Core Viewpoint - The article emphasizes the importance of a mindset shift for founders when entering overseas markets, treating globalization as a critical strategy rather than a secondary option [2][4]. Group 1: Globalization Strategy - Founders must view overseas expansion as a "do or die" situation to succeed in global markets [2][4]. - The distinction between "going overseas" and "globalization" is significant; the former lacks focus and direction [6][8]. - Initial focus should be on specific regions that can drive value to other markets, with Southeast Asia and Japan identified as initial targets [9][10]. Group 2: Market Insights - Success in the U.S. market can provide credibility in other regions, as American clients value proven case studies [12]. - The U.S. market has a higher ceiling for revenue potential compared to other regions [13]. - Japan's market is predictable, but the pace of business is slower, requiring patience and understanding of local practices [15][17]. Group 3: Operational Challenges - A "business trip mentality" is insufficient for establishing long-term relationships in overseas markets; physical presence is crucial [19]. - Local hiring is essential for roles that require deep market understanding, while some technical roles can be filled by domestic teams initially [21][23]. - Language barriers are minimal compared to the challenge of starting from scratch in a new market [23]. Group 4: Competitive Advantages - Chinese teams possess unique advantages in technology, supply chain, and service responsiveness, which can be leveraged in the U.S. market [24][27]. - Focusing on customer success rather than just product performance is vital for building strong client relationships [36]. Group 5: Commercialization Strategies - Selecting clients carefully is crucial; targeting large enterprises can yield higher lifetime value (LTV) [39][42]. - Understanding and defining what constitutes a "big client" is essential for strategic growth [41][44]. - The importance of storytelling and marketing should not overshadow product development and customer engagement [47][48]. Group 6: Organizational Culture - Establishing an English-speaking work environment and using international tools are key milestones for assessing a team's readiness for globalization [49]. - A commitment to global expansion should be unwavering, even if domestic revenue is present [50][51].

Summary of Key Points from the Conference Call Industry Overview - The gaming industry is experiencing performance divergence in 2024, with Kaiying Network achieving impressive revenue of 1.35 billion and turning a profit, while 37 Interactive Entertainment and Taiyue Information fell short of expectations due to marketing expenses and product competition, indicating intensified industry competition [1][2][3] Core Companies and Their Performance - Kaiying Network and Huatuo are expected to have a higher success rate in the future. Jibite is anticipated to grow due to its reserve products like "Warship Legend" and "Nine Woods in the Wild," maintaining a relatively stable market position [3][1] - In Q1 2025, Kaiying's revenue was approximately 510 to 520 million, Perfect World reported 300 million, and Jibite achieved 283 million. ST Huadong performed exceptionally well at 1.35 billion, while Youzu managed to turn a profit [2] Emerging Technologies and Trends - The integration of AI and gaming shows promising prospects. Successful cases include 1V1 games that utilize AI models and VR/XR technologies, enhancing user experience through 3D AR scene construction. For instance, "Love and Deep Space" helped increase Zhe Paper's revenue from 1.4 billion to 7 billion [4][5] - The combination of AI, AR, and virtual human technologies is expected to further enhance immersion and user experience in gaming [4][5] Notable Game Genres - MMORPG, SLG, and casual gaming are highlighted as important areas to watch. MMORPG and SLG have long lifecycles and can integrate various gameplay styles, while casual games are performing well in the Western markets, with increased fragmented time in China providing opportunities [6][7] - The lifecycle of successful JSR games can reach 8 to 10 years, attracting high ARPU users and forming stable player communities [6] Upcoming Game Releases - A significant number of new games are set to launch in 2025, with Kaiying Network having the most reserves, including "Douluo Dalu: The Legend of the Exorcist" and "Tomb Raider: The Journey." Other companies like 37 Interactive Entertainment, Tencent, and NetEase also have substantial reserves [8][9] - Key products from Kaiying Network include "Douluo Dalu: The Legend of the Exorcist," which features deep design for combo attacks, and "Tomb Raider: The Journey," which combines Dungeons & Dragons and ARPG elements [10] Company-Specific Highlights - Jibite is launching "Sword Legend," a JRPG that incorporates a pet-catching system, and "Nine Woods in the Wild," which enhances real-time strategy gameplay [13] - Giant Network's new titles include "Supernatural Action Group," a Chinese horror-themed game, and "5000 Years," a historical strategy game [12] - Mingchen Health's core product is "Realm of the Blade," an ARPG featuring a death god IP, designed for cooperative play [11] Market Dynamics - The casual gaming sector is thriving in Western markets, with titles like "Candy Crush Saga" maintaining a long presence in the top sales charts. The increasing fragmented time in China due to longer working hours also benefits casual games [7] - The market may polarize into heavy games like MMORPG and SLG, and lighter casual games [7] Conclusion - The gaming industry is poised for significant developments in 2025, with numerous new titles and innovative technologies shaping the landscape. Companies like Kaiying Network, Jibite, and Giant Network are at the forefront of these changes, leveraging their unique products and market strategies to capture growth opportunities.