Post on 21-Oct-2021
Newzoo x
5
5G 6
9
17
21
27
29
31
© Newzoo 2021 3
2020
2020 1,750
PC
Microsoft Flight Simulator
100
2020
© Newzoo 2021 5
© Newzoo 2021
6.5 1080 x 2400
MediaTek MT6853V 5G
4/6GB RAM
RMB 1,299+
5G
6
5G 5G
/
5G
——
2020 2021 5G
5G 5G
2020 9 60
2021 60 5G
5G
—— ——
2020 5G 1.136 6,480
258% 290%
90 / 60 /
OPPO Vivo
4G
5G
6.6 720 x 1600
MediaTek MT6853 5G
4/6GB RAM
RMB 1,499+
6.53 1080 x 2340
Samsung Exynos 880 5G
6GB RAM
RMB 1,698
6.57 1080 x 2400
Qualcomm Snapdragon 765G
6/8GB RAM
RMB 1,999+
2021 3 31
© Newzoo 2021 7
5%
16%
30%
43%
95%
84%
70%
57%
2020 2021F 2022F 2023F
5G
5G
5G
CAGR）
2020-2023
2020年，全球 或
台活跃智能手机支
持5G。到2023年，该份
额将增长到 。
& 5G | | 2020-2023
©Newzoo |
© Newzoo 2021 8
10%
34%
56%
75%
90%
66%
44%
25%
2020 2021F 2022F 2023F
5G
5G
5G
5G
5G
& 5G | | 2020-2023
©Newzoo |
2023
2023
© Newzoo 2021
© Newzoo 2021 10©Newzoo | |
• 2020
440
• PC
•
•
| 2019 1 – 2020 12
46.7%
10.6%
2019年1月
2019年3月
2019年6月
2019年12月
2020年6月
2020年12月
2020年3月
2019年9月
2020年9月
4GB RAM 4 CPU 2018
© Newzoo 2021
B2B
11
•
•
YouTube Twitch
•
•
•
PK
/
•
PC
TapTap 2021 1
PaaS
© Newzoo 2021 ©Newzoo | Newzoo Platform
RPG
12
•
•
3A PC
•
28
•
RPG RPG
ARPG
•
© Newzoo 2021 13
Xbox Game Pass Ultimate
EA Play Stadia Luna
Ubisoft+
PC
B2B B2C
1 2
© Newzoo 2021 14
Xbox
RTX
EA Play
Xbox Game
Pass Ultimate
Ubisoft+
Stadia Luna
© Newzoo 2021
1 2 3 4
PC
13 14
PC
13 14
15
© Newzoo 2021
• 2019 11 Project
xCloud 2020 9 15
• xCloud
Phil
Spencer
xCloud
• xCloud Xbox Game Pass Ultimate
EA
•
•
17
Azure
Xbox Game Pass Ultimate 100
PC/
2020 9 15
$14.99/
iOS PC
26
Xbox Game Pass Ultimate
xCloud
© Newzoo 2021
• Stadia
Play
• Stadia
2019
• ——
Stadia
Stadia
• 2021 2 ——
Stadia Stadia
B2C
Stadia
18
100 400
Bungie
2 CD Projekt 2077
Ubisoft+ Stadia
2019 11 19
Pro $9.99/
iOS TV PC Mac
22
YouTube
© Newzoo 2021 19
RTX
GeForce NOW 800
2021 3 18
Founders
• GPU
2020 GeForce
NOW GFN
•
RTX
• GeForce NOW
GFN
•
Safari GeForce NOW
GFN
•
70
2020 2 4 2015
Priority
$9.99/ $99.99/12
iOS TV PC Mac
NVIDIA SHIELD Chromebook
70
Founders RTX
© Newzoo 2021
• Luna
Luna
Fire TV
App Store
•
Luna
Luna
Ubisoft+
• Stadia Luna
Luna PlayStation
4 Xbox One
• Luna
Luna Twitch
Luna Twitch
20
Beta
Luna
Luna 70
Luna Ubisoft+ 100
Remedy Entertainment Control
4A Games Metro Exodus
2020 10 20
$5.99/ $14.99/
Luna Ubisoft+
iOS FireTV
PC Mac
Twitch
© Newzoo 2021
2019 2
PC TV
2020 4
TV PC
PC TV
21
• 2019 2
MWC
•
•
+
TV
TV / /
•
Q
•
2020
5G
•
• App PC TV
•
CODM
2019 3
TV PC Mac
TV
• START
PC/
• START TCL
START
App
• START NBA2KOL2
14
© Newzoo 2021 22
65% PC
35%
VR
2019 6 25
• 39.9
29.9 20
• 79 60
• 289 240
• 5 /
15.9 /5
PC TV VR
• 2019
• 2020 4
• 2020 8
• 2020 5 VR
6-DoF VR Multiverse
VR
© Newzoo 2021
YOWA PC
30% PC
70%
YOWA
2020 11 10
Steam
iOS PC PC/
• YOWA 2020 6
11 YOWA
Steam
• YOWA
YOWA
• 2020 1.78
YOWA
4K+60 +20M
• YOWA
23
© Newzoo 2021
PaaS
24
• 2019 7
GPU
•
• 2020 3
• 2020 7
• 2020 9
2019 7
X86 Arm
B2B
© Newzoo 2021
© Newzoo 2021
$279M$539M
$880M$562M
$1,249M
$2,455M
$4,255M
2020 2021F 2022F 2023F
2020
2023
CAGR），
2020 2023
CAGR
2023
2020
2023
| & | 2020-2023
27
$5.62
$12.49
$24.55
$42.55
$0.68 $2.79$5.39
$8.80
©Newzoo | 2021 3
© Newzoo 2021
* | 2021
28
36.8%
34.2%
15.4%
4.6%3.4%
5.6%
中国云游戏可获得服务市场
2021年
•
• 2021
•
•
•
*
©Newzoo | 2021 3
Newzoo Gamer Segmentation
© Newzoo 2021 29
1AMD
GPU
GPU
vGPU GPU
6
Akamai SuperCloud
CDN
2
3
4
5
•
•
ROI
30%
• 5G
© Newzoo 2021 30
•
• 2019
80%
2019
•
IETF 3GPP IEEE
802.11 Wi-Fi W3C ITU
•
2017
5G 5G
5G 5G
5G
0
50
100
150
200
250
300
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
| 2008年 – 2020
2020
2019
© Newzoo 2021 31
| 2016 6 – 2020 3
21.6% 22.0%
9.7% 8.6% 9.4% 8.2% 9.6%
1.5%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
0.0
50.0
100.0
150.0
200.0
250.0
300.0
2016
6
2016
12
2017
6
2017
12
2018
6
2018
12
2019
6
2020
3
• CNNIC
2020 3 2.87
•
•
21
22
CNNIC
© Newzoo 2021
Minecraft Dungeons
20 Xbox
Game Pass Ultimate
PC
Luna
GeForce NOW
PC
32
© Newzoo 2021
Stadia
Xbox Game Pass 1,500
MMO EVE Online
CCP Games Hadean EVE
EVE Aether Wars
Hadean Aether Engine Azure
PlayFab
2018
PVP 6,142
Hadean CCP Games
metaverse
33
© Newzoo 2021
5G
34
——
2020 2023
CAGR 101%
Newzoo x