Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report emphasizes the significant potential of AIGC in the gaming industry, highlighting its ability to reduce costs, enhance development efficiency, and optimize marketing strategies [2][26] - AIGC is expected to play a crucial role in the transformation of the gaming industry, driven by a trillion-dollar global commercialization space and the increasing globalization of the Chinese gaming industry [26][28] - The gaming industry has made substantial R&D investments, exceeding one trillion yuan over the past decade, which supports the continuous advancement of AIGC technologies [28] Summary by Sections 1. AIGC Industry Development Background - The report outlines the supportive policy environment for AI development in China, with multiple government documents emphasizing the importance of AI as a strategic technology [4][5][6] - Recent regulations, such as the "Interim Measures for the Management of Generative Artificial Intelligence Services," aim to promote AI exploration while managing potential risks [7] 2. AIGC and Gaming Industry Relationship - AIGC is seen as a key driver for the gaming industry, with over 60% of top gaming companies already engaging in AIGC initiatives [29] - The report identifies various application areas for AIGC in gaming, including content creation, gameplay optimization, localization, and marketing material generation [27][28] 3. Global and Domestic Enterprise Layout - The report highlights that over 80% of representative AI companies are based in the United States, with major tech firms leading the development [13][14] - In China, while there is a strong R&D capability among AI companies, some segments of the industry, particularly in chip technology and large models, lag behind international competitors [16][19] 4. Gaming Companies' AIGC Deployment - The report indicates that 27 out of the top 50 gaming companies in China are actively applying AIGC across various processes, including development, marketing, and operations [29][30] - Notable companies like NetEase and 37 Interactive Entertainment are highlighted for their significant investments in AIGC technologies and their contributions to the industry ecosystem [36][38]

2023全球移动游戏市场 企业竞争力报告 北京伽马新媒文化传播有限公司 报告目的、背景及研究方法 《2023全球移动游戏市场企业竞争力报告》是反映全球各地区移动游戏市场与企业发展状况的研 究报告，其以移动游戏市场为基础，以企业竞争力研究为核心，依托大量数据和调研结果，做出 评估、判断与分析，帮助读者认识、了解全球移动游戏市场发展概况，重要地区发展特点，中国 企业在其中所处的位置和变化情况，全球游戏企业，以及所具备的竞争力及发展趋势等。 2023年各地区市场竞争进一步加强，中国自研移动游戏海外扩张速度放缓，中国自研产品流水占 比在多国市场中出现下滑。为实现中国自研游戏在海外的长期增长，企业需不断提升自身研发能 力、本地化能力等核心竞争力，在保持成熟市场份额的同时，深入各新兴市场发展，推动当地市 场发展并获取自身增量。 名词解释 中国移动游戏： 指由中国企业研发或发行的移动游戏 海外重要移动游戏市场： 指美国、日本、韩国、英国、德国五国市场 海外重点关注移动游戏市场： 指巴西、印尼、沙特三国市场 中国自研移动游戏： 指由中国企业自主研发的移动游戏 其他RPG： 指除MMORPG、ARPG、回合制RPG、开放世界 ...

客户端游戏 市场营销发展报告 北 京 伽 马 新 媒 文 化 传 播 有 限 公 司 前 言 ...

LV = 7 市场营销发展报告 京 新 媒 文 化 传 播 有 限 公 北 日 司 | --- | --- | --- | --- | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...