前段时间，Supercell突然宣布终止《爆裂小队》的后续开发。该消息在引发了行业广泛关注的同时，也意味着Supercell迈出了大胆的一步——第一次砍掉 一款他们已经"全球发布"的游戏。 但大家可能没有发现的是，就在《爆裂小队》被宣布砍掉的一周后，Supercell投资版图中的一颗新星正悄然升起。由芬兰Channel37工作室开发的PC单机 生存建造游戏《The Last Caretaker》，已于前不久（11月6日）在Steam平台正式发售。 此举被业界视为Supercell拓展PC及主机平台市场战略的关键一步，而Channel37正是其此前为布局该领域所投资的工作室。 从初步的市场反馈来看，《The Last Caretaker》开局稳健。游戏发售后迅速进入Steam全球热销榜，并一度攀升至第20名的位置。 更值得关注的是，游戏的同时在线玩家数量并未在发售冲高后迅速回落，而是从最初的约5000人逐渐增长至超过10000人，显示出玩家对游戏内容持续的 探索热情和良好的口碑效应。 在评价方面，游戏也收获了积极的初步反响。截至发稿，基于Steam商店页显示的2509条用户评测，《The Last Careta ...

Game Releases - The action RPG "Luo Lan: Curse of the Sand" developed by Shanghai Liangwu Game Studio has released its first gameplay trailer, showcasing its world view based on ancient Loulan culture, a smooth combat system, and exotic scene design [1] - The cooperative looter-shooter game "ARC Raiders" developed by Embark Studios has officially launched, with a peak online player count reaching 260,000 on its first day and an overall positive review rate of 90% from over 20,000 user reviews by November 1 [3] - The action-adventure game "Changsheng: White Night Nameless" developed by Changsheng Game Studio has unveiled its first gameplay trailer, featuring a fantasy adventure journey that incorporates elements of Chinese mythology [5] - The cooperative Chinese folklore horror puzzle game "Nü Diao" developed by Shanyu Studio has released a free demo on Steam, inspired by Lu Xun's essay and deeply integrating Jiangsu and Zhejiang folk culture [7] - The game "Hollow Knight: Silksong" has introduced a community translation patch for Simplified Chinese, created by the Chinese player team Team Cart Fix [9] Industry News - Amazon has announced a new round of layoffs affecting approximately 14,000 employees, leading to the cessation of development on several AAA games, including the MMORPG "New World," which confirmed it will stop further development on October 29 [13] - The company Paper Games has undergone a business change, with founder and CEO Yao Runhao stepping down as the legal representative, succeeded by co-founder and COO Yao Fei [15] - Supercell has announced the termination of development for its team shooter game "Brawl Stars," with the final content update scheduled for December 2025, and the mobile game's Chinese server will cease operations on April 21, 2026 [11]

Core Insights - The development of "Squad Busters" will end, with the final update scheduled for December 2025, as the game did not meet Supercell's long-term quality standards despite initial success [2][4][5] - Supercell acknowledges the lessons learned from the failure of "Squad Busters" and emphasizes the importance of creating games that players can enjoy for years [3][5][16] - The decision to cease development was made after months of reflection, as the game failed to maintain its player base and did not evolve into a global phenomenon [3][10][23] Summary by Sections Game Launch and Initial Reception - "Squad Busters" launched in May 2024 and initially attracted millions of players, leading to optimism about its potential success [1][9] - The game received positive feedback at launch, which led Supercell to believe it could become a major hit alongside their other successful titles [2][9] Development Challenges - Despite efforts to address core issues, including the introduction of a new "Heroes" system, the game could not find a lasting solution to its problems [3][10] - By early 2025, Supercell faced a critical decision point regarding the game's future, ultimately opting for a bold creative change that did not yield the desired results [3][10] Conclusion of Development - The decision to end active development was described as extremely difficult, with a final update planned for December 2025, after which the game will remain available for a limited time before being closed in 2026 [4][5][20] - Supercell aims to redirect the talented team behind "Squad Busters" to new projects and existing successful games to enhance player experiences [6][11] Player Transition and Rewards - In-app purchases were disabled on October 30, 2025, and players can transfer their purchases to other Supercell games starting November 10, 2025 [6][12] - As a gesture of appreciation, players will receive free bundles in other Supercell games based on their playtime in "Squad Busters" [7][14] Industry Context - The announcement of "Squad Busters" ending its operations marks a significant moment for Supercell, which has historically maintained a 100% success rate for new game launches prior to this title [22][23] - Despite the setback, Supercell continues to see success with its established titles, indicating resilience in its long-term game development strategy [29][30]

