3 6 Ke·2026-01-23 05:07Core Insights - The female-oriented gaming market is projected to reach 8 billion yuan in 2024, reflecting a year-on-year growth of 124.1%, significantly outpacing the industry average [1] - Despite the market potential, internal challenges persist, including high player expectations for visual effects, sensitivity to public opinion, and stringent quality demands for game narratives [1] - There is a disconnect between market perception and capital investment, with many publishers lacking specialization in female-oriented games, leading to difficulties in finding suitable partnerships [1] Market Performance - In 2025, 24 female-oriented games entered the iOS top 600, generating approximately 2.731 billion yuan in revenue, with 15 games making it to the top 200, accounting for only 4.79% of the total revenue of the top 200 [3] - "恋与深空" (Love and Deep Space) emerged as the biggest winner, expected to exceed 1.33 billion yuan in iOS revenue, capturing nearly half of the total revenue from the 24 games [3][5] - The game "我的花园世界" (My Garden World) launched in August 2025, quickly rose to the third position in revenue, showcasing the potential for new entrants in a competitive market [5] Company Revenue Distribution - The leading company, 叠纸 (Paper Games), generated 1.687 billion yuan in revenue, holding a 61.77% market share among the analyzed games [12] - Other notable companies include 网易 (NetEase) with 206.66 million yuan (7.57%) and 腾讯 (Tencent) with 200.22 million yuan (7.33%) [12] - The dominance of 叠纸 is attributed to its successful titles, including "恋与深空" and "无限暖暖" (Infinite Warmth) [12] User Engagement Metrics - "恋与深空" also leads in daily active users (DAU), capturing 48.64% of the DAU share among the top games [15] - The DAU rankings indicate that older games like "奇迹暖暖" (Miracle Warmth) and "偶像梦幻祭2" (Idol Dream Festival 2) still maintain significant user engagement, suggesting opportunities in niche markets [16] International Market Opportunities - In the overseas market, "浪漫餐厅" (Romantic Restaurant) generated approximately 4.543 billion yuan in revenue, accounting for 44.34% of the total revenue from the top female-oriented games [18] - The game "Tasty Travels: Merge Game" has shown promising growth, recently climbing to the top 30 in the U.S. iOS revenue rankings [23][25] - The overall market for casual games remains expansive, with significant revenue potential for companies like 柠檬微趣 (Lemon Microfun) [30] Emerging Trends - The rise of AI-driven emotional companionship products is anticipated to reshape the female-oriented gaming landscape, with several companies exploring this avenue [32][34] - Major internet companies are also investing in AI social companionship products, indicating a trend towards integrating AI into gaming experiences [36] - The female-oriented market is entering a stable phase post-restructuring, with expectations for a new wave of growth driven by AI companionship products in the next 1-2 years [38]