Newzoo x

5
5G 6
9

17

21

27

29

31
2020

2020
2020 1,750
Microsoft Flight Simulator

100

PC

© Newzoo 2021 3
© Newzoo 2021 5
 5G

5G 5G
6.5 1080 x 2400
MediaTek MT6853V 5G
/
4/6GB RAM
5G RMB 1,299+
——

2020 2021 5G
6.6 720 x 1600
MediaTek MT6853 5G
4/6GB RAM
5G 5G RMB 1,499+
2020 9 60
2021 60 5G

5G 6.53 1080 x 2340

Samsung Exynos 880 5G
—— —— 6GB RAM
2020 5G 1.136 6,480 RMB 1,698
258% 290%
90 / 60 /
OPPO Vivo
6.57 1080 x 2400
Qualcomm Snapdragon 765G
4G 6/8GB RAM
RMB 1,999+
5G

© Newzoo 2021 2021 3 31 6

 & 5G | | 2020-2023

5G

5G

5G
CAGR）
57% 2020-2023

70%

84%
95%

2020年，全球 或
台活跃智能手机支
43%
持5G。到2023年，该份
30% 额将增长到 。
16%
5%
2020 2021F 2022F 2023F

© Newzoo 2021 ©Newzoo | 7

 & 5G | | 2020-2023

5G

5G 2023

25% 5G

44%

66% 2023

90%

75%
5G
56%
5G
34%

10%

2020 2021F 2022F 2023F

© Newzoo 2021 ©Newzoo | 8

© Newzoo 2021
 • 2020
440
| 2019 1 – 2020 12

• PC

46.7% •

10.6%

•
2019年 2019年 2019年 2019年 2019年 2020年 2020年 2020年 2020年
1月 3月 6月 9月 12月 3月 6月 9月 12月

4GB RAM 4 CPU 2018

© Newzoo 2021 ©Newzoo | | 10

B2B

PaaS

YouTube Twitch

•
PK
/
•
PC

TapTap 2021 1

© Newzoo 2021 11
•

•
3A PC

28

•
RPG

RPG RPG
ARPG

© Newzoo 2021 ©Newzoo | Newzoo Platform 12

 PC

B2B B2C

1 2

Xbox Game Pass Ultimate

EA Play Stadia Luna
Ubisoft+

© Newzoo 2021 13
 EA Play
Xbox Game Xbox
Pass Ultimate

Ubisoft+
Stadia Luna

RTX

© Newzoo 2021 14
1 2 3 4

13 14

PC

PC

13 14

© Newzoo 2021 15
 Azure

• 2019 11 Project
xCloud 2020 9 15

• xCloud
Phil
Spencer
xCloud
2020 9 15
• xCloud Xbox Game Pass Ultimate
$14.99/

Xbox Game Pass Ultimate 100 EA

iOS PC
PC/
26
•
Xbox Game Pass Ultimate
xCloud
•

© Newzoo 2021 17
 • Stadia
Google
Play
• Stadia
2019

2019 11 19 • ——

Pro $9.99/
100 400 Stadia
iOS TV PC Mac
Bungie
2 CD Projekt 2077
22 Stadia
Ubisoft+ Stadia

YouTube • 2021 2 ——
Stadia Stadia
B2C

Stadia

© Newzoo 2021 18
 RTX

• GPU
2020 GeForce
NOW GFN
•

RTX

2020 2 4 2015 GeForce NOW 800

• GeForce NOW
GFN
Priority
$9.99/ $99.99/12
•
iOS TV PC Mac Safari GeForce NOW
NVIDIA SHIELD Chromebook
GFN
70

Founders RTX

2021 3 18 •
Founders

70

© Newzoo 2021 19
 Beta

• Luna
Luna
Fire TV

App Store
•
2020 10 20 Luna
Luna
$5.99/ $14.99/
Luna Ubisoft+ Ubisoft+

iOS FireTV • Stadia Luna

PC Mac Luna
Luna 70
Luna Ubisoft+ 100
Remedy Entertainment Control
4A Games Metro Exodus Luna PlayStation
Twitch 4 Xbox One
• Luna
Luna Twitch
Luna Twitch

© Newzoo 2021 20
 2019 3 2020 4 2019 2

TV PC Mac TV PC PC TV

TV
PC TV

• START • • 2019 2
QQ MWC
PC/ 2020
5G •

• START TCL •
•
START
App • App PC TV +
TV

TV / /
• START NBA2KOL2
• •
Q
14
CODM

© Newzoo 2021 21
 • 2019

• 2020 4

2019 6 25
• 39.9 • 2020 8
29.9 20
• 79 60

• 289 240

• 5 / 65% PC
15.9 /5 35% • 2020 5 VR
PC TV VR VR

6-DoF VR Multiverse
VR

© Newzoo 2021 22
 • YOWA 2020 6
11 YOWA
Steam

• YOWA

YOWA PC YOWA
30% PC
70%
2020 11 10

• 2020 1.78
Steam
YOWA
iOS PC PC/
4K+60 +20M

• YOWA

YOWA

© Newzoo 2021 23
 PaaS

• 2019 7
GPU

2019 7
X86 Arm
• 2020 3

B2B
• 2020 7

• 2020 9

© Newzoo 2021 24
© Newzoo 2021
 | & | 2020-2023

2023
2020
2023

2020 2023
$42.55
$4,255M
CAGR

$24.55
$2,455M

$1,249M
$12.49 2020
$8.80 2023
$5.62
$562M $880M
$5.39
$539M CAGR），
$0.68 $279M
$2.79

2020 2021F 2022F 2023F

© Newzoo 2021 ©Newzoo | 2021 3 27

 * | 2021

5.6%
3.4% •
4.6%

36.8%
15.4% • 2021
中国云游戏可获得
服务市场

2021年
•

34.2% •

©Newzoo | 2021 3
© Newzoo 2021 28
Newzoo Gamer Segmentation
 •
1
AMD
GPU

2 GPU
vGPU GPU •

3
ROI
30%
4 6

• 5G
5
Akamai SuperCloud
CDN

© Newzoo 2021 29
300

•
| 2008年 – 2020
250

• 2019
200
80%
2019
2019
150

•
IETF 3GPP IEEE
802.11 Wi-Fi W3C ITU
100

•
50

2017
0
5G 5G
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
5G 5G
5G
2020

© Newzoo 2021 30
 • CNNIC
| 2016 6 – 2020 3
2020 3 2.87

300.0 100.0%

•
90.0%

250.0

80.0%

70.0%

200.0

60.0%

•
150.0 50.0%

40.0%

100.0

30.0%

21.6% 22.0%
21
20.0%

50.0

9.7% 8.6% 9.4% 8.2% 9.6%

10.0%
22
1.5%
0.0 0.0%

2016 2016 2017 2017 2018 2018 2019 2020

6 12 6 12 6 12 6 3

© Newzoo 2021 CNNIC 31

 PC

Minecraft Dungeons
20 Xbox
Game Pass Ultimate
PC

Luna
GeForce NOW

© Newzoo 2021 32
 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

© Newzoo 2021 33
 5G

2020 2023

CAGR 101%

——

© Newzoo 2021 34
Newzoo x