland game market has declined year-on-year, the scale of Chinese game users has decreased slightly, and the user growth dividend of the game industry has almost faded, entering the era of stock competition.
Nancai Comments: Under the background that the epidemic situation is still complex and changeable, the user dividend has clearly faded, and the regulatory rules continue to tighten, what kind of countermeasures should the mainland game industry take, increase its efforts in strengthening compliance and self-discipline, highlighting cultural values, deepening integration and empowerment, improving the layout of going to sea, seeking opportunities and breakthroughs in the downturn, showing resilience and endurance in the adverse trend, and achieving standardization, quality, diversification and international development at a higher starting point, which requires comprehensive observation, in-depth thinking and scientific judgment.
2. From January to June 2022, the revenue of China's e-sports industry was 76.497 billion yuan, down 10.12% year-on-year
On July 22, the 2022 China Game Going Abroad and E-sports Development Forum, co-organized by the China Game Industry Research Institute and Gamma Data, sponsored by the Game Working Committee of the China Audio and Digital Association, the E-sports Working Committee of the China Audio and Digital Association, and the e-Tour Town of Shangyu District, Shaoxing City, and co-organized by the China Game Industry Research Institute and Gamma Data, was held in Shangyu, Zhejiang Province.
At the meeting, Tang Jiajun, deputy secretary general of the China Audiovisual and Digital Publishing Association, secretary general of the Game Working Committee, and chairman of the E-sports Working Committee, officially released the "China E-sports Industry Report from January to June 2022" (hereinafter referred to as the "Report") at the forum.
The "Report" pointed out that the e-sports industry has been deeply affected by the epidemic, and offline events are difficult to carry out, and the supply of e-sports content, public opinion influence and commercial income have been affected. From January to June 2022, the revenue of China's e-sports industry was 76.497 billion yuan, down 10.12% year-on-year. In terms of user size, the number of e-sports users in the first half of this year was 487 million, a slight decline year-on-year, which was the first downward trend in the past three years, and the user growth rate has declined for three consecutive years since the first half of 2019. Tang Jiajun pointed out that this trend is in line with the change in the overall size of users in the game industry.
Nancai Comments: The first of the e-sports industry is to build a solid defense line for the protection of minors, consciously assume social responsibility, maintain market order, and promote the healthy development of the industry. In addition, it is also necessary to strengthen the standardization of the e-sports industry, build basic standards, technical standards, service standards, and management standards covering e-sports, strengthen the integration of industry, education, research and application, and promote the standardized construction of the industry. At the same time, it is necessary to strengthen the integration of e-sports with new technologies and concepts such as meta-universe, VR, and AR, and create new scenarios for the application of digital technology. Follow up the latest hot spots such as virtual people and digital collections, explore new paths, and promote innovative integration of the industry.
3. The 2022 White Paper on China's Game Live Streaming Industry was released
Recently, TalkingData released the "2022 China Game Live Broadcasting Industry White Paper" (hereinafter referred to as the "White Paper"), which provides a reference basis and strategic suggestions for the future development of China's game live broadcasting industry through a comprehensive perspective on the development of the industry and a comprehensive insight into the demographic characteristics, and then promotes the healthier and benign development of the industry.
The White Paper shows that when choosing a game live broadcasting platform, the professionalism, richness and decompression experience of the content are the factors that users pay more attention to. Nearly 70% of users watch the game live for more than 1 hour a day, and the content stickiness of the short video platform is more prominent. Tipping and gift-giving are still the main paid scenarios for game live broadcasting, but the proportion of "goods" revenue on comprehensive entertainment platforms is gradually increasing.
1. Tencent's game Conquest & Hegemony will cease operations on September 19
At 10 o'clock on July 18, Tencent Game "Conquest and Hegemony" officially released an announcement that due to the imminent expiration of the agency agreement with the developer, "Conquest and Hegemony" will stop recharging and registering with new users on the same day, and will stop operating in the Chinese mainland on September 19, when all the user's character data and information will be deleted, such as users in "Conquest and Hegemony" Have unused props, which can be used to redeem the game package of "King of Chaos", "Fingertip Lord" and "Red Alert OL".
Conquest and Hegemony is a multi-civilization strategic mobile game, officially launched on March 18, 2021, and released by Tencent Interactive Entertainment. The game is divided into Kyushu, Dongying, and classical camps, and covers a variety of classes, items and props, and has invited Cecilia Cheung to endorse.
2.3D engine Cocos officially announced support for the Switch platform
Recently, the 3D engine Cocos announced that its customized engine version "Cocos Creator for Nintendo Switch" developed for the Nintendo Switch platform was officially launched, becoming the first 3D commercial engine in China to support the host platform. Developers can log on to the Nintendo developer website to apply for this version, develop Switch games based on the Cocos engine, or quickly build existing content into a Switch version and send it to the Switch platform with one click.
