来源：环球网 12月18日，以"游戏力 未来式"为主题，由波克城市协办的2025中国游戏产业年会"游戏+"分论坛在上海 举行，旨在探路产业共生与技术向善新范式。来自腾讯游戏、米哈游、Unity中国、智谱AI、恺英网络 等企业的业界代表与联合国环境规划署「Playing for the Planet」运营主管Lisa Pak等嘉宾分享各自领域 的前沿探索与实践经验，系统性呈现游戏在驱动产业创新与践行社会责任方面的双重价值。 中国音像与数字出版协会第一副理事长、游戏工委主任委员张毅君在开场致辞中表示，"游戏+"走向了 更为广泛的实践，加速融入医疗、文旅、教育等诸多领域，日益成为驱动游戏产业内涵式增长、助力社 会生活更友好更便捷的有效路径。当更多行业因其而提质增效，更多群体因其而获得关注与机会，"游 戏+"便不再局限于业内的探索创新，而将成为连接技术与人文、本土与世界的有效桥梁。 中国音像与数字出版协会第一副理事长、游戏工委主任委员张毅君 文化赋能，数字IP激活消费新场景 "游戏+"正不断催生全新消费场景，让城市成为可探索、可体验的"开放世界"。米哈游公共事务总监夏 文婷以在沪文旅实践为例，讲述米哈游在上海进行的一 ...

12月18日，由中国音像与数字出版协会游戏出版工作委员会（以下简称"中国音数协游戏工委"）等主办的"游戏+"论坛在上海徐汇举办。据悉，本论坛是 2025中国游戏产业年会的组成部分，活动以"游戏力未来式"为主题，聚焦游戏技术赋能多领域的社会价值，吸引腾讯、米哈游等企业及国际嘉宾参会。 中国音像与数字出版协会第一副理事长张毅君在致辞中指出，"游戏+"已从行业探索转向广泛实践，加速融入医疗、文旅、教育等领域，成为驱动产业内涵 增长、助力社会便捷的有效路径。会上，张毅君代表协会发布《数字游戏活化与传播中华非物质文化遗产报告》，结合国产游戏案例，阐释游戏在非遗传承 中的独特作用及发展空间，为游戏产业的文化赋能提供理论支撑。 张毅君代表协会发布《数字游戏活化与传播中华非物质文化遗产报告》。 活动现场，来自企业的代表进行了主题分享。其中，Unity中国平台技术总监杨栋分享了Unity引擎从游戏开发向跨行业数字化赋能的转型案例。其推出的"团 结引擎"及工业套件已支撑汽车制造、智慧城市等领域的数字孪生应用，并为车载游戏商店等新型互动渠道提供解决方案。智谱AI珠海分公司副总经理葛昊 则指出，AI正从降本工具升级为体验创造引擎，贯 ...

Group 1 - The core theme of the forum was "Innovation Without Boundaries, Smart Vision for the Future," focusing on the development of the new economy in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - Unity China's CEO, Zhang Junbo, emphasized that the company will not develop its own foundational AI models but will integrate leading AI capabilities into its development tools to support Chinese developers [1][2] - Unity China aims to enhance creative efficiency through the launch of the Unity Graph intelligent creation platform, which connects with top AI models for 3D generation and skeletal animation [1] Group 2 - Unity China has adapted to the domestic market since its independent operation in 2022, recognizing the significant mini-game ecosystem in China, which is expected to generate over 100 billion yuan in market size within the next 12 months from platforms like WeChat and Douyin [1] - The localized "Unity Engine" was launched to meet the demands of domestic developers and the mini-game ecosystem, achieving nearly 550,000 downloads and significant penetration in leading mini-games [2] - Over 85% of new energy vehicles in China utilize Unity technology for their 3D interactive interfaces, with more than 1.2 million mass-produced models, highlighting the importance of real-time 3D technology in defining smart vehicle experiences [3] Group 3 - The rise of embodied intelligence has revitalized the concept of "digital twins," transitioning from mere visualization to operational-level digital twins, which are essential for monitoring, planning, and training robot clusters in industrial settings [3]