Group 1 - The 22nd China International Digital Interactive Entertainment Expo (ChinaJoy) officially opened on August 1 in Shanghai, with Tencent Games showcasing 17 products, occupying nearly half of the N4 hall [1] - Tencent Games' theme for this year's event is "COOL Goose Summer Camp," which aims to enhance product experience and booth services, featuring over ten gameplay categories and popular new releases such as "Runeterra: League of Legends Card Battle" and "Dance Dance Revolution: Party" [1] - The event includes immersive trial experiences and interactive activities like esports competitions and challenge games, providing a comprehensive exhibition service for attendees [1] Group 2 - The "COOL Goose Summer Camp" consists of a central square, a comprehensive exhibition area, and three independent exhibition zones, highlighted by a 40-meter "Goose MAX" screen that connects various experiences [2] - Attendees can engage in "cyber interaction" by projecting hand-drawn images and real-time comments onto the "Goose MAX" screen, with live leaderboards for competitive events displayed [2] - The central square features a green camp design with multiple interactive areas, allowing players to participate in fun activities and earn rewards, such as reciting a poem to use a loudspeaker or generating AI-customized memorabilia [2] Group 3 - The central square is flanked by a comprehensive exhibition area and three independent booths, showcasing 17 game products with diverse interactive experiences [3] - The comprehensive exhibition area features 11 products, including popular titles like "Honor of Kings" and games from Supercell, covering various genres such as strategy and simulation [3] - Independent booths include major titles from the Dungeon Fighter IP and new releases like "Valorant" and "Runeterra," offering extensive trial activities and a unique exhibition experience for players [3]

Core Insights - Supercell, a leading mobile game developer, has returned to the market with two new titles, "Squad Busters" and "mo.co," after a six-year hiatus, but both games have underperformed commercially [1][3][4] - The release strategies for both games were experimental, bypassing traditional soft launch processes, which may have contributed to their lack of success [3][6] - Despite the disappointing performance, the new titles reflect Supercell's willingness to innovate and take risks in game design and distribution strategies [3][6] Group 1: Commercial Performance - "Squad Busters" generated approximately $70 million in its first year, significantly lower than "Brawl Stars," which earned $340 million in its first year [4] - In May 2025, "Squad Busters" only earned $1.2 million, marking a low point for Supercell compared to its previous titles [4][6] - "mo.co," still in a soft launch phase, earned $2.5 million in its first three months, which is also below Supercell's historical performance [6] Group 2: Game Release Strategies - "Squad Busters" was launched globally without a soft launch, while "mo.co" utilized an invitation-only system for its soft launch, which deviated from typical practices [8][11] - The invitation system for "mo.co" created a sense of exclusivity and urgency among players, leading to approximately 2.5 million downloads in its first month [13][11] - Both games experienced a rapid decline in downloads post-launch, indicating that even Supercell's brand power may not be enough to sustain interest without effective gameplay [16] Group 3: Gameplay and Target Audience - "Squad Busters" aimed to create a highly casual experience but had to pivot towards a more mid-core gameplay style due to initial player feedback [17][18] - The game underwent significant changes in its 2.0 version, introducing a hero system and a revamped progression system to enhance player control and strategic depth [19][23] - "mo.co" was designed for mid-core players from the outset, featuring a cooperative action RPG format with various game modes, but it lacks some casual elements that could broaden its appeal [32][33] Group 4: Monetization Strategies - "Squad Busters" initially focused on a pay-to-win model, which was later adjusted to include more cosmetic items as the game evolved [44][51] - "mo.co" relies heavily on cosmetic monetization, similar to PC and console games, but this approach may limit long-term revenue potential if not balanced with functional upgrades [44][48] - The contrasting monetization strategies of the two games highlight Supercell's experimentation with different revenue models in the mid-core gaming space [54][56] Group 5: Operational Activities - Supercell has historically excelled in operational activities, but "Squad Busters" has not yet reached the level of engagement seen in titles like "Brawl Stars" [56][60] - The game has hosted numerous events, focusing on collection and cooperation, but lacks the depth and variety of activities that keep players engaged long-term [60][62] - "mo.co" has a more streamlined approach to events, focusing on fewer but more impactful activities, which may help maintain player interest without overwhelming them [73][85] Group 6: Future Outlook - Both "Squad Busters" and "mo.co" represent Supercell's bold experiments in game design, with the former transitioning towards a more structured mid-core experience and the latter aiming to refine its core gameplay [87][88] - The potential for "mo.co" to evolve its monetization strategy and operational activities remains, as Supercell is known for its ability to adapt and innovate [89][90] - The limited social features in both games indicate an area for improvement, as enhancing community engagement could significantly impact player retention and satisfaction [86][91]