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Portable Gaming Report, 1Q13 May 2013

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Installed Base Trends 1Q13 Consumer Spending Deep Dive Key Themes & Takeaways, 1Q13
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Worldwide Smartphone Installed Base Shares, 4Q12 & 1Q13


75% +1.8 pts 50% +0.1 pts -2.3 pts +0.4 pts 4Q12 1Q13

25%

0% Android iOS Symbian All Others Android extended its lead by 1.8 share points BlackBerry & Windows-based devices comprised most of All Others The smartphone installed base grew to over 1.1B in 1Q13 The consumer tablet installed base topped 160MM in 1Q13

Worldwide Gaming-Op?mized Handheld Packaged Game Shipments, 4Q12 & 1Q13


25 20 Millions 15 10 5 -
Nintendo 3DS Sony PlayStaDon Nintendo DS/DSi Portable & Vita

4Q12

1Q13

Hardware platforms span all SKUs Software excludes all digital sales

Card/Disc shipments declined over 50%, primarily due to seasonality The shift towards 3DS, away from its predecessor DS/DSi, continued The gaming-optimized handheld installed base topped 200MM in 1Q13

Worldwide Share of iOS & Google Play Downloads & Consumer Spending ALributable To Games, 4Q12 & 1Q13
Games: Share of App Store Downloads 100% 80% 60% 40% 20% 0%
iOS App Store Google Play

Games: Share of App Store Consumer Spending 100% 80% 60% 40% 20% 0%
iOS App Store Google Play

4Q12 1Q13

Games continued to lead app store growth in 1Q13 Games represented ~40% of downloads in both app stores Google Play spending was driven by games even more so than in iOS Includes all applicable smartphones & tablets, plus iPod touch

Worldwide Portable Game Consumer Spending, 4Q12 & 1Q13


150 (iOS 4Q12 indexed to 100)

Indexed Consumer Spending on Games

4Q12 100 50 0

1Q13

Gaming-optimized handheld revenue includes packaged & digital All ad revenue excluded

iOS App Store

Google Play

Gaming-OpDmized Handhelds

Gaming-optimized handheld revenue declined significantly, primarily due to seasonality iOS games moved ahead of gaming-optimized handhelds into pole position Google Play will likely move ahead of gaming-optimized handhelds in 2Q13

Portable Game Consumer Spending Shares by Region, 4Q12 & 1Q13


100% 75% 50% 25% 0%
4Q12 1Q13

North America Western Europe +10.5 pts Asia-Pacic Rest of World


4Q12 1Q13 Google Play Games 4Q12 1Q13 Gaming-OpDmized Handhelds

+11.6 pts

iOS App Store Games

Asia-Pacific gained in share of consumer spending for both Google Play games and gaming-optimized handhelds

Top 5 Grossing Portable Games Worldwide by PlaYorm, 1Q13


Rank
1

iOS App Store


Puzzle & Dragons GungHo Online, Japan Clash of Clans Supercell, Finland Candy Crush Saga King, United Kingdom Hay Day Supercell, Finland The SimpsonsTM: Tapped Out Electronic Arts, United States

Google Play
Puzzle & Dragons GungHo Online, Japan (Everybody Cha Cha Cha) for Kakao CJ E&M, South Korea (Windrunner) for Kakao WeMade, South Korea Candy Crush Saga King, United Kingdom (Million Arthur) Actoz Soft, South Korea

Gaming-Op?mized Handhelds
Animal Crossing: New Leaf N3DS; Nintendo, Japan Luigi's Mansion: Dark Moon N3DS; Nintendo, Japan New Super Mario Bros. 2 N3DS; Nintendo, Japan Mario Kart 7 N3DS; Nintendo, Japan Pokmon Black / White Version 2 NDS; Game Freak, Japan

= New entrant to Top 5 in 1Q13 (not in Top 5 for 4Q12)

Key Themes & Takeaways, 1Q13


Consumer spending on games for iOS App Store and Google Play was close to 3x that for gaming-opDmized handhelds in 1Q13 Game spend for gaming-opDmized handhelds declined signicantly from 4Q12 to 1Q13, mainly due to seasonality Games conDnued to grow its share of downloads and consumer spending in both iOS App Store and Google Play Consumer spending on games strengthened in Asia-Pacic on Google Play and on gaming-opDmized handhelds, with Japan & South Korea leading the way on Google Play Google Play consumer game spending appears poised to move ahead of that for gaming-opDmized handhelds in 2Q13
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@lewisAWard @AppAnnie

lward@idc.com press@appannie.com

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