What is the prospect of domestic mobile games?

Chinese mobile game companies are accelerating their overseas layout

With the development of my country’s mobile game industry, exporting game products overseas has become the choice of more and more companies. Tencent completed the acquisition of Riot Games in 2015, and completed the acquisition of Supercell in 2020. It continues to improve its layout through overseas mergers and acquisitions. In 2021, it launched the overseas distribution brand Level Infinite, forming a multi-terminal layout for PC, mobile games, and consoles; NetEase began to go overseas for mobile games in 2016 and deepened its localization efforts. Operations, the future overseas revenue target is 50% of the total game revenue, and there is a rich reserve of global big IP products; it began to go overseas for mobile games in 2014; in January 2022, it established the Yuanverse brand HoYoverse, responsible for its overseas game distribution, and takes the route of large single products .

Strategy games have the highest revenue overseas

Overall, among the top 100 games in overseas markets for China’s independently developed mobile games in 2021, strategy (including SLG) games accounted for The revenue ratio is 41.40%, far exceeding the second and third ranked role-playing games (ARPG/MMORPG) and shooting games, whose revenue proportions are 13.46% and 12.96% respectively. The combined revenue of the three accounts for nearly 70%. It can be seen that China Mobile’s overseas game revenue is mainly contributed by strategy, role-playing and shooting games. Chinese game manufacturers have great competitive advantages in these three types of games.

Genshin Impact, PUBG Mobile, and Awakening of Nations are the three most successful overseas game products

Judging from the overseas export situation of China’s representative mobile game products, Genshin Impact, PUBG Mobile, and Wanguo Awakening is the three most successful overseas game products, belonging to the categories RPG, shooting and SLG. In 2021, it reached its highest annual revenue of 8.736 billion yuan, 7.925 billion yuan and 5.609 billion yuan respectively.

Mobile game overseas revenue mainly comes from the United States

In 2021, among China’s key overseas regions for independent research and development of mobile games, the United States accounts for the highest revenue, reaching 32.58%; followed by Japan and South Korea. The revenue proportions were 18.54% and 7.19% respectively, and the combined market share of the United States, Japan and South Korea was close to 60%.

Mobile games’ overseas revenue exceeds US$18 billion

From 2017 to 2021, China’s mobile games’ overseas revenue continued to expand, reaching US$18.013 billion in 2021, a year-on-year increase of 16.59%. The main reason for the decline in growth is the subsidence of the surge in the global stay-at-home economy caused by the COVID-19 epidemic last year. Judging from the average growth rate in the past five years, my country's game overseas share has shown a steady increase.

The above data refers to the "China Mobile Game Industry Market Forecast and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute