Recently, the mobile game market insight under the concept of meta universe (hereinafter referred to as the "report") released by the game industry analysis agency sensor tower shows that in the first half of 2022, the total revenue of meta universe applications was 650 million US dollars, of which game application revenue accounted for 94%.
"The concept of meta universe is not limited to the field of games, and the original virtual content of games is naturally easy to associate with the meta universe." Ding Daoshi, a self media person, told the China Business Daily that the game industry is becoming a breakthrough for the development of the meta universe.
This development trend is also in line with the market's judgment of the meta universe. Now, with the continuous development of the meta universe industry, China, the United States and other major economies in the world have increased their layout in this field.
Games become a breakthrough in development
2020 is a year of high-speed development for metaverse. In that year, the number of global meta universe applications downloaded exceeded 200 million, with an increase rate of 43.5%; By 2021, the data had increased by 71.7% year-on-year and reached 350 million times.
The growth of downloads also drove the year-on-year growth of the revenue of the meta universe industry. In 2020, the total revenue of global metaverse applications exceeded 1.26 billion US dollars, an increase of more than 112% over 2019. It reached an all-time peak of $1.51 billion in 2021.
According to the report, during the first half of 2022, global metaverse applications have been downloaded 170 million times, of which game applications have been downloaded 110 million times, accounting for 67.3%. During the first half of 2022, the revenue of metaverse applications was 650 million US dollars, of which the revenue of game applications accounted for 94%.
Ding Daoshi said: "the concept of the meta universe is not limited to the field of games, and the original virtual content of games is naturally easy to connect with the meta universe. The game industry is becoming a breakthrough in the development of the meta universe. At present, in the early stage of the development of the meta universe, games account for the majority of the share, output value and investment, which is beyond doubt."
International Data Corporation (IDC) predicts that games, as an early carrier of the meta universe, are expected to continue to strengthen online and offline linkage in games in 2022. Game companies related to the concept of metauniverse are expected to launch more game content that combines online game operations with offline real scenes in 2022, and the linkage between virtual and reality is enhanced.
Now, the content of metaverse virtual social networking is helping it to open up quickly. The report pointed out that in the first half of 2022, 87% of the downloads of metauniverse mobile games came from the simulation category, of which the sandbox game market share was as high as 97%. The download volume of metauniverse games in the life entertainment category accounts for 5%, and it is mainly based on the user-defined play of characters with high flexibility. Some chess and card games are associated with NFT technology, which uses slot machine play combined with bitcoin revenue as a publicity point, contributing 1% of the download share.
Driven by the concept of meta universe, meta's social and game sectors have developed in an all-round way. The reporter noted that in July 2021, meta announced that it would transform into a meta universe company within five years, and then carried out multi-point layout around the meta universe field, thus transforming into an emerging computing platform based on virtual reality.
According to the report released by China Galaxy Securities Research Institute, VR (virtual reality) games, as a relatively convenient way for people to understand and contact the meta universe, are valued by meta. The company has promoted the development of the content side by acquiring VR game providers readyatdawn, downpour interactive, BigBox, etc. In the meta quest 2022 game exhibition, meta exhibited a total of 20 games, of which the VR music game beatsaber has brought the company more than $100 million.
At the same time, with the popularity of the concept of meta universe, consumers have shown more interest in the meta universe. The epidemic has made users put forward higher demands for online office and online social networking, and at the same time, their willingness to digital consumption has also increased. The immersive experience brought by the concept of meta universe fits the actual needs of users very well.
Increase the size and layout in multiple places to seize the market
The above "report" shows that among the metaverse games, roblox's download volume and revenue in the United States, its largest market, have increased significantly. And its influence in the Asian (especially Southeast Asian) market has gradually increased. During the first half of 2022, roblox ranked first in the meta universe concept game download list and best seller list in the United States, South Korea, Japan and Southeast Asia. It is worth mentioning that its user expenditure worldwide accounts for 70% of the total expenditure of the whole metaverse game users.
