Core Viewpoint - ByteDance has confirmed the news regarding the internal memo about re-initiating its gaming business, despite previously announcing a complete exit from self-developed games [1] Group 1: ByteDance's Gaming Strategy - ByteDance announced a gradual shutdown of its gaming brand, Chao Xi Guang Nian, and a full exit from self-developed gaming, but it continues to engage in game agency and mini-games on Douyin [1] - Two gaming studios under ByteDance, Shenzhen Gravity Studio and Jiangnan Studio, have merged to form Salros Network Technology (Shenzhen) Co., Ltd, with Tencent's investment arm holding a 100% stake in Salros [1] - The industry has mixed views on Tencent taking over some of ByteDance's gaming teams, with expectations of closer cooperation between the two giants in the future [2] Group 2: Tencent's Gaming Developments - Following ByteDance's exit from self-developed games, the activity level of Tencent's flagship game, Honor of Kings, has increased on Douyin, with significant promotional efforts including live streaming events [3] - Tencent has invested 1.4 billion yuan in its party game, Yuanmeng Zhi Xing, with a long-term investment plan that is not capped [3] - DataEye reported that 38% of the advertising for Yuanmeng Zhi Xing was placed on ByteDance's advertising platform, indicating a strategic advertising approach [3] Group 3: Market Insights on Gaming - The two projects taken over by Tencent focus on the high-potential areas of tactical competition and open-world games, which have a strong consumer willingness to pay [4] - The actual sales revenue of the mobile game market for the ACG (Anime, Comic, and Game) sector reached 31.707 billion yuan in 2023, showing a year-on-year growth of 31.01% [4] - The domestic ACG market has limited offerings in the open-world game category, with only Genshin Impact ranking in the top 50 of Apple's bestsellers, indicating a potential opportunity for new entrants [4]
字节跳动重启孵化游戏业务 两游戏项目被腾讯收购