合作撤离类多人冒险游戏ARC Raiders发布至今已满两个 月，市场表现持续火热。该游戏目前已正式上线Steam、 Epic以及PS5和Xbox Series平台，覆盖主流PC与主机系 统。 根据平台公开数据，截至1月4日，ARC Raiders在Steam 平台的并发玩家峰值稳定在约46.6万人，接近此前创下 的48.1万历史最高纪录，显示出高达90%左右的玩家留 存水平。这一数据反映出游戏在发售后仍能有效维持用 户活跃度，长期吸引力较强。 相较之下，同期推出的其他同类作品则呈现明显下滑趋 势。例如，另一款热门射击游戏在发售初期峰值人数曾 达74.7万，但近期同时在线人数已回落至约11.8万，用户 流失幅度较大。相比之下，ARC Raiders在用户维系方面展现出更为稳健的表现。 合作撤离类多人冒险游戏ARC Raiders发布至今已满两个月，市场表现持续火热。该游戏目前已正式上 线Steam、Epic以及PS5和Xbox Series平台，覆盖主流PC与主机系统。 根据平台公开数据，截至1月4日，ARC Raiders在Steam平台的并发玩家峰值稳定在约46.6万人，接近此 前创下的48.1万历史最高 ...

Core Insights - The report from TrendForce indicates that the surge in memory prices is significantly increasing the costs of consumer electronics, leading to higher retail prices and impacting the consumer market [2][5] - TrendForce has revised its global shipment forecasts for smartphones, notebooks, and game consoles for 2026, reflecting a more pessimistic outlook due to rising costs [2][3] Smartphone Market - The revised year-over-year growth for smartphones in 2025 is now 1.6%, up from a previous estimate of 0.5%, while the forecast for 2026 has been adjusted to a decline of 2.0% from a previous growth of 0.1% [3] Notebook Market - For notebooks, the year-over-year growth for 2025 is revised to 3.6% from 3.5%, but the 2026 forecast has been downgraded to a decline of 2.4% from a previous growth of 1.7% [3] Game Console Market - The game console market is facing a significant downturn, with the 2026 shipment forecast revised to a decline of 4.4% from a previous estimate of a 3.5% decline [2][3] - The cost of memory modules is projected to account for 21-23% of the total cost of game consoles in 2026, severely compressing hardware margins and affecting pricing strategies [5][6] - Major players like Sony and Microsoft are expected to see memory costs exceed 35% of their bill of materials (BOM) cost, which may force them to abandon traditional price reduction strategies and potentially increase prices in certain regions [6] Market Dynamics - The traditional growth model for game console manufacturers is being challenged by rising memory costs, which could lead to stagnation in global game console penetration if supply and demand do not improve [7] - Historical precedents show that supply chain issues, such as semiconductor shortages, have previously impacted console production and sales forecasts [7]

Group 1 - Microtransactions have become deeply embedded in gaming culture, with 58% of PC game revenue coming from in-game purchases last year [1] - Despite strong consumer interest, many creators oppose the use of microtransaction mechanisms in games, yet data from the Entertainment Software Association (ESA) indicates that in-game purchases are here to stay in the short term [1] - During the Christmas season, 43% of children in the U.S. asked their parents for in-game currency, and 60% of surveyed children plan to purchase game-related products, with nearly half of their spending directly or indirectly involving in-game currency or microtransactions [1] Group 2 - The demand for physical games remains strong, with 37% of surveyed children expressing a desire for physical game discs or cartridges [1] - Game consoles are among the top three items on children's Christmas wish lists, with over 25% of surveyed children indicating an intention to purchase console devices [1] - ESA's survey of adults revealed that nearly one-third (33%) of parents plan to buy gaming products for their children this Christmas, including console devices and in-game currency [2] - The strong public demand for video games is expected to significantly boost sales of PlayStation 5 and Xbox Series consoles during the holiday season [2] - The gaming industry is anticipated to reach unprecedented revenue peaks with the scheduled release of "GTA 6" during next year's holiday season [2]