As meta, Microsoft, NVIDIA and other companies have successively deployed in the field of meta universe, the US market has become the region with the highest acceptance of the concept of meta universe. The report mentioned that the overall download volume of metauniverse games in the US market has been leading the world since 2019. During the first half of 2022, the download volume of metauniverse games in the US market was nearly 14 million times, 2.5 million times higher than that of Brazil, the second place. The U.S. market is also the main source of revenue for metaverse games. In the first half of 2022, it received nearly $300 million in revenue, with a market share of more than 48%.
The report of China Galaxy Securities Research Institute shows that American Internet enterprises rely on underlying technologies to expand the meta universe path with internet platforms. Thanks to the United States taking the lead in introducing the concept of meta universe and encouraging investment and active regulation, the loose regulatory environment has stimulated the prosperity of blockchain and digital currency. At the same time, after years of technology accumulation and layout, overseas Internet enterprises have formed certain technical barriers in the underlying hard technologies of the meta universe, such as cloud computing, artificial intelligence, AR / VR / MR, and have maintained a leading position in the construction of the global meta universe industry.
In addition, the report points out that apart from the United States and Brazil, the popularity of metaverse games in Asia has also increased rapidly, including Vietnam, Indonesia, India and other countries. The number of downloads in the same period has exceeded 5 million, which is expected to become the next growth outlet. In the Asian market, the performance of South Korea is the most brilliant, which is mainly due to the strong social attributes of metauniverse games and the high compatibility of South Korean players.
At present, China is also vigorously supporting the development of metaverse related industries. According to the 14th five year plan for the development of digital economy, by 2025, the digital economy will move towards a period of comprehensive expansion, with the added value of the core industries of the digital economy accounting for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, the integration of digital technology and the real economy will achieve remarkable results, the digital economy governance system will be further improved, and the competitiveness and influence of China's digital economy will steadily increase.
Ding Daoshi mentioned: "metauniverse includes many technologies or products such as artificial intelligence, big data, Internet of things, blockchain, 3D engine, communication technology, VR / AR technology equipment, etc., involving many institutions and enterprises upstream and downstream of the industrial chain."
In contrast, China's development in the meta universe also has its own technical and market advantages. The report of Galaxy Securities Research Institute pointed out that since the rise of the concept of meta universe in the United States, Tencent, bytecan, Ali and other giants have integrated their business advantages and rapidly deployed. On the whole, China is still following and catching up in the underlying technology, but thanks to its strong infrastructure capacity, population scale advantage and big data behind it, it is expected to have great potential.
At present, many developed countries in China really support the development of the meta universe industry.
On July 8, Shanghai released the action plan of Shanghai for cultivating a "meta universe" new track (2022-2025), which supports the use of cloud rendering, artificial intelligence, blockchain and other technologies to develop and produce programmable and redeveloped game products; Focus on cultivating a number of original metagames with strong brand appeal and international competitiveness.
In addition, Beijing, Hangzhou, Wuhan and other places have issued policies related to the meta universe and the digital economy to promote the development of relevant industries.
Driven by the policy, enterprises also began to accelerate their layout.
Among them, the metaverse related enterprises that have been invested or acquired by Sanqi mutual entertainment include archiact, waveoptics, raxim, digilens, chenjing technology and yingmu technology.
In addition, Kaiser cultural personages told reporters that Kaiser culture has made some investment and layout in VR field in the past few years. After the rise of metauniverse concept in 2021, the company integrated AI, VR, cloud computing and other technologies, so that they no longer exist in isolation, and also led to the development of VR games. The person said that Caesar culture has set up a special team to explore this field, which can be regarded as a forward-looking layout.
On the other hand, because metaverse is in the early stage of development, some enterprises still take a wait-and-see attitude. A person from a game company told the reporter: "the development momentum of the concept of metaverse is predictable, but the current main direction in the game field is still mobile games, and there is still a lot of uncertainty about where the development direction of metaverse games will go."
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