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对话AppsFlyer王玮:2026游戏出海跨端与AI是竞争关键,中小厂商凭速度突围
Mei Ri Jing Ji Xin Wen· 2026-01-29 10:17
Core Insights - The most popular segment for Chinese game companies going overseas in 2025 is undoubtedly casual games, with Century Huatong's "Whiteout Survival" leading the revenue charts for 24 consecutive months, setting a benchmark in the industry [1] - Despite the dominance of leading products, there are still opportunities for other game companies to break through and develop, particularly for small and medium-sized enterprises (SMEs) that can innovate quickly [1][3] Industry Trends - Multi-platform strategies have become a significant trend in the overseas gaming market, with challenges in cross-platform data integration and marketing logic differences [4] - The user-driven phase of multi-platform gaming requires companies to address cross-platform tracking and attribution issues, which is a critical challenge for overseas game developers [4] Competitive Advantages - Chinese game companies have achieved success due to three core factors: a large domestic market providing talent and funding, a deep talent pool with insights into global markets, and a long-term industry accumulation leading to significant growth [5] - Emerging markets like Mexico present substantial growth opportunities due to their large populations and low market penetration, similar to the early development of the Indian market [5] Market Dynamics - The mixed casual game sector shows significant market potential, with many successful products coming from startups, indicating that SMEs can thrive in this space [7] - The gaming industry is inherently creative and culturally driven, supporting diverse development, which favors smaller companies [7] AI Impact - The proliferation of AI in marketing materials is expected to enhance the capabilities of both large and small companies, but it may widen the gap in customer acquisition capabilities between them [8] - Large companies can leverage AI to produce thousands of marketing materials, while smaller companies benefit from reduced production barriers but still struggle to match the scale of larger firms [8] - AI's influence extends beyond technology to organizational restructuring, necessitating companies to adapt their structures to maximize AI's value [10] Future Directions - The growth of marketing material volume due to AI is projected to increase by 20% to 30%, presenting challenges in managing and identifying potential successful materials [10] - Companies will need to adopt automated tools for effective management of the increasing volume of marketing materials, shifting towards a data-driven and AI-empowered approach [10]