传媒行业游戏出海系列报告：深耕特色品类与本地化运营玩法与IP内核持续精进-211220（32页）.pdf

1、 棺淨 IP 2021 12 20 / 淨 SLGMOBA SLG 棻 IP 1淨漼飬IP 淨23淨淨 PC 淨4 IPIP飬IP IP IP 飺2021 180.13 16.59% 2020 6%/棬 A顢硢 棺/ 2 1. . 4 1.1. . 4 1.2. . 5 2. . 8 2.1. . 8 2.2. . 10 2.3. . 13 2.4. . 16 2.5. MMORPG . 19 2.6. . 20 3. 淨 IP . 23 3.1. 淨漼 . 23 3.2. . 25 3.3. 淨 . 27 3.4. IP . 28 4. . 31 5. . 32 1 . 4 2. 5 3.

2、6 42021 . 6 5. 6 62021H1 TOP2000 . 7 72021H1 . 7 8TOP 10 . 7 9TOP 100 . 7 102021 100 . 8 112021H1 . 8 122021 . 8 132020 . 8 14 . 9 15. 9 16豸 . 10 17 . 11 18 . 11 192021Q3 TOP10 . 11 202021Q3 TOP20 . 11 21ROBLOX DAU . 13 oPqOnPoQnRxPtRtPrQtPqN8OcMbRoMrRpNpNkPrRoPkPoOqMbRqRrQvPpOvNwMpNoQ 棺/ 3 22ROBLOX

3、 ABPDAU . 13 23 . 15 24 . 15 25 . 15 262019-2022 . 15 272021922 APP STORE TOP100 . 16 282020Q2 . 16 29TOP100 . 16 30 . 18 31 . 18 32TOP100 . 19 332020Q2 . 19 342021Q3TOP10 . 20 352021Q3 TOP20 . 20 362020Q2 . 21 372017Q1-2019Q1 . 21 382021H1 GOOGLE PLAY . 22 392018-21 . 22 402020Q2 . 22 412021926APP

4、STORETOP100 . 22 43 . 24 44 . 25 45IOSCPICVR . 25 46 . 25 47 . 26 482020 . 27 49 . 27 50 . 27 51 . 27 52 APP STORE . 28 53IP . 28 54IP . 29 552020IP TOP10 . 29 562020TOP100IP . 29 572020TOP100IP . 29 58IP . 30 58 . 31 1SLG . 12 2 . 13 3 . 17 4 . 23 5IP . 29 棺/ 4 1. 1.1. 20122012-20152015-20182018 1

5、Arena of Valor廯 棺/ 5 棬30%App StoreGoogle Play70%50%-60%棬桢GoogleFacebook 2 1.2. App Annie 鱬10202117 50 40%15%2021 810 100 7 1 2019 25%豸棬202112003.1 棺/ 6 3 42021 AppAnnie AppAnnie&IDC 1档鱬App StoreGoogle Play39%罻2020 1083 202516839.2% 5 0123456780.00.51.01.52.018.1 18.3 18.5 18.7 18.9 18.11 19.1 19.3 1

6、9.5 19.7 19.919.11 20.1 20.3 20.5 20.7 20.9 20.11 21.1 21.3 21.5 21.7 0204060801001201402014 2015 2016 2017 2018 2019 2020 2021F PC&MAC 0501001502002502015 2016 2017 2018 2019 2020E 2021E 2022E 2023E 2024E 2025E 棺/ 7 2仯2021 Top2000 23.4% 3.6pct18.8%17.6%7.7%0.3pct-3.7 pct-0.6 pctSensor Tower2021App