USA & China Battle for #1 Top Games Market

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1 USA & Battle for #1 Top Games Market GAMES SECTOR REPORT 2015 元 元 CGA.

2 Races Ahead as Local Publishers Prevail US Loses its Crown in 2015 In 2013, overtook Japan to become the second largest games market in the world behind the US. Just two years later, will overtake the US and boast almost double the revenues of Japan. Game US vs. US & will take 50% of the Global Games Market in 1 2 The Top 10 Countries by Game 2014 vs US revenues $21.3Bn $18.0Bn 1 2 US revenues $32.8Bn $24.0Bn By 2016, the Chinese market will have already grown to $26.2Bn, far ahead of the $22.6Bn US market. This growth shows no signs of slowing down and will propel the Chinese market to over $30.0Bn by. While the Chinese market presents opportunities for Western developers, the current ecosystem ensures the majority of game revenues will continue to come from the local players and native games. Western developers will share indirectly in the spoils of this growth as Chinese companies such as Tencent look to Western developers for investment opportunities. 3 Japan $12.0Bn 3 Japan $12.6Bn Growth KPIS 2015 US vs. 4 South Korea $3.8Bn 4 South Korea $4.3Bn United States 5 Germany $3.6Bn 5 Germany $3.9Bn 1,401,587, ,128,000 6 UK $3.5Bn 6 UK $3.7Bn Internet 740,038, ,511,000 7 France $2.4Bn 7 France $2.6Bn Players 446,284, ,896,000 8 Canada $1.8Bn 8 Brazil $2.1Bn Payers 156,976, ,955,000 9 Spain $1.5Bn 9 Canada $1.9Bn Total Revenue $22,193,562,000 $22,007,854, Italy $1.5Bn 10 Mexico $1.8Bn GDP Per Capita ($) $11,587 $57,080 CASUAL GAMES ASSOCIATION 3

3 Console Still Dominates in the US Mobile Drives Growth in US Games Market Per Segment & Screen 2015 Games Market Per Segment & Screen 2015 In 2015, the US games market is expected to generate revenues of $22.0 billion, representing a year-on-year growth of +3.5%. This will make the US the second largest games market in the world behind. The share of digital revenues will reach 72%, or $15.8 billion. The Entertainment Screen (TV/Console, VR) continues to prevail in the US this year, generating $9.9 billion, or 45% of the market. Snapshot of the Future Key Facts Online Gamers 300.2M 195.4M In 2015, will move ahead of the US to become the world s largest games market with expected revenues of $22.2 billion. This represents a year-on-year growth of +23.0%. is expected to reach $21.4 billion in digital sales, or 97% of total revenues. The Chinese games market is dominated by the Computer Screen (PC/MAC), which will generate $15.2 billion this year, or 68% of total revenues. Snapshot of the Future Key Facts Online Gamers 900.2M 597.4M Despite common misconceptions that the US mobile games market is saturated, mobile segments will continue to see healthy growth; smartphone games and tablet games in will see year-on-year growths of +13.4% and +17.8% respectively to generate a total of $6.0 billion, or 27% of total revenues. Overall, the US games market will grow with a CAGR (2014-) of +3.1% to reach $24.1 billion in. Share Mobile CAGR $24.0Bn 31% +3.1% Mobile segments will continue to grow with huge impact; tablet games will see a year-on-year growth of +39.0%, while smartphone games will jump and astounding +50.0%. Together, they will total $6.5 billion (or 29% of total revenues), making it the number one mobile games market in the world in Most impressively, local Android app stores in alone will generate revenues of $3.6 billion in 2015, or 12% of the global mobile games market. 4 CASUAL GAMES ASSOCIATION 5 Share Mobile CAGR $32.8Bn 34% +16.1%

4 The Gamers Mobile: A Different Battleground Of all American mobile gamers, 4.8% can be classed as big spenders versus 2.6% in. The demographic makeup of this valuable target group is similar across the two countries with having a slightly higher share of females amongst the big spenders. Men aged make up almost half of the American big spenders on mobile. Cross-Platform Big Spending US & Age/Gender of Big Spenders on Mobile 5% Male US 9% Male Female US Female 48% 43% 22% 75% 12% 25% 5% 9% 22% 17% 3% 5% % 35% Source: Newzoo Data Explorer 2015 Top 5 Western Publishers by Android in 1. Supercell 2. Mojang 3. Raleigh 4. PopCap 5. Gameloft Source: Newzoo/TalkingData Mobile Games Market Monitor Western Games in the Top 100 ios Games Boom Beach #8 Clash of Clans #14 Heartstone #19 Dungeon Hunter 5 #36 Share of Top 100 Android Game in (May 2015) Simcity Build It #66 Asphalt 8 #69 Plant vs Zombies 2 #72 Hay Day #75 Top 5 Chinese Publishers by Android in 1. Tencent 2. NetEase 3. Yinhan Games 4. Happy Elements 5. idreamsky 11.1% 48.2% Hitman: Sniper #97 Iron Force #99 Empires & Allies #100 Three of the Top 20 ios games and Top 20 Android games in are Western: Clash of Clans and Boom Beach feature in both. The Top 20 grossing games take 74.2% of all revenue of the Top 100 games in and 61.3% in the US. This means ios revenues have less of a long tail compared to the US which, in principle, is bad news for developers. Android, because of its diverse ecosystem, has a significantly longer tail in both countries. Source: Newzoo Monthly ios Rankings 69% of mobile big spenders also spends big on console gaming 60% of mobile big spenders also spends big on PC gaming This year in, The mobile version of Fantasy Westward Journey, one of s biggest PC titles published by Netease, entered the grossing ranking at the #1 position. Top 100 Android Game Split by Genre 10% 10% 12% 8% 19% 21% 19% of revenues of the Top 100 Android games are generated by RPG Games 20% Casual Cards Roleplay Action Casual (Parkour) Strategy Shooting Of the top 20 grossing ios games in the US in June, seven were social casino titles with the highest ranking title (Big Fish Casino) at number six. This means social casino titles account for 25.4% of the revenues of the Top 20 games. This genre does not perform so well in where most casino style games are banned. The Chinese market is unique in the popularity and success of RPG mobile titles. Social Casino Games Generate 25% of Top 20 ios Game in US Source: Newzoo Monthly ios Rankings 6 Source: Newzoo Data Explorer 2015 Source: Newzoo/TalkingData Mobile Games Market Monitor CASUAL GAMES ASSOCIATION 7

5 See you in Tel Aviv The innovation and investment capital of the world invites you to find your next big thing. Find out what is possible when the industry leaders are in your corner. Great speakers, interesting and professional industry insiders, and of course, signature evening events. For press inquiries, please Learn more about the games industry with the best speakers, networking, lectures and data to help you succeed in a crowded market at: Casual Connect Tel Aviv October 2015 Casual Connect Europe February 2016 Casual Connect Asia May 2016 Casual Connect USA July 2016 Casual Connect Tel Aviv October 19-21, 2015 About Newzoo Newzoo is an innovative global market research and predictive analytics firm with a primary focus on games. Newzoo provides its clients with a mix of market trends, financial analysis, revenue projections, consumer insights, data modelling solutions and predictive analytics services across all continents, screens and business models and works for the majority of top 25 public companies by game revenue. ABOUT THE CASUAL GAMES ASSOCIATION When it comes to the health of your business, the more things that work together, the better. Which is why the Casual Games Association is a critical portion of the success of your company and the industry as a whole. It means that you and your team have access to cutting edge educational resources and are connected to thousands of other game industry professionals, members of the press and service providers around the globe. Learn more at CGA.