适应新现实：全球游戏产业升级之路.pptxVIP

LevelingUpfortheNewReality

TheGamingReport

DECEMBER2024

GLOBALGAMING

+1%

214

204

+13%

24

20

1

1

163

36

11

9

131

6

33

33

34

29

107

64

CAGR,2017–2023(%)

Adsinmobilegames

CloudandVR1

PC2

Console2

Mobile

26

120

2

7

9

2017201820192020202120222023

Sources:AmpereAnalysis;IDC;BCGanalysis.

Note:VR=virtualreality.Becauseofrounding,thenumbersmaynotadduptothetotalsshown.

1VRincludesonlyMetaQuestgamesales;otherVRgamesalesareincludedinthePCorconsolecategories.2Includeshandhelddevices,dependingontheiroperatingsystem.(Forexample,SteamDeckfallsintothePCcategory,andNintendoSwitchfallsintotheconsolecategory.)

Thegamingindustrywasenjoyingrapidgrowth—thenapostpandemiccorrectionhit

REVENUEBYTYPE($BILLIONS)

211

17

36

197

13

33

32

34

150

108

107

114

85

43

43

44

37

41

75

1

214

24

37

43

108

2023

1

221

26

37

43

113

2024E

0

2

232

28

39

45

118

2025E

0

2

243

31

39

47

124

2026E

1

2

254

32

40

48

130

2027E

2

3

266

34

41

50

137

2028E

2

3

Adsinmobilegames

CloudandVR1

PC2

Console2

Mobile

7

16

2

3

4

Futuregrowthwillbemoremodest,asdouble-digitratesareunlikelytoreturn

1VRincludesonlyMetaQuestgamesales;otherVRgamesalesareincludedinthePCorconsolecategories.2Includeshandhelddevices,dependingontheiroperatingsystem.(Forexample,SteamDeckfallsintothePCcategory,andNintendoSwitchfallsintotheconsolecategory.)

CAGR,2023-2028E(%)

Adsinnonmobilegames56

Sources:AmpereAnalysis;IDC;BCGanalysis.

Note:VR=virtualreality.Becauseofrounding,thenumbersmaynotadduptothetotalsshown.

GLOBALGAMINGREVENUEBYTYPE($BILLIONS)

Cloud

MARKETSIZE($MILLIONS)

ARandVR1

MARKETSIZE($MILLIONS)

UGC

DEVELOPER

110

PAYOUTS($MILLIONS)2

2,700

19

2019

464

2024

939

2028E

112

2019

1,183

2024

1,750

2028E

1,750

Q22020Q22022Q22024

Maturity

F