适应新现实：全球游戏产业升级之路-.docxVIP

LevelingUpfortheNewReality

TheGamingReport

DECEMBER2024

Thegamingindustrywasenjoyingrapidgrowth—thenapostpandemiccorrectionhit

REVENUEBY

REVENUEBYTYPE($BILLIONS)

+1%

21117

211

17

36

204

19713

197

13

33

24

120

1

1

1

37

37

15036

150

11

9

131

44632

44

643

43

33

3334

33

34

29

114107108107

114

107

108

8575

85

75

CAGR,2017-2023(%)

Adsinmobilegames

CloudandVR1

PC2

Console2

Mobile

26

26

120

120

2

2

7

7

9

9

2017201820192020202120222023

Sources:AmpereAnalysis;IDC;BCGanalysis.

Note:VR=virtualreality.Becauseofrounding,thenumbersmaynotadduptothetotalsshown.

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

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

Futuregrowthwillbemoremodest,asdouble-digitratesareunlikelytoreturn

GLOBALGAMINGREVENUE

GLOBALGAMINGREVENUEBYTYPE($BILLIONS)

Adsinnonmobilegames56

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

+5%254

+5%

32

40

48

130

2027E

2

3

266

34

41

50

137

2028E

2

3

Adsinmobilegames

CloudandVR1

PC2

Console2

Mobile

7

7

16

16

2

2

3

3

4

4

Sources:AmpereAnalysis;IDC;BCGanalysis.

Note:VR=virtualreality.Becauseofrounding,thenumbersmaynotadduptothetotalsshown.

Emergingplatformsaregainingmomentum,buttheywillremainnichemarketswhilethetechnologiesandeconomicsimprove

Cloud

MARKETSIZE($MILLIONS)

ARandVR