2024中轻度游戏行业全球市场趋势洞察

Investment Rating - The report indicates a positive outlook for the mid-light gaming industry, highlighting significant growth potential and emerging opportunities in various segments [4][95]. Core Insights - The mid-light gaming sector has contributed nearly half of the global mobile gaming revenue growth, with a year-on-year increase of nearly 25% in H1 2024, significantly outperforming the overall mobile gaming market [4][95]. - The report emphasizes the diversification of gameplay in light games and the trend of heavy games adopting lighter gameplay mechanics, which is seen as a new growth point for overseas expansion [3][4]. Summary by Sections Industry Overview - The mid-light gaming category includes traditional light games, traditional mid-light games, and overseas mini-games, with a focus on casual, easy-to-play formats appealing to a broad user base [2][3]. Market Trends - The report notes a shift in business logic for game developers, debating between high-cost, content-driven models versus agile, low-cost light gaming strategies [3]. - The mini-game segment has seen explosive growth, accounting for nearly 30% of mid-light mobile game overseas revenue, with a significant number of new titles emerging in the past year [5][4]. Revenue Contributions - Mid-light games have been a major driver of revenue growth in the mobile gaming sector, with a notable increase in in-app purchases, which accounted for 39% of overall mobile game revenue in H1 2024 [95]. - The report highlights that Chinese game developers are lagging behind their overseas counterparts in this segment, suggesting a need to adapt to the trends of gameplay diversification [4][95]. Regional Performance - The United States and Western Europe are identified as Tier 1 markets for mid-light games, characterized by high download volumes and player value, while Japan and South Korea are classified as Tier 2 markets with potential for growth [96]. - Emerging markets in Southeast Asia and Latin America show high download growth but lower revenue, indicating a need for strategies to enhance player monetization [96]. Product Insights - The report identifies key product trends, noting that over 80% of top downloaded products in the US and Western Europe were released within the last five years, indicating a dynamic market with opportunities for new entrants [97]. - In contrast, many products in Southeast Asia and Latin America have been in the market for over five years, suggesting a more challenging environment for new products [97].