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Hardware & Esports at the Core of
1. The mobile gaming 4 opportunity 2. Immersion and competition are key 9 trends 3. Hardware facilitates 20 and drives mobile trends
Fast-rising hardware capabilities facilitate new game formats
COMPETITIVE FREE-TO-PLAY Competitive mobile games and mobile esports
MULTIPLAYER GAMES AS A SERVICE continue to rise in popularity, taking an increasing
share of gamers’ time and money. With new cross-
IMPROVED platform innovations, mobile gamers now have the
possibility to play and compete directly with PC and
IMMERSIVE HARDWARE
console gamers. At the same time, mobile games
SINGLE PLAYER SPECIFICATIONS have become more immersive, offering realistic and
engrossing game environments and experiences. The
convergence of these two trends, made possible by
fast-rising hardware capabilities, has paved the way
MAXIMUM for new game genres such as battle royale to emerge
and thrive.
GAMING
EXPERIENCE
In this report, we explore the mobile gaming
opportunity and how the desire for increasingly core,
competitive, and sophisticated experiences on mobile
has led hardware brands such as Razer and Asus to
© 2018 NEWZOO
release dedicated mobile gaming devices.
PAY-TO-PLAY
GAMES AS A PRODUCT
MAXIMUM
VIEWING JELLE KOOISTRA
EXPERIENCE Head of Market Analysts
© Newzoo 2018 3
1. THE MOBILE GAMING OPPORTUNITY
Global games market revenue forecast | Per device and segment
MOBILE PC
$70.3Bn $32.9Bn
+25.5% YoY +1.6% YoY
10% 3%
24%
TABLET GAMES BROWSER PC GAMES
$13.9Bn 21% $4.3Bn Mobile games will
+13.1% YoY -13.9% YoY
account for
2018 TOTAL
(SMART)PHONE 51% $137.9Bn BOXED/
DOWNLOADED
GAMES PC GAMES
+13.3% of the global
$56.4Bn 41% YoY $28.6Bn games market this year.
+29.0% YoY 25% +4.5% YoY
25%
CONSOLE
$34.6Bn
+4.1% YoY
© Newzoo 2018 Source: 2018 Global Games Market Report newzoo.com/globalgamesreport 5
Global games market revenue forecast | Per segment toward 2021
TOTAL MARKET Boxed/Downloaded PC Browser PC Console Tablet Smartphone
CAGR 2017-2021 $180.1Bn
$165.9Bn
$151.9Bn 18%
$137.9Bn 19% 1%
Mobile games alone
$121.7Bn 20% 2%
22%
will generate more than
21% 2%
22%
23% 3%
24% 10%
4% MOBILE
25% 10% MOBILE
$106.4 in revenues by 2021.
27% 10% MOBILE $94.2 Bn
10% MOBILE $82.3 Bn
MOBILE $70.3 Bn
10% $56.0 Bn 49%
Bn 47%
44%
41%
36%
2017 2018 2019 2020 2021
Source: 2018 Global Games Market Report
© Newzoo 2018 newzoo.com/globalgamesreport 6
Number of mobile gamers per sub region | Global
NUMBER OF MOBILE GAMERS % OF THE TOTAL
PER REGION | 2018 POPULATION
China 577.9M 41%
Middle East & Africa 346.4M 20%
Rest Asia 303.6M 17%
Latin America 195.8M 30% In 2018,
Western Europe 166.0M 41%
North America 165.6M 46% of the total population
in the West will play
Southeast Asia 158.8M 24%
mobile games.
Eastern Europe 142.5M 40%
Japan 59.3M mobile gamers 47%
globally
South Korea 23.7M 46%
Oceania 11.2M 27%
0M
M 100M 200M 300M 400M 500M 600M
Source: 2018 Global Games Market Report
© Newzoo 2018 newzoo.com/globalgamesreport 7
Global mobile games market revenue | Per region with year-on-year growth rates
EUROPE,
MIDDLE-EAST & AFRICA
CHINA TOTAL
$10.3Bn
+19.5% YoY
$23.0Bn
15%
In 2018, China and Japan
NORTH AMERICA ASIA-PACIFIC combined will account for
over
$13.0Bn 2018 TOTAL
$44.7Bn
19% $70.3Bn
+22.5% YoY +27.7% YoY
+25.5%
YoY of all consumer spend on
64% mobile games.
