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Summary of the Mobile Gaming Opportunity

Core Content

The document explores the growing opportunity in mobile gaming, highlighting the convergence of competitive and immersive experiences on mobile devices. It discusses how rising hardware capabilities have enabled mobile games to rival PC and console titles, and how this trend is driving the development of dedicated mobile gaming hardware by brands like Razer, Asus, and Honor. Additionally, it outlines the expansion of mobile esports, especially in Asia, and its potential to gain global recognition.

Main Trends

1. Mobile Gaming Dominance

• Market Share: Mobile games are expected to account for 51% of the global games market in 2021, with the entire mobile gaming market projected to exceed $180.1Bn by 2021.
• Revenue Growth: Mobile gaming revenue is growing at a CAGR of 10.3% from 2017 to 2021.
• Global Reach: There are 2.2Bn mobile gamers globally, with mobile gaming being particularly popular in the West and Asia.
• Consumer Spend: In 2018, China and Japan combined accounted for over 51% of all consumer spend on mobile games.

2. Immersion and Competition in Mobile Gaming

• Immersive Experiences: Mobile games are becoming more immersive, with realistic environments and experiences that rival PC games.
• Popular Games: Games like PUBG Mobile and Fortnite Mobile have seen 100M+ downloads on iOS, demonstrating the demand for competitive and immersive mobile experiences.
• Cross-Play Integration: Epic Games has pioneered cross-play between PC, console, and mobile, setting a trend that is expected to grow.
• Revenue from Immersive Titles: Arena of Valor (Honor of Kings in China) has generated $1.1Bn+ in revenue since its release in 2015 and has become a top-grossing mobile game in China.

3. Growth of Mobile Esports

• Esports Enthusiasts: There are 173M global esports enthusiasts in 2018, with 57% located in APAC.
• Mobile Esports Growth: Mobile esports is expected to grow to $1.65Bn by 2021, with most revenue coming from brand investments.
• Regional Differences: Mobile esports is more popular in Asia, especially in China, where casual games dominate the scene. In the West, competitive genres like MOBA and strategy games are more prevalent.
• Notable Events:
  • KING PRO LEAGUE (Tencent): The world's largest mobile esports league, with 18,000 attendees at the 2018 Spring Split Finals.
  • Clash Royale: Supercell's game has become the biggest mobile esports event in the West, with 122,000+ Twitch viewership hours for the 2017 World Finals.
  • Esports at the Asian Games: Mobile esports was included for the first time in the 2018 Asian Games, with Arena of Valor and Clash Royale as official titles. It is set to become an official medal event in 2022.

4. Cross-Platform Competitions

• Twitch Viewership:
  • PC Esports: 405M hours of viewership in NAM and EU in 2017.
  • Mobile Esports: Only 2M hours of viewership, showing the current gap in popularity.
• Amateur Competitions: These are widespread, with user-generated tournaments and community events being accessible due to low entry barriers and no additional equipment required.
• Cross-Platform Play: Initiatives like Fortnite cross-platform play and Amazon GameOn allow for amateur cross-platform competition, enabling gamers to compete on different devices.

5. Hardware Innovations

• High-End Smartphones: As of June 2018, 31.1% of active smartphones are classified as high-end, with a 76% YoY increase in the number of high-end devices.
• Screen Size: 44% of active smartphones have screens 5.5” or larger, enhancing the gaming experience.
• Gaming Phones:
  • Razer Phone: Features a 5.7-inch LCD with 120Hz refresh rate, Snapdragon 835 processor, and 8GB RAM.
  • Xiaomi Black Shark: Offers a 6-inch LCD with 1080p resolution, Snapdragon 845 processor, 8GB RAM, and a dedicated game pad.
  • ASUS ROG Phone: Includes a 6-inch AMOLED panel with 90Hz refresh rate, Snapdragon 845 processor, 8GB RAM, and Ultrasonic AirTriggers.
  • Honor Play: Utilizes GPU Turbo Technology for a 4D gaming experience, with a 6.3-inch FHD+ IPS LCD and Kirin 970 chipset.

Key Information

• Mobile gaming is expected to be a $100Bn market by 2021, with Asia being the largest region in terms of consumer spend.
• PUBG Mobile and Fortnite Mobile are among the most downloaded mobile games, proving the appeal of immersive and competitive mobile experiences.
• Cross-play is becoming a key feature, enabling PC, console, and mobile gamers to compete together.
• Mobile esports is still smaller than PC esports, but is growing rapidly, especially in Asia.
• Hardware innovations are playing a crucial role in enhancing mobile gaming experiences, with dedicated gaming phones and high-end devices leading the charge.

Conclusion

The mobile gaming industry is rapidly evolving, driven by hardware advancements and the growing demand for immersive and competitive experiences. While PC gaming remains dominant in the West, mobile gaming is gaining traction, especially in Asia, where it is expected to become a major part of the esports ecosystem. As cross-platform play and gaming hardware continue to develop, mobile gaming is poised to become a major force in the global gaming market.