2021-2022中国云游戏市场趋势洞察报告.pdf

2021-2022中国云游戏市场趋势洞察报告 5 5G 6 9 17 21 27 29 31 2020 2020 1,750 PC Microsoft Flight Simulator 100 2020 5 6.5 1080 x 2400 MediaTek MT6853V 5G 4/6GB RAM RMB 1,299+ 5G 5G 5G / 5G 2020 2021 5G 5G 5G 2020 9 60 2021 60 5G 5G 2020 5G 1.136 6,480 258% 290% 90 / 60 / OPPO Vivo 4G 5G 6.6 720 x 1600 MediaTek MT6853 5G 4/6GB RAM RMB 1,499+ 6.53 1080 x 2340 Samsung Exynos 880 5G 6GB RAM RMB 1,698 6.57 1080 x 2400 Qualcomm Snapdragon 765G 6/8GB RAM RMB 1,999+ 2021 3 31 5% 16% 30% 43% 95% 84% 70% 57% 2020 2021F 2022F 2023F 5G 5G 5G CAGR） 2020-2023 2020年，全球 或 台活跃智能手机支 持 5G。到 2023年，该份 额将增长到 。 & 5G | | 2020-2023 Newzoo | 10% 34% 56% 75% 90% 66% 44% 25% 2020 2021F 2022F 2023F 5G 5G 5G 5G 5G & 5G | | 2020-2023 2023 2023 Newzoo 2021 Newzoo | | 2020 440 PC | 2019 1 2020 12 46.7% 10.6% 2019年 1月 2019年 3月 2019年 6月 2019年 12月 2020年 6月 2020年 12月 2020年 3月 2019年 9月 2020年 9月 4GB RAM 4 CPU 2018 B2B YouTube Twitch PK / PC TapTap 2021 1 PaaS RPG 3A PC 28 RPG RPG ARPG Xbox Game Pass Ultimate EA Play Stadia Luna Ubisoft+ PC B2B B2C 1 2 Xbox RTX EA Play Xbox Game Pass Ultimate Ubisoft+ Stadia Luna 1 2 3 4 PC 13 14 PC 13 14 2019 11 Project xCloud 2020 9 15 xCloud Phil Spencer xCloud xCloud Xbox Game Pass Ultimate EA Azure Xbox Game Pass Ultimate 100 PC/ 2020 9 15 $14.99/ iOS PC 26 Xbox Game Pass Ultimate xCloud Stadia Google Play Stadia 2019 Stadia Stadia 2021 2 Stadia Stadia B2C Stadia 100 400 Bungie 2 CD Projekt 2077 Ubisoft+ Stadia 2019 11 19 Pro $9.99/ iOS TV PC Mac 22 YouTube RTX GeForce NOW 800 2021 3 18 Founders GPU 2020 GeForce NOW GFN RTX GeForce NOW GFN Safari GeForce NOW GFN 70 2020 2 4 2015 Priority $9.99/ $99.99/12 iOS TV PC Mac NVIDIA SHIELD Chromebook 70 Founders RTX Luna Luna Fire TV App Store Luna Luna Ubisoft+ Stadia Luna Luna PlayStation 4 Xbox One Luna Luna Twitch Luna Twitch Beta Luna Luna 70 Luna Ubisoft+ 100 Remedy Entertainment Control 4A Games Metro Exodus 2020 10 20 $5.99/ $14.99/ Luna Ubisoft+ iOS FireTV PC Mac Twitch 2019 2 PC TV 2020 4 TV PC PC TV 2019 2 MWC + TV TV / / Q QQ 2020 5G App PC TV CODM 2019 3 TV PC Mac TV START PC/ START TCL START App START NBA2KOL2 14 65% PC 35% VR 2019 6 25 39.9 29.9 20 79 60 289 240 5 / 15.9 /5 PC TV VR 2019 2020 4 2020 8 2020 5 VR 6-DoF VR Multiverse VR YOWA PC 30% PC 70% YOWA 2020 11 10 Steam iOS PC PC/ YOWA 2020 6 11 YOWA Steam YOWA YOWA 2020 1.78 YOWA 4K+60 +20M YOWA PaaS 2019 7 GPU 2020 3 2020 7 2020 9 2019 7 X86 Arm B2B $279M $539M $880M$562M $1,249M $2,455M $4,255M 2020 2021F 2022F 2023F 2020 2023 CAGR）， 2020 2023 CAGR 2023 2020 2023 | & | 2020-2023 $5.62 $12.49 $24.55 42.55 $0.68 $2.7 5.3 $8.80 Newzoo | 2021 3 * | 2021 36.8% 34.2% 15.4% 4.6% 3.4%5.6% 中国云游戏可获得 服务市场 2021年 2021 * Newzoo | 2021 3 Newzoo Gamer Segmentation 1 AMD GPU GPU vGPU GPU 6 Akamai SuperCloud CDN 2 3 4 5 ROI 30% 5G 2019 80% 2019 IETF 3GPP IEEE 802.11 Wi-Fi W3C ITU 2017 5G 5G 5G 5G 5G 0 50 100 150 200 250 300 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 | 2008年 2020 2020 2019 | 2016 6 2020 3 21.6% 22.0% 9.7% 8.6% 9.4% 8.2% 9.6% 1.5% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% 100.0% 0.0 50.0 100.0 150.0 200.0 250.0 300.0 2016 6 2016 12 2017 6 2017 12 2018 6 2018 12 2019 6 2020 3 CNNIC 2020 3 2.87 21 22 CNNIC Minecraft Dungeons 20 Xbox Game Pass Ultimate PC Luna GeForce NOW PC Stadia Xbox Game Pass 1,500 MMO EVE Online CCP Games Hadean EVE EVE Aether Wars Hadean Aether Engine Azure PlayFab 2018 PVP 6,142 Hadean CCP Games metaverse 5G 2020 2023 CAGR 101% 谢谢观看