LATIN AMERICA 3%
$2.2Bn
JAPAN TOTAL
+29.4% YoY
$12.9Bn
Source: 2018 Global Games Market Report
© Newzoo 2018 newzoo.com/globalgamesreport 8
2. IMMERSION AND COMPETITION ARE KEY TRENDS
With new hit core and immersive PC games being quickly adapted for mobile
downloads of PUBG Mobile and Fortnite
Mobile occurred on iOS since their release
#1
downloaded iOS
globally, including PUBG: Exciting
Battlefield in China.
game* in June PUBG Mobile and Fortnite Mobile were
both launched in mid-March and were
immediately the most downloaded games
worldwide. The success of these mobile
adaptations of the two largest PC battle
royale titles has proven that today’s
mobile gamers are increasingly looking for
immersive and competitive gaming
experiences on their mobile devices.
#2
downloaded iOS
Epic Games has revolutionized the gaming
industry by making cross-play with PC,
game in June console, and mobile possible. We believe
that this will be a growing trend in the
industry in the coming years, with
publishers and hardware manufacturers
playing a key role in the development and
evolution of the process.
* Downloads of PUBG Mobile include downloads of PUBG: Exciting Battlefield in China.
Source: Mobile Metrics Tracker
© Newzoo 2018 newzoo.com/mobile-metrics-tracker 10Publishers are seeing huge success with immersive mobile titles
in revenues have been generated by Arena
of Valor (Honor of Kings in China) on iOS
since its release at the end of 2015. It has
been the top grossing mobile game in
China since November 2016.
of PC gamers play mobile games at least
once a week.*
There is a big opportunity to offer these
PC gamers portable versions of the same
core and immersive experiences that they
are accustomed to on PC. Lineage
Revolution, a mobile adaptation of PC
MMO Lineage 2, grossed $924 million in its
first 11 months of release.
* Source: Newzoo Games Consumer Insights from 28 countries/markets
© Newzoo 2018 www.newzoo.com/consumer-insights 11Mobile esports remains small but it is growing, especially in Asia
TOTAL
Total Revenues REVENUES
(Media Rights, Advertising, Sponsorship, By 2021, the esports
Merchandise & Tickets, Game Publisher Fees) +27.4% market will be worth
CAGR
Brand Investment Revenues 2016-2021
(Media Rights, Advertising, Sponsorship)
globally with the majority
$1650
MILLION of revenue coming from
TOTAL brand investments.
REVENUES
+38.2% $1385
TOTAL MILLION
REVENUES
YoY
+33.0% In 2018, there are
YoY $906
MILLION
$655 $694
MILLION
MILLION Esports Enthusiasts* across
the globe with 57% of them
$468 in APAC. There will be 264M
MILLION
©2018 Newzoo
globally by 2021.
2017 2018 2021
*People who watch esports content
more than once a month
Source: 2018 Global Esports Market Report
© Newzoo 2018 newzoo.com/esportsreport 12China is the world’s largest mobile market for gaming
TOP MOBILE ESPORT LEAGUES/TOURNAMENTS IN ASIA
MOBILE esports is more popular in the East than in the West,
especially in China, accelerated by the mobile-first culture of the
region. In Asia, mobile esports is expected to follow a similar
structure to that of PC, with the top mobile games being played and
large stadium events taking place with large viewership.
CASUAL mobile games hold a strong position in the esports
scene in Asia, while competitive genres dominate the Western market.
KING PRO BATTLE OF BALLS VAINGLORY WORLD TERMINTOR2
Giant Network’s Battle of Balls Professional League was the world’s LEAGUE PROFESSIONAL LEAGUE CHAMPIONSHIP SUPER LEAGUE
Tencent Giant Network Super Evil Megacorp NetEase
first casual mobile esports league and its 2017 Global Final will be the
first mobile esports event held in Shanghai’s Mercedes-Benz Arena,
the former exhibition hall of World Expo 2010.
