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腾讯的“三角洲行动”:自研射击GaaS游戏突入海外主机市场
经济观察报· 2025-08-20 11:41
Core Viewpoint - The article highlights the successful launch of "Delta Action" on console platforms, emphasizing its significance in Tencent's global market strategy and its positioning as a cross-platform service game [1][4][6]. Group 1: Game Performance and Market Position - "Delta Action" achieved an average daily active user (DAU) count exceeding 20 million within a year of its mobile and PC launch, ranking among the top five in the industry [4][10]. - The game has contributed significantly to Tencent's revenue growth, with the domestic gaming revenue reaching 40.4 billion yuan, a year-on-year increase of 17% [13]. - The game is positioned as the first original service-type shooting game developed in China, marking a significant entry into the console gaming market, which has historically been less penetrated by Chinese companies [4][6]. Group 2: Market Dynamics and Trends - The global console gaming market exceeds $42 billion, with service-type games emerging as a new growth driver [6][18]. - In 2024, console games are projected to account for 28% of the global gaming market revenue, with shooting games representing 16% of console game revenue [18][23]. - The shift from traditional buyout games to service-type games is becoming prevalent, with approximately 20% of the market now occupied by non-buyout games [18][23]. Group 3: Development and Strategic Insights - The development team behind "Delta Action," J3 Studio, has over 15 years of experience in the FPS genre, previously creating successful titles like "Crossfire Mobile" and "Call of Duty Mobile" [8]. - The game is designed for cross-platform operation, allowing for data interoperability between PC and mobile platforms, which is expected to enhance user engagement and growth [19][20]. - Tencent's approach to developing "Delta Action" as a native service-type game allows for innovative business model opportunities, focusing on continuous content updates and player engagement [20][23]. Group 4: Future Prospects and Global Expansion - The entry of "Delta Action" into the console market represents a new growth opportunity for Tencent, particularly as domestic game market growth slows [21][25]. - The game serves as a critical entry point for Chinese original IPs into the global gaming market, potentially leading to further cross-platform interactions and IP development [24][25].