其实，这场网易游戏与手机渠道服的"割席"自去年就开始了。 近期，不少玩家发现，OPPO应用商店里的网易游戏要么登不上，要么直接搜不到了。OPPO客服回应：和网易的合作到期了，停服时间不一，而且暂时没有恢复 计划。 2024年11月起，网易旗下《阴阳师：妖怪屋》《阴阳师：百闻牌》《永远的7日之都》等游戏率先停运OPPO渠道。 2025年8月，《梦幻西游》《率土之滨》等王牌产品宣布退出；9月，《光·遇》《明日之后》《大话西游》等热门手游跟进停服；10月，《逆水寒》《实况足球》 等也加入停服阵营。至此，网易手游几乎全面撤离OPPO渠道。 行业人士分析，这一停运现象或许与传统安卓渠道的"高分成"模式有关。 而去年6月，腾讯旗下手游用下架来对抗安卓渠道商一事备受游戏圈关注。 《地下城与勇士：起源》运营团队发布公告称，因合约到期，DNF手游将不再上架部分安卓平台应用商店。意味着相关渠道的玩家需通过官网下载最新版本，而 不能通过应用商店更新游戏。 种种事件背后，是游戏大厂们对"安卓税"的集体忍耐到了临界点。 给不了解的小伙伴科普下，大家平时玩手游，分为"官服"和"渠道服"两种。官服就是游戏公司自己运营的服务器，比如从网易官 ...

Core Insights - Apple's CEO Tim Cook has been visiting Chinese gaming companies, including Lilith Games, Mihayou, and Paper Games, which are collectively referred to as the "Four Little Dragons" of Shanghai gaming [1][4] - The importance of service revenue, including gaming, is increasing for Apple, with service revenue reaching a new high of $27.4 billion, accounting for nearly 30% of total revenue in the latest quarterly report [1][4] Group 1: Tim Cook's Visits - Tim Cook's recent visit to Lilith Games included a mention of their product "Sword and Expedition: Journey," which is set to release in 2024 and has been recognized as the iPhone game of the year by App Store Awards 2024 [2] - Cook's visits to Chinese gaming companies have become a routine, with previous visits to Kuro Game, Paper Games, NetEase, and Mihayou, highlighting Apple's focus on the gaming sector [4] Group 2: Lilith Games Overview - Lilith Games, established in 2013, is known for its mobile games such as "Tiny Legends," "Sword and Home," "Awakening of Nations," and "Sword and Expedition," focusing on SLG and idle RPG genres [3] - The game "Awakening of Nations" set a record for monthly revenue for Chinese strategy mobile games when it was released in 2018, and as of September this year, it ranks 18th in the revenue chart for Chinese mobile games abroad [3] Group 3: Service Revenue Growth - Apple's financial performance for Q3 FY2025 showed total revenue of $94 billion, a 10% year-over-year increase, with service revenue growing by 13% [4] - The growing significance of service revenue, particularly from gaming, reflects a strategic shift for Apple as it diversifies its income sources beyond hardware [1][4]

Core Insights - Chengdu is developing a trillion-level digital cultural and creative industry, with a projected total scale of 381.9 billion yuan by 2024 [1] - The Chengdu High-tech Zone has over 12,000 employees in the digital cultural and creative sector, with an industry scale exceeding 110 billion yuan [1] Group 1: Industry Development - The Tianfu Changdao Digital Cultural and Creative Park hosts 64 enterprises focusing on animation, gaming, digital music, and ultra-high-definition video, creating a closely-knit collaboration network [1] - The park's enterprises have a "grapevine effect," where the establishment of one company leads to the emergence of many others, exemplified by Tencent's new cultural headquarters attracting over 50 related entities [2] Group 2: Economic Policies and Support - Chengdu High-tech Zone has implemented "26 digital economy policies" to support game development, esports events, and ultra-high-definition products, offering financial rewards for game developers and operators [4] - Companies that obtain game licenses can receive rewards of 500,000 yuan for overseas expansion [4] Group 3: International Expansion and Achievements - The gaming industry in the park is expected to generate over 400 million USD in overseas revenue by 2024, with the game "Wanguo Awakening" having over 100 million global players [4] - AG Esports has established 14 overseas branches and recently won the championship at the Saudi Esports World Cup, attracting 350 million global fans [4] Group 4: Cultural Representation - The game "Jiangmu" showcases traditional Chinese "mortise and tenon" culture internationally and has been featured in exhibitions in Europe [5]

Group 1 - In May 2025, 33 Chinese companies made it to the global mobile game publisher revenue TOP 100, collectively earning $2.02 billion, which accounts for 36.6% of the total revenue of the TOP 100 publishers [1] - Point Interactive's flagship product "Whiteout Survival" showed strong growth despite a high revenue base, contributing to a 13% month-over-month revenue increase for the company, securing the second position in the global revenue ranking for Chinese mobile game publishers [2] - Lemon Micro's multiple synthesis games, including "Gossip Harbor," achieved a 10% month-over-month revenue growth, setting a new historical high and reinforcing its leading position in the synthesis game segment [2] Group 2 - Florere Game's two survival strategy games, "Dark War Survival" and "Last Z: Survival Shooter," saw revenue growth of 4% and 33% respectively, leading to a 12% increase in overall revenue and advancing to the 8th position in the revenue ranking [4] - Lilith Games' "AFK Journey," in collaboration with the popular IP "Fairy Tail," experienced a 55% revenue surge, contributing to a 12% month-over-month revenue increase and moving up to the 10th position in the ranking [4] - Joy Net Games' RPG "갓깨비 키우기" (Korean version of "Idle Journey: Illustrated World") saw a remarkable 208% revenue increase, propelling the company to the 20th position in the global revenue ranking [6] Group 3 - Tencent's "Peacekeeper Elite" experienced a 21% revenue increase due to the SS33 season update and collaboration with DC, maintaining its second position in the Chinese App Store mobile game revenue ranking [8] - The mobile game "Arknights" saw a 250% revenue surge following the launch of a new side event, successfully returning to the revenue ranking at the 13th position [8]