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沪游观察|90%数字资源不受掌控,欧洲游戏工作室怎么办
Sou Hu Cai Jing· 2026-02-04 07:11
Core Insights - The traditional frameworks for corporate strategic analysis are becoming obsolete in the context of digital industries, where companies are deeply embedded in complex technological networks that significantly influence their operational choices [1][4][8] Group 1: Digital Infrastructure and Dependency - In the European video game industry, over 90% of digital sales occur through non-European platforms, highlighting a structural dependency on external entities [2][3] - More than 75% to 80% of studios utilize two American graphics engines (Unity and Unreal Engine), and over 70% of online game servers rely on non-European cloud services (AWS, Azure, Google Cloud) [3] - The rapid evolution of digital infrastructures outpaces the ability of organizations to adapt, leading to a structural disconnect between infrastructure changes and organizational decision-making [3][4] Group 2: Challenges in Public Investment Policies - Public technology investment programs, such as Horizon Europe, face challenges due to their long-term planning (5 to 10 years) conflicting with the rapid evolution of the digital infrastructure [5] - The economic feasibility of public technology investment projects often depends on external technological systems that evolve at a pace beyond institutional adaptability [5][7] Group 3: Need for Updated Strategic Analysis - The case of the European video game industry illustrates that even with technical expertise and public support, structural vulnerabilities persist if critical infrastructure is controlled by external entities [8] - Continuous and accurate assessment of projects, industries, and public policies is essential in the context of rapidly changing digital architectures [8] - There is a need to integrate the speed of technological infrastructure changes and the resulting dependencies into strategic evaluations, as traditional analysis tools may fail to capture the new competitive landscape [7][8]