portable gaming spotlight, 2q13 august 2013 · 쿠키런 (cookie run) for kakao devsisters, south...
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Portable Gaming Spotlight, 2Q13 August 2013
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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13
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Worldwide Smartphone Installed Base Shares, 1Q13 & 2Q13
0%
25%
50%
75%
Android iOS Symbian All Others
1Q13
2Q13
+1.6 pts -‐2.0 pts +0.1 pts +0.4 pts
• Android extended its lead by 1.6 share points • BlackBerry & Windows-based devices comprised most of “All Others” • The smartphone installed base grew to nearly 1.25B in 2Q13 • The consumer tablet installed base topped 180MM in 2Q13
Source: IDC, 2013
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0
2
4
6
8
10
12
Nintendo 3DS Sony PlayStaEon Portable & Vita
Nintendo DS/DSi
Millions (U
nits) 1Q13 2Q13
• Hardware platforms
span all SKUs * This slide now reports combined
packaged game shipments & digitally-purchased copies of these same games (titles that only receive digital distribution
are excluded).
Worldwide Gaming-‐OpBmized Handheld Packaged Game Shipments & Digital Full Game Sales Volume, 1Q13 & 2Q13*
• Overall, card/disc shipments were roughly flat compared to 1Q13 • The gaming-optimized handheld installed base was ~200MM in 2Q13 • Digital sales advanced incrementally
Source: IDC, 2013
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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13
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• Games continued to lead app store growth in 2Q13 • Games represented ~40% of downloads in both app stores • Google Play spending was driven by games even more so than was iOS • Includes all applicable smartphones & tablets, plus iPod touch
Worldwide Share of iOS & Google Play Downloads & Consumer Spending AQributable To Games, 1Q13 & 2Q13
0%
25%
50%
75%
100%
iOS App Store Google Play
Games: Share of App Store Downloads
0%
25%
50%
75%
100%
iOS App Store Google Play
1Q13
2Q13
Games: Share of App Store Consumer Spending
Source: App Annie, 2013
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Worldwide Portable Game Consumer Spending, 1Q13 & 2Q13
0
50
100
150
iOS App Store Google Play Gaming-‐OpEmized Handhelds
Inde
xed Co
nsum
er
Spen
ding on Gam
es
(iOS 1Q
13 inde
xed to 100)
1Q13 2Q13 • Gaming-optimized
handheld revenue includes packaged & digital
• All ad revenue excluded
• Game spend on Google Play surpassed that of gaming-optimized handhelds in 2Q13
• Both iOS App Store and Google Play grew game sales from 1Q13 to 2Q13
Source: App Annie & IDC, 2013
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0%
25%
50%
75%
100%
1Q13 2Q13 1Q13 2Q13 1Q13 2Q13
North America
Western Europe
Asia-‐Pacific
Rest of World
+2.4 pts
+4.8 pts
iOS App Store Games
Google Play Games
Gaming-‐OpEmized Handhelds
+1.4 pts
Portable Game Consumer Spending Shares by Region, 1Q13 & 2Q13
• Asia-Pacific gained in share of consumer game spending on both Google Play and iOS App Store
• Western Europe rebounded in the gaming-optimized handheld category
Source: App Annie & IDC, 2013
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Rank iOS App Store Google Play Gaming-‐OpBmized Handhelds
1 Clash of Clans Supercell, Finland
Puzzle & Dragons GungHo Online, Japan
Tomodachi Collection: Shin Seikatsu (New Life)
N3DS; Nintendo, Japan
2 Puzzle & Dragons GungHo Online, Japan
Candy Crush Saga King, United Kingdom
Animal Crossing: New Leaf N3DS; Nintendo, Japan
3 Candy Crush Saga King, United Kingdom
윈드러너 (Windrunner) for Kakao
WeMade, South Korea
Luigi's Mansion: Dark Moon
N3DS; Nintendo, Japan
4 Hay Day Supercell, Finland
쿠키런 (Cookie Run) for Kakao
Devsisters, South Korea
Donkey Kong Country Returns 3D
N3DS; Nintendo, Japan
5 The SimpsonsTM:
Tapped Out Electronic Arts, United States
마구마구 (Fives) 2013 for Kakao
CJ E&M, South Korea
New Super Mario Bros. 2 N3DS; Nintendo, Japan
• = New entrant to Top 5 in 2Q13 (not in Top 5 for 1Q13)
Top 5 Grossing Portable Games Worldwide by PlaYorm, 2Q13
Source: App Annie & IDC, 2013
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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13
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• Google Play game spending surpassed that of gaming-‐opEmized handhelds in 2Q13
• Consumer spending on games for iOS App Store & Google Play combined rose to 4x that of gaming-‐opEmized handhelds
• Games represented over 40% of app downloads and over 70% of app revenue in both the iOS App Store and Google Play
• Google Play game revenue conEnued to come mostly from the Asia-‐Pacific, especially Japan & South Korea
• Gaming-‐opEmized handheld spending grew in Western Europe
• Nintendo 3DS conEnued to lead in gaming-‐opEmized handheld so\ware spending
Key Themes & Takeaways, 2Q13
@lewisAWard @AppAnnie