TOP FRANCHISES IN ASIA
SOCIAL functions are largely adopted in mobile games in Asia,
creating strong bonds between gamers. In China, for example, all of
Tencent’s mobile games can be connected to either QQ or WeChat
where gamers can easily access the leaderboards and any updates of
the games they are playing via the embedded game centers. Gamers
can also play with/against their friends by using the social system. HONOR OF KINGS CROSSFIRE MOBILE BATTLE OF BALLS MONSTER STRIKE
Tencent Tencent Giant Network Mixi
© Newzoo 2018 13Tencent’s King Pro League is the world’s largest mobile esports league
KING PRO LEAGUE 2018 SPRING SPLIT FINALS people attended the King Pro League
(KPL) 2018 Split Finals in Shanghai on July
8.
Honor of Kings is by far Tencent’s most
successful mobile MOBA game. Launched
in November 2015, the game now has
more than 200 million users in China. King
Pro League, the largest Honor of Kings
league in China, was first introduced in
September 2016 and has grown into the
largest mobile esports league in China and
the world. The 2018 KPL Spring Split Final
attracted a live audience of more than
18,000 with a total prize pool of $1 million.
#1 Tencent is promoting the game and its
competitive space in the West by
mobile esports
league launching the Western adaptation Arena
worldwide of Valor and jointly organizing esports
events with large organizers such as
Dreamhack and ESL.
© Newzoo 2018 14Esports will be included in the Asian Games for the first time, as a demonstration sport The Asian Games, held every four years, is one of the largest multi-sport events in the world. The 2018 edition, to be held in Indonesia from August 18th to September 2nd, will include esports for the first time. The official titles being showcased at the games are League of Legends, Hearthstone, Starcraft, Pro Evolution Soccer and two mobile titles – Supercell’s Clash Royale and Arena of Valor from Tencent. While esports is still a demonstration sport at the 2018 Asian Games, it has been confirmed by the Olympic Council of Asia that 2022 will be an official medal event. ESPORTS AT THE OLYMPICS? In July 2018, the International Olympic Committee (IOC) and Global Association of International Sports Federations (GAISF) met in Lausanne to discuss the topic of esports at the Olympics. While no firm plans were made to officially integrate esports into the Olympics, the bodies announced that they will form an Esports Liaison Group to keep the conversation going. To date, the most significant recognition of esports by the International Olympic Committee has been the Intel Extreme Masters Pyeongchang, a StarCraft II tournament that was held prior to the 2018 Winter Olympics. © Newzoo 2018 15
The mobile esports scene lags behind that of PC and console
PC is still the dominant form of gaming entertainment in the West TWITCH VIEWERSHIP HOURS
and is expected to remain so for the coming years. While mobile has PC VS. MOBILE | NAM & EU | 2017
quickly grown into the biggest gaming screen worldwide, its esports
scene still lags behind that of PC and console.
Total Twitch viewership hours Total Twitch viewership hours
COMPETITIVE games are the core of mobile esports in the of all PC esports events in NAM of all mobile esports events in
West. Top mobile esports franchises in the West include Clash and EU combined, 2017 NAM and EU combined, 2017
Royale, Vainglory, and Summoners War, which fall into the genres of
multiplayer strategy, mobile MOBA, and MMO, respectively.
TOP WATCHED MOBILE FRACHISES ON TWITCH
MULTI-GAME events are catching the eye of big organizers and NAM & EU | 2017
investors in the West. In the East, a typical multi-game event involves
top mobile games of a single publisher. In the West, however, events
with games from different publishers are common. Amazon began
organizing Mobile Masters tournaments in 2017 in which various
Total Twitch viewership hours Total Twitch viewership hours
mobile games were played.
of Clash Royale events in NAM of Vainglory events in NAM and
and EU combined, 2017 EU combined, 2017
© Newzoo 2018 16Supercell is building up Clash Royale’s esports scene
CROWN CHAMPIONSHIP 2017 WORLD FINALS hours were watched in total on Twitch for
the Clash Royale Crown Championship
2017 World Finals on December 3, 2017 in
London.
Clash Royale is one of the most played
mobile games in the West. Supercell has
started developing the game’s esports
scene with several initiatives including the
Crown Championship, Clash Royale’s top-
level esports event. The game is now the
#1 mobile esports title in the West by
viewership hours on Twitch and YouTube
Gaming. In 2017, all Clash Royale esports
content generated a total of 1.3 million
viewership hours.
#1 Although the game is popular to play and
mobile esports
watch in the West, its esports scene has
title in the West
not been able to compete with top PC
games. It will be interesting to see if Clash
Royale can attract the same number of
esports viewers as it does players.
