Mobile & Online Gaming Potential In South East Asia

Diving Deep into South East Asia’s Gaming Market

Looking deeper into the opportunities

Presented : Robin Sagacious Ng Head of International Business Asiasoft Corporation PCL

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Presentation Summary

•  About Asiasoft

•  Understanding South East Asia

•  PC Online Gaming Prospects in SEA

•  Mobile Gaming Prospects in SEA

•  The Next Wave to catch

•  Look before you Jump

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ASIASOFT

Leading Game Publisher in SEA

14 Years

6 Countries

1000+ Staff

56 Games

80m gamer base

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ASIASOFT

ASIASOFT's core business engages the industry with publishing services for online, web and mobile games.

A decade of distribution experiences for boxset games, Blizzard's partner in South East Asia.

Playpark.com enables partners to self-publish their titles, with ease of access to payment, marketing & community, services.

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Understanding South East Asia

•  11 Countries

•  630,000,000 Population Size

•  195,000,000 Internet Users

•  162,000,000 social network users

•  689,000,000 Mobile Subscriptions

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Market is generally segmentized into mature and emerging areas. The terms coined as Big 6 and Small 5, based on technological advancement or GDP.

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Countries Population Internet Mobile Subs Mobile Social

Urban Vs Rural

Indonesia 254.2m 72.7m 281.9m 52m 51% : 49%

Philippines 105.7m 37.6m 107.1m 24m 49% : 51%

Vietnam 92.5m 35.1m 134.1m 17m 31% : 69%

Thailand 67.4m 23.9m 84.1m 22m 34% : 66%

Malaysia 29.6m 19.2m 41.3m 13m 73% : 27%

Singapore 5.5m 3.9m 8.0m 2.8m 100% : 0%

Total 544.9m 192.4m 656.5m 130.8m

The Big 6 are fast growing markets in the internet and mobile, space with better synergy and vast social opportunities in SEA.

Source : we are social

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The population in South East Asia is generally young, where over 70% of the people in emerging countries are age 34 and below.

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Social Network

User Base

Facebook 140m registered users

Google+ 56m registered users Youtube 45m unique visitors

monthly Twitter 22m registered users

The absence of a strong localized social networking service drives SEA online users to global social networking sites. The growth of UCG in SEA has been tremendous and each country has its own specific channels and access in each major social networks which are localized.

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South East Asia is moving towards an era of digital-dependance and content driven communities. The demand is higher than global average in sight of cross-culture influnces and data network accessibility.

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Mobile Gaming Prospects in SEA

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PC Online Gaming Prospects in SEA

The PC online gaming market is growing at a slower pace, overshadowed by the rapid boom of unified mobile app networks complimenting both gaming and lifestyle (i.e. conveniences), trends.

PC Online Games Revenue by Country

Countries 2012 2013e 2014e Indonesia $88.1m $110.1m $136.5m Philippines $43.9m $53.3m $66.5m Vietnam $219.6m $253.0m $291.0m Thailand $133.0m $158.1m $183.0m Malaysia $44.1m $54.1m $66.5m Singapore $31.0m $34.0m $37.0m Total $559.6m $662.5m $778.0m Source : Niko Partners

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PC online games remains dominant in a huge part of gamers' life in SEA especially with ages between 15 to 25 years. These are the prime years where interests to gaming retains higher committment.

PC Online Gamers by Country

Countries 2012 2013e 2014e Indonesia 19.63m 22.75m 26.00m Philippines 21.00m 24.96m 28.72m Vietnam 15.65m 17.25m 19.00m Thailand 8.12m 9.04m 9.97m Malaysia 7.62m 8.70m 9.90m Singapore 1.53m 1.66m 1.80m Total 73.7m 84.4m 95.4m Source : Niko Partners

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PC Online Gaming Prospects in SEA Changing Trends in PC Online Games

Esports is the in-thing! • FPS games can hit 100,000 ccu

• MOBA games can hit 70,000 ccu

• Sports games can hit 40,000 ccu

• Active users is about 3 to 4 times of ccu

• Team-based group fuels the growth of eSports. (e.g. Cybercafes) * CCU : Concurrent Users

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•  Will mobile games replace PC online games?

•  Each market is on its own

•  High barriers and cost of market entry

•  Saturated market

•  Understanding the local needs

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689,000,000 Mobile Subscriptions

BUT how many smart devices are there actually?

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Mobile Gaming Prospects in SEA Android Versus Apple

•  Captures more than 60% of market

•  Fueled by low cost OEM phones •  User base is mid to low income •  Championed by Samsung •  High user base, low revenue

•  Captures 30% or less of market •  Expensive phone in SEA •  User base is mid to high income •  Apple branding is a prestige •  High revenue, low user base

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SEA market is worth more than USD30m a month in total revenue from the official app stores. The above only constitutes the credit card market. Less than 10% of users has credit cards.

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SEA Appstores

$360m

SEA Market Potential

$1.8b ???

Market size potential is at least 3 to 5 times bigger than the current appstores revenue combined. Note that only a minority of the gamers has credit cards. Tapping on local 3rd party payment system and operator billing will see the potential maximized.

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Mobile Gaming Prospects in SEA Platform Wars

Messaging Platforms + Official Appstores + Mobile Operators + 3rd Party Game Platform + Facebook

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The Next Wave to catch

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Look before you jump

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Look before you jump

• SEA is a melting pot where East and West meets.

• 6 Countries, 6 Languages, 6 Cultures

• Finding where the money is

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Contacting Us! International Business Department Asiasoft Corporation PCL E: [email protected]

Asiasoft is a online and mobile games publisher with a strong deep rooted establishment in SEA for more than 14 years with a gamer base of over 80m. If you are keen to explore publishing in SEA, feel free to drop me a mail or message.

Contacting Me!

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Robin Sagacious Ng Asiasoft Corporation PCL E: [email protected] Skype: dweeteng

Mobile & Online Gaming Potential In South East Asia

Data & Analytics

Transcript of Mobile & Online Gaming Potential In South East Asia