Newzoo Tencent 2021 Cloud Gaming Report CN

35
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Transcript of Newzoo Tencent 2021 Cloud Gaming Report CN

Page 1: Newzoo Tencent 2021 Cloud Gaming Report CN

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Page 2: Newzoo Tencent 2021 Cloud Gaming Report CN

5

5G 6

9

17

21

27

29

31

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2020

2020 1,750

PC

Microsoft Flight Simulator

100

2020

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© 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

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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 |

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10%

34%

56%

75%

90%

66%

44%

25%

2020 2021F 2022F 2023F

5G

5G

5G

5G

5G

& 5G | | 2020-2023

©Newzoo |

2023

2023

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© 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

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B2B

11

YouTube Twitch

PK

/

PC

TapTap 2021 1

PaaS

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© Newzoo 2021 ©Newzoo | Newzoo Platform

RPG

12

3A PC

28

RPG RPG

ARPG

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Xbox Game Pass Ultimate

EA Play Stadia Luna

Ubisoft+

PC

B2B B2C

1 2

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Xbox

RTX

EA Play

Xbox Game

Pass Ultimate

Ubisoft+

Stadia Luna

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1 2 3 4

PC

13 14

PC

13 14

15

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• 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

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• Stadia

Google

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

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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

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• 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

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2019 2

PC TV

2020 4

TV PC

PC TV

21

• 2019 2

MWC

+

TV

TV / /

Q

QQ

2020

5G

• App PC TV

CODM

2019 3

TV PC Mac

TV

• START

PC/

• START TCL

START

App

• START NBA2KOL2

14

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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

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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

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PaaS

24

• 2019 7

GPU

• 2020 3

• 2020 7

• 2020 9

2019 7

X86 Arm

B2B

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$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

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* | 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

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1AMD

GPU

GPU

vGPU GPU

6

Akamai SuperCloud

CDN

2

3

4

5

ROI

30%

• 5G

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• 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

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| 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

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Minecraft Dungeons

20 Xbox

Game Pass Ultimate

PC

Luna

GeForce NOW

PC

32

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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

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5G

34

——

2020 2023

CAGR 101%

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