It is reported that this version is based on the latest 3.5.2 version of Cocos Creator, and will be updated with the main engine version.
3. "Jelly Bean Man: Ultimate Knockout" ends the partnership with Station B
On July 19, "Jelly Bean Man: Ultimate Elimination Match" released a Weibo post saying that Bilibili, as the exclusive content cooperation platform of "Jelly Bean Man" in mainland China, has expired, and the operation of "Jelly Bean Man" domestic platforms will be transferred. After epic retweeted Weibo, it said that it would take over the domestic social media operation of "Jelly Bean Man".
In addition, Station B obtained the exclusive agency right of the "Jelly Bean" mobile game in August 2021, but the product has not been launched for more than a year.
1. The Ministry of Commerce and 27 other departments have again proposed online game review pilots
On July 18, the Department of Services and Trade of the Ministry of Commerce issued the Opinions of 27 Departments Including the Ministry of Commerce on Promoting the High-quality Development of Foreign Cultural Trade (hereinafter referred to as the "Opinions"). The "Opinions" mentioned the two aspects of online game review pilots and the development of digital culture trade, which are highly concerned by the game industry.
The "Opinions" mentioned that it is necessary to deepen the reform of examination and approval in the cultural field. Focus on promoting the development of cultural media, online games, animation, creative design and other fields, carry out pilot reforms to optimize the approval process, expand online game review pilots, and innovate ex post facto supervision methods.
At the same time, the "Opinions" also pointed out that it is necessary to vigorously develop digital cultural trade, actively cultivate online literature, online audio-visual, online music, online performance, online games, digital movies, digital animation, digital publishing, online broadcasting, e-sports and other fields to export competitive advantages, enhance cultural value, and create Chinese cultural symbols with international influence.
Nancai Review: In the process of truly promoting the implementation of the pilot implementation of online game review, it may also face some difficulties. As the leading department, the Central Propaganda Department needs to coordinate with the publishing administrative examination and approval departments in various localities to issue detailed rules for the approval of online games. There are many practical problems in terms of content review of online game publications, how to achieve a unified standard for quantifiable and landable operation of technical review, and whether there are different approval requirements and the number of approvals for pilot areas with different economic development conditions.
1. In June, the world's top 10 mobile games were in revenue: Tencent's "Glory of the King" won the first place in the global mobile game best-seller list for the second time
Sensor Tower store intelligence data shows that in June 2022, Tencent's "Glory of kings" attracted $238 million in the global App Store and Google Play, winning the global mobile game best-seller list for the second time. Revenue from the Chinese iOS market accounted for 95%, and overseas market revenue accounted for 5%. For the full list of the top 10 global mobile game revenues, please see the chart above. Note: Data does not include third-party Android channels.
Mihayou's Original God mobile terminal ranked Second on the list with $154 million in revenue, up 58.5% from June 2021. Among them, 44% of the revenue comes from its Chinese iOS market, and the Japanese market accounts for 25.5%.
The other five games on the list are Tencent's PUBG Mobile, Niantic's Pokémon GO, and King's Candy Crush Saga.
In June 2022, global mobile gamers paid about $6.4 billion on the App Store and Google Play, down 10% year-over-year. The U.S. remains the world's highest mobile gaming revenue market, contributing $1.8 billion, or 28.4 percent of global revenue. The Japanese market ranked 2nd with 19.3%; China's iOS market ranked 3rd, accounting for 18.7%.
2. Sony acquires the Repeat.gg of the national esports platform
On July 18, Repeat.gg, a national esports platform, posted a blog on its official website saying that the company will become a member of the Sony Interactive Entertainment (SIE) family through acquisitions, "We have been discussing with SIE for some time because we want to ensure that our vision and goals are aligned." The acquisition is another move in the esports space since SIE acquired the fighting game tournament brand Evolution Championship Series (Evo) with esports company RTS earlier last year.
3. 15 mobile games will withdraw from the Apple Arcade subscription service or expire due to contract expiration
Recently, Apple's AppStore added a "soon to leave Arcade" tab, which indicates that about 15 games will leave Apple Arcade, Apple's game subscription service. Since Apple has not announced a specific takedown date, it is not known whether other games will be added to the label page.
Although this is not the first time that the game has been removed from Arcade, this is the largest number of games that Apple has ever removed, and it is also the first time that Apple has announced the removal to the outside world in advance. It is worth mentioning that Apple did not announce the reason for the removal of the game this time, nor did it elaborate on how the game that was originally installed to the device through Arcade will be handled after the game is removed. But according to some insiders, the reason for the removal of these games is likely to be related to the expiration of the agreement.
For more information, please download the 21 Finance APP