Source: Newzoo’s Game Streaming Tracker
© Newzoo 2018 www.newzoo.com/game-streaming-tracker 17Esports is at the pinnacle of competitive gaming but there a lot of layers beneath it
PROFESSIONAL AMATEUR
Esports: Competitive gaming at a professional Consumers and small organizations set up
level and in an organized format (a tournament or events at physical locations, such as fun
league) with a specific goal (i.e., winning a community competitions. For mobile
champion title or prize money) and a clear games, these events can be anywhere and
distinction between players and teams that are any time, as there is a low entry barrier and
competing against each other. MOBILE ESPORTS ECOSYSTEM no additional equipment required.
There are also many amateur online mobile
PRO ESPORTS EVENTS
EXAMPLES:
gaming leagues and competitions between
ONLINE PRO ESPORTS
gamers and friends.
AMATEUR ESPORTS EVENTS
ONLINE AMATEUR ESPORTS
VAINGLORY WORLD BATTLE OF BALLS VIEWING
CHAMPIONSHIP PROFESSIONAL LEAGUE
Super Evil Megacorp Giant Network SHARING
COMPETITIVE
GAME
EXPERIENCE
© Newzoo 2018 18New innovations allow for amateur cross-platform competition between gamers
Amazon GameOn was launched by Amazon in
March 2018. The suite of services make it easy for
developers to add several features to their games,
including competitions to which players can invite
friends, leaderboards, leagues, and tournaments. It
enables user-generated tournaments and allows
developers to award both digital and physical prizes.
Built on Amazon's massive AWS cloud infrastructure,
GameOn lets developers integrate competitions
natively into PC, mobile, and console games, allowing
for cross-platform competition.
Fortnite cross-platform play (or crossplay) allows
mobile (iOS), PlayStation 4, Xbox One, Nintendo
Switch, Mac, and Windows PC gamers to play
together and compete with gamers on different
devices than their own.
© Newzoo 2018 193. HARDWARE FACILITATES AND DRIVES MOBILE TRENDS
31.1% of all active smartphones in June can be classified as high-end*
HIGH-END DEVICE DISTRIBUTION | JUNE 2018
As of June 2018,
there were
high-end active
smartphones globally,
up 76% YoY.
HIGH-END MARKET SHARE
10% 60%
* High-end smartphones are defined as devices within the flagship and high performance tier of Newzoo's Device Performance Segmentation.
This segmentation is based on geekbench4 multi-core scores of smartphones.
Source: Global Smartphone and Tablet Tracker
© Newzoo 2018 newzoo.com/smartphone-and-tablet-tracker 2144% of all active smartphones in June had big screens
SHARE OF SMARTPHONE SCREENS THAT ARE 5.5” OR LARGER
SCREEN SIZE
JULY 2016 VS. JUNE 2018
5.5”+
As of June 2018,
active devices have
large screens (5.5’’+),
or 44% of all active
devices in the world.
Source: Global Smartphone and Tablet Tracker
© Newzoo 2018 newzoo.com/smartphone-and-tablet-tracker 22This includes the first smartphones with a super high refresh display
RAZER - GAMING PHONE ASUS - ROG PHONE
5.7-inch LCD with 120Hz refresh rate 6-inch FHD+ AMOLED panel with 90Hz
(the average is 60Hz) refresh rate and 1ms pixel response time
Qualcomm Snapdragon 835 Qualcomm Snapdragon 845
processor with 8GB RAM processor with 8GB RAM
4,000mAh battery 4,000mAh battery
2x Ultrasonic AirTriggers
Copyright gsmarena.com Copyright gsmarena.com
XIAOMI BLACK SHARK HONOR – THE HONOR PLAY
6-inch LCD with a 1080p resolution 6.3-inch FHD+ IPS LCD capacitive
touchscreen
Qualcomm Snapdragon 845
GPU Turbo Technology allowing for a
Copyright: The verge
processor with 8GB RAM
4D Gaming Experience
4000mAh battery.
Kirin 970 chipset (Mali-G72 MP12)
Dedicated game pad 3750mAh battery
Copyright gsmarena.com Copyright gsmarena.com
© Newzoo 2018 23© Newzoo 2018
Hardware & Esports at the Core of
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