Unity中国CEO张俊波：车载游戏或将成潜力最大增量市场

Core Insights - The 10th Unite Developer Conference was held in Shanghai, featuring over 60 technical presentations and attracting thousands of developers [2] - Unity's collaboration with Tencent's mixed Yuan model introduced the AI Graph intelligent creation platform, marking a new paradigm in AI-driven game development [2][4] - The Chinese gaming industry is projected to generate actual sales revenue of 260.7 billion yuan in 2024, accounting for one-fourth of the global market [2] - China's self-developed games are expected to achieve actual sales revenue of 18.557 billion USD in overseas markets, solidifying China's position as the largest gaming market globally [2] Industry Trends - Lightweight mini-games are emerging as a new growth engine, with revenue from Chinese mini-program games expected to reach 39.836 billion yuan in 2024 [3] - The number of mini-games developed using Unity's engine has surpassed 7,800, with downloads exceeding 13 million and monthly active developers reaching an all-time high [3] - The automotive gaming sector is identified as a potential growth area, with expectations for explosive growth in entertainment demand from passengers as autonomous driving technology matures [3][4] Future Outlook - The automotive gaming market is anticipated to become a significant incremental market within three years, as the number of new energy vehicles in China is projected to exceed 31.4 million by March 2025 [3] - Major automotive companies, including Tesla and NIO, are exploring subscription-based models for in-car applications, with gaming expected to be a core component of in-car digital services [3] - AI technology is reshaping the skill set of game developers, enhancing productivity and promising substantial changes in the industry [4]