第一财经·2025-11-05 10:17Core Viewpoint - The article discusses the recent trend of OPPO channel servers for multiple NetEase games being shut down, attributed to NetEase's operational strategy adjustments, reflecting a broader shift in the gaming industry regarding distribution channels and revenue sharing [3][4][5]. Group 1: Game Shutdowns - Several NetEase games have announced the cessation of operations on OPPO's platform, including titles like "逆水寒" and "实况足球," with the trend starting from last year and continuing into 2025 [4][5]. - The shutdowns are part of a larger pattern where both mid-sized and major titles are exiting OPPO, indicating a significant shift in the gaming landscape [4][5]. Group 2: Industry Trends - Industry analysts suggest that the era of channels demanding high fees is coming to an end, as game developers are increasingly opting to withdraw from Android channels due to unfavorable revenue-sharing agreements [5][6]. - The "hardcore alliance" formed by major companies like Tencent has led to speculation about revenue-sharing disputes, with developers seeking more favorable terms [5][6]. Group 3: Changing Distribution Dynamics - The reliance on app stores for user acquisition is diminishing, as game quality has improved, allowing developers to attract users through direct downloads rather than through channels [6]. - Major companies like NetEase and Tencent are confident in their game appeal, allowing them to withdraw from channel servers without fearing significant user loss, potentially even using the shutdowns to attract users back to official servers [6].