苹果CEO库克造访莉莉丝背后：为何钟情中国游戏公司？

Core Insights - Apple's CEO Tim Cook has been visiting Chinese gaming companies, including Lilith Games, Mihayou, and Paper Games, which are collectively referred to as the "Four Little Dragons" of Shanghai gaming [1][4] - The importance of service revenue, including gaming, is increasing for Apple, with service revenue reaching a new high of $27.4 billion, accounting for nearly 30% of total revenue in the latest quarterly report [1][4] Group 1: Tim Cook's Visits - Tim Cook's recent visit to Lilith Games included a mention of their product "Sword and Expedition: Journey," which is set to release in 2024 and has been recognized as the iPhone game of the year by App Store Awards 2024 [2] - Cook's visits to Chinese gaming companies have become a routine, with previous visits to Kuro Game, Paper Games, NetEase, and Mihayou, highlighting Apple's focus on the gaming sector [4] Group 2: Lilith Games Overview - Lilith Games, established in 2013, is known for its mobile games such as "Tiny Legends," "Sword and Home," "Awakening of Nations," and "Sword and Expedition," focusing on SLG and idle RPG genres [3] - The game "Awakening of Nations" set a record for monthly revenue for Chinese strategy mobile games when it was released in 2018, and as of September this year, it ranks 18th in the revenue chart for Chinese mobile games abroad [3] Group 3: Service Revenue Growth - Apple's financial performance for Q3 FY2025 showed total revenue of $94 billion, a 10% year-over-year increase, with service revenue growing by 13% [4] - The growing significance of service revenue, particularly from gaming, reflects a strategic shift for Apple as it diversifies its income sources beyond hardware [1][4]