Core Insights - The 10th Unite Developer Conference was held in Shanghai, featuring over 60 technical presentations and attracting thousands of developers [2] - Unity's collaboration with Tencent's mixed Yuan model introduced the AI Graph intelligent creation platform, marking a new paradigm in AI-driven game development [2][4] - The Chinese gaming industry is projected to generate actual sales revenue of 260.7 billion yuan in 2024, accounting for one-fourth of the global market [2] - China's self-developed games are expected to achieve actual sales revenue of 18.557 billion USD in overseas markets, solidifying China's position as the largest gaming market globally [2] Industry Trends - Lightweight mini-games are emerging as a new growth engine, with revenue from Chinese mini-program games expected to reach 39.836 billion yuan in 2024 [3] - The number of mini-games developed using Unity's engine has surpassed 7,800, with downloads exceeding 13 million and monthly active developers reaching an all-time high [3] - The automotive gaming sector is identified as a potential growth area, with expectations for explosive growth in entertainment demand from passengers as autonomous driving technology matures [3][4] Future Outlook - The automotive gaming market is anticipated to become a significant incremental market within three years, as the number of new energy vehicles in China is projected to exceed 31.4 million by March 2025 [3] - Major automotive companies, including Tesla and NIO, are exploring subscription-based models for in-car applications, with gaming expected to be a core component of in-car digital services [3] - AI technology is reshaping the skill set of game developers, enhancing productivity and promising substantial changes in the industry [4]

Core Insights - Unity's Q1 2025 financial report shows a 6% year-over-year revenue decline to $435 million (approximately 3.2 billion RMB) [1][3] - The core business segments, Grow and Create, experienced revenue drops of 4% and 8% respectively [1][3] - Despite the revenue decline, Unity's performance exceeded expectations, with revenue and adjusted EBITDA surpassing the upper forecast by 5% and 29% respectively, while net loss was $78 million (18% loss rate) [3][7] Revenue Breakdown - The Create segment's revenue decline was primarily due to decreases in professional and consumer service revenues, although strong subscription growth partially offset these losses [3] - The Grow segment's decline was attributed to weak performance in select growth products, but the early launch of the AI advertising platform Unity Vector helped mitigate some losses [3][7] Market Position and Challenges - Unity's stock price fell by 3.1% to $20.66, more than halving from its peak of over $43 in 2023 [3] - The company has been in a loss position since its IPO five years ago, with revenue remaining around $450 million since reaching a historical high of $609 million in Q4 2023, indicating potential market saturation and challenges in the gaming engine sector [3][11] Business Highlights - Unity 6 engine, described as the most stable and high-performing version, has seen over 4.4 million downloads, with 43% of active users migrating to it [5] - Unity's advertising network has successfully transitioned to the AI platform Unity Vector, which is expected to enhance competitiveness in the mobile gaming market [5][7] Future Outlook - Unity's CEO emphasized confidence in AI-driven advertising optimization and cross-platform development tools as key drivers for future performance recovery [7] - For Q2 2025, Unity projects total revenue between $415 million and $425 million, with adjusted EBITDA between $70 million and $75 million, anticipating a recovery in the Grow segment [7] Regional Strategy - Unity 6 and subsequent versions have been removed from the Chinese mainland and Hong Kong markets, with local needs being addressed by the Unity China team, which plans to enhance features for Chinese users [9][10]

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has highlighted the increasing localization efforts of multinational automotive suppliers in China, with Intel making its debut by launching the second-generation AI-enhanced Software Defined Vehicle (SDV) SoC, which utilizes a chiplet architecture [2][3] - Intel's collaboration with companies like Hezhima Intelligent and others aims to address key technological challenges in the automotive sector, focusing on building a new intelligent vehicle ecosystem [2][4] - The automotive industry is facing three main challenges: transitioning from traditional automotive architecture to software-defined vehicles, ensuring sustainability in economics and battery supply, and achieving scalability across different vehicle models [2][3] Intel's Developments - Intel's second-generation SDV SoC boasts a tenfold increase in AI performance, a 61% improvement in CPU performance per watt, and a twofold enhancement in audio performance, with mass production set to begin in 2026 [3] - The automotive division of Intel is now based in China, reflecting the company's commitment to the Chinese market and its belief in significant opportunities within the automotive sector [3][4] Collaboration and Market Dynamics - The partnership with Hezhima Intelligent focuses on creating a cockpit and driving integration platform, leveraging Intel's chiplet architecture [4][5] - The demand for automotive chips is projected to increase significantly, with traditional fuel vehicles requiring approximately 600-700 chips, electric vehicles needing around 1600, and advanced smart vehicles potentially requiring up to 3000 chips [4] Market Trends and Competitors - Other global automotive giants, such as Porsche, are also enhancing their presence in the Chinese market, with Porsche announcing the completion of a strategic upgrade for its R&D center in Shanghai [5] - Unity China is actively developing in-car gaming ecosystems and has established partnerships with numerous automotive manufacturers, achieving over 85% market share in real-time 3D cockpit solutions [7][8] Future Outlook - Mobileye, a subsidiary of Intel, reported a revenue of $438 million in Q1 2025, marking an 83% year-on-year increase, driven by reduced inventory levels among primary customers [10] - The automotive technology landscape is evolving, with companies like Bosch and Aptiv also increasing their investments in the Chinese market, indicating a shift towards local supply chains and solutions [11][12]