CJ 2025丨鸿蒙游戏生态加速崛起：牵手腾讯等大厂，小游戏成产业新增长点

Core Insights - The ChinaJoy event highlights the explosive growth of the gaming ecosystem, with Huawei's HarmonyOS making significant strides in the gaming sector [1][8] - The gaming market faces high customer acquisition costs and intense competition, prompting manufacturers to seek new solutions [3][9] - Huawei's HarmonyOS has surpassed 10 million terminal devices, with over 500 game developers and 6,500 games now available on the platform, indicating a mature ecosystem [3][4] Group 1: Market Dynamics - Traditional app stores are losing their value as new channels like social platforms emerge, disrupting the flow of traffic and revenue models [3][9] - The collaboration between Huawei and Tencent is a key highlight, with Tencent's games like "League of Legends Mobile" and "Teamfight Tactics" launching on HarmonyOS [4][9] - The performance improvements in games, such as a 21% increase in responsiveness for "Honor of Kings," demonstrate the technical advancements of HarmonyOS [4][5] Group 2: Technological Advancements - HarmonyOS has implemented various technologies that enhance gaming performance, including an 80% increase in startup speed and a 20% reduction in power consumption [5][10] - Multi-modal interaction is emerging as an innovative breakthrough in narrative games, allowing players to engage with the story through voice commands and other interactive features [5][6] - The ecosystem's capabilities are expanding, with over 30,000 applications and services currently in development [6] Group 3: Industry Support and Growth - The ecosystem supports both large and small game developers, with a low-barrier, high-empowerment support system in place [10] - Mini-games are rapidly gaining traction within the ecosystem, leveraging lightweight and scenario-based advantages to redefine casual gaming experiences [10][11] - The ongoing growth of HarmonyOS terminals and its deepening technological capabilities suggest that the gaming ecosystem is poised for explosive growth in the next two years, potentially reshaping the domestic gaming market [11]