Naoki Yamamoto

37
Copyright © GREE, Inc. All Rights Reserved. Mobile Social Game Industry Trend October 25, 2012

description

Ponencia en Colombia 3.0

Transcript of Naoki Yamamoto

Page 1: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Mobile Social Game Industry Trend

October 25, 2012

Page 2: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Agenda

1. GREE Introduction

2. Social Game Evolution

3. Social Game Market Trend

4. GREE Platform

1

Page 3: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE: Mobile Social Game Pioneer

In-House Social Games

SNS

3rd Party Social Games

Avatar

Smartphone

Feature phone

PC

Page 4: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Established 8 years ago

(2004)

Social game platform (distribution

up to 169 countries)

Merchandising:

GREE cartoons and goods

Launched first ever mobile social

game Tsuri-Sta (Fishing Star) (May 2007)

1,864 employees (3x the size of previous year)

*As of June 2012; group-wide total

Listed on the

Tokyo Stock Exchange (June 2010)

GREE overview

Page 5: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Company Financial Trend

Millions of yen

22 107 323 2,937

13,945

35,231

64,178

1,049 8,361

19,578

31,135

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2005.6 2006.6 2007.6 2008.6 2009.6 2010.6 2011.6 2012.6

160,000

140,000

120,000

100,000

158,231

82,729

Operating Profit Sales

In 5 years sales have grown 500x!

Yen 158,200M = US$2.0B

80,000

60,000

40,000

20,000

Page 6: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

11 Offices in 10 Countries

London

Tokyo

Beijing

Singapore

Amsterdam

Seoul

Dubai Osaka

San Francisco Vancouver

São Paulo

Page 7: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

Tokyo Office

Page 8: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

Tokyo Office

Page 9: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

Tokyo Office

Page 10: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

San Francisco Office

Page 11: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

San Francisco Office

Page 12: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

Seoul Office

Page 13: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE, Inc.

Seoul Office

Page 14: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Agenda

1. GREE Introduction

2. Social Game Evolution

3. Social Game Market Trend

4. GREE Platform

13

Page 15: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

The origin of social games

Social games emerged from the convergence of hardware/software and infrastructure technology

Console

PC

Social gaming

? Console games

Mobile

Broadband

3G

Page 16: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

The evolution of smart devices

Smartphones already approaching consoles

in performance

Now

*source: NVIDIA Corporation

Console Smartphone

Page 17: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Coevolution of devices and social gaming

Game models continuing to evolve alongside

device and network innovation

Feature Phone

? LTE etc.

Penetration of feature phones

Golden era of feature hones

Penetration of smartphones

Evolution of smartphones

2G: Pay-per-use data plans

3G:Unlimited data plans

3G:Unlimited data plans

Page 18: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Emphasis on gameplay and storyline

Move beyond casual communication to greater emphasis on gameplay and storyline

Increased emphasis on gameplay

and storyline

Action Pet-raising

Emphasis on communication Introduction of gameplay

and storyline

Action Simulation

Simulation RPG

Fishing Star Clinoppe Cerberus Age Dragon Ark

Page 19: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

MONPLA SMASH

Page 20: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

War Corps

Page 21: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

War Corps

Page 22: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Puffy Puppy

Page 23: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Puffy Puppy

Page 24: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Wacky Motors

Page 25: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Wacky Motors

Page 26: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Wacky Pilots

Page 27: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Wacky Pilots

Page 28: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Agenda

1. GREE Introduction

2. Social Game Evolution

3. Social Game Market Trend

4. GREE Platform

27

Page 29: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

0%

2%

4%

6%

8%

10%

12%

2010年4月 2011年4月 2012年4月 2010/4 2011/4 2012/4

The shift to mobile internet

Mobile will drive internet access

Global shipments of PCs and smartphones

Source: Morgan Stanley「Mobile Internet Trend」

Millions of units

Source: KPCB「Internet Trend」

10%

5%

2%

0

100

200

300

400

500

600

2005 2007 2009 2011 2013

PC SP

Mobile Internet access as a proportion of

overall Internet traffic (global)

Page 30: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Rapid growth of smartphones globally

Smartphone has growth potential not only in developed countries but also in emerging countries

Source: Statisia, IDC, Gartner, GREE, Inc

• Smartphone set to become a universal device

• Huge potential in emerging markets

• Users new to games will be able to play and enjoy social games once they have access to smartphones

Smartphone shipments

Millions of units

Established

Emerging

2011 2015

1,831

2,238

208

415

4,069

623

11x more than

2011

4x more than

2011

Smartphone shipments (worldwide)

Page 31: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Market potential for games from Japan

Japan’s success in console games provides a foundation for

creating globally popular social games

Total shipment value of Japanese console games (Jan-Dec 2010 )

Source: 2011 CESA

Millions of yen

425,763 1,371,701

Japan

23.7%

Outside of Japan

76.3%

Total shipment value

Target market

Page 32: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Game Market (Japan)

Game Market Size

Game market will be 1.5x bigger in 2020

Source: Ministry of Economy, Trade and Industry Report on “FY2011 Cool Japan Strategy Promotion Program”

2010 2020

10

7

(Unit:US$ bn)

*1:France, Germany, Spain, Italy, UK, Russia, US, Turkey, Brazil, South Africa, Saudi Arabia, Japan, China, South Kore, India, Indonesia, Thailand, Singapore, Hong Kong

2010 2020

62

44

(Unit:US$ bn)

Game Market (Worldwide *1)

Page 33: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

Agenda

1. GREE Introduction

2. Social Game Evolution

3. Social Game Market Trend

4. GREE Platform and Social Games

32

Page 34: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE Platform

GREE Platform enables developers to distribute games throughout the world

Partner

Application development

API Development environment

Support service

Application service

GREE users

Page 35: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

GREE Platform Benefit

Support partners for distribution, engagement, acquisition, retention and monetization

Mass Market Success

iTunes Ranking

Head Tail Mid Tail Long Tail

#1

$

$$$ Sharing

Messaging

Announcements

Global Distribution

Invite & Requests

Cross Promotion

Support & Consultation

Leaderboard & Achievement APIs

Deposit & Payment APIs

Page 36: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.

World-renowned GREE games

Top-grossing games on App Store

Crime City #1 grossing on the App Store(iPad) and Google Play

in Asia, Central America, Europe

Zombie Jombie #10 grossing on U.S. AppStore

Modern War #1 grossing on the AppStore (iPhone, iPad) in Asia,

LATAM and Europe etc.

Page 37: Naoki Yamamoto

Copyright © GREE, Inc. All Rights Reserved.