Chinese Mobile Gaming Industry Matrix - Q3 2015

China's mobile gaming market - including both single-player and mobile online games – continued to slow in the first half of 2015, owing to the gradual slowdown of smartphone shipments and heavier market saturation. Total H1 2015 mobile gaming revenues reached approximately RMB 20.43 bln (USD 3.30 bln), up approximately 25% HoH and 73% YoY, while the user base expanded to 491 mln, up roughly 4% HoH and 10% YoY.

As revenue and user growth in China's domestic mobile gaming market transitioned from high to stable growth, the country's major mobile gaming firms continued to accelerate overseas expansion initiatives. At least two of China's top mobile game publishers announced investments in U.S. and Australian mobile gaming firms in Q3 2015, and a third saw its South Korean gaming subsidiary list on Korea's KONEX stock market.

While China's mobile gaming firms increasingly looked to foreign markets for expansion of their operations, many sought a return to China's capital markets in Q3, attracted by higher valuations on domestic stock exchanges. During the quarter, two NASDAQ-listed Chinese mobile game publishers privatized, a third announced the receipt of a similar privatization proposal, and another NASDAQ-listed Chinese mobile technology firm sold its leading mobile gaming subsidiary to a major Chinese state-owned enterprise. In Q3, a number of other mobile gaming firms also opted to list shares on China's National Equities Exchange and Quotations (NEEQ) OTC-style agency share transfer system, as doing so now allows them to apply directly to the Shenzhen and Shanghai stock exchanges for listing, without seeking regulatory approval.

Investor interest in domestic mobile gaming assets remained strong, with at least 16 domestic mobile gaming M&A or venture financing deals announced in Q3 2015. As cross-media strategies leveraging popular intellectual properties for adaptation into games, movies, TV series, online literature, and other media continued to gain in popularity, an increasing number of the acquirers in these deals were from the film and TV production industry.

To help investors and game industry enterprises identify opportunities among China's mushrooming number of mobile game titles, developers, operators, and distribution channels, Marbridge has developed the Chinese Mobile Gaming Industry Matrix. The Q3 2015 edition of the Matrix provides details on over 350 leading mobile game companies and over 945 of the top games in Excel (read-only) format:

  • Listing Status (public, to list, private)
  • Location (city in which operator/developer is headquartered)
  • Company Homepage URL
  • Company Contact Phone Number
  • Experience in Overseas Game Publishing (specific examples available for ~9% of companies)
  • Games Operated/Developed (with top grossing games highlighted)
  • Game Environment (Android, iOS, WP)
  • Game Type
  • Game Dates (expected release, beta test, commercial launch)
  • Game Source (self-developed vs. licensed)
  • Revenue Model (pay-to-play vs. in-game items)
  • Game Operation Statistics (DAU, monthly revenue, cumulative downloads - as available)
  • Game Homepage URL

The Chinese Mobile Gaming Industry Matrix also provides data on China's top 35 mobile app/game distribution platforms, including:

  • Platform Operator Name
  • Investment Received (available for ~35% of platforms)
  • Number of Apps Hosted (available for ~35% of platforms; dates vary)
  • User Base (available for ~70% of platforms; dates vary)
  • Cumulative or Daily App Downloads (available for ~45% of platforms; dates vary)
  • Revenue Share Ratio with Developers (available for ~65% of platforms)
  • Business Model (available for ~25% of platforms)

In addition, the matrix provides a Q3 2015 summary of Chinese mobile gaming industry news covering:

  • M&A and Internal Investment Deals (29 items)
  • Partnerships (12 items)

The Chinese Mobile Gaming Industry Matrix is available either for one-off purchase or on a subscription basis with quarterly updates.

BASE PRICE: US$2,400

6-month and 1-year subscriptions with quarterly updates (one update and three updates, respectively, each 3 months apart) are available for US$3,150 and US$3,970, respectively. To purchase the current edition or a 6-month or 1-year subscription to Marbridge's Chinese Mobile Gaming Industry Matrix, please enter your details below and we will contact you within one business day with ordering information.

For more detailed inquires, you can also contact us via email at salesteam@marbridgeconsulting.com.