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每日观察:关注Google Play新游戏服务等消息(5.16)

发布时间:2013-05-16 10:38:44 Tags:,,

1)据venturebeat报道,苹果iTunes应用下载量日前突破500亿大关,与此同时谷歌也宣布Google Play应用装载量超过480亿次,仅在上个月下载量就达到25亿次;Android主管Sundar Pichai还宣布Android设备激活量已突破9亿台,远超苹果设备激活量。

Apple app downloads(from venturebeat)

Apple app downloads(from venturebeat)

2)Strategy Analytics最近发布数据显示,今年第一季度全球智能手机营业利润为125亿美元,苹果占比57%,Android占比43%(53亿美元)。

三星在第一季度智能手机销量中占比31%,在所有Android设备营业利润中占比达95%(51亿美元),在所有智能手机营业利润中占比40.8%。而诺基亚及黑莓两者在该季度合并利润仅为3亿美元,仅占比2.2%。

android_smartphone profits(from thenextweb.com)

android_smartphone profits(from thenextweb.com)

3)据gamezebo报道,谷歌在日前的Google I/O大会上宣布,Google Play将推出一项类似于苹果Game Center和亚马逊GameCircle的游戏服务,其中包括云存储功能,以及针对整个Android平台的全新成就管理系统,

实时配对系统,并添加Google+社交功能,以便玩家创建积分排行榜。开发者将可针对过去发布的Android游戏,添加这项新功能。

Google-Play-Game-Services(from android.gs)

Google-Play-Game-Services(from android.gs)

4)据insidesocialgames报道,Gameloft日前发布财报显示,2013年第一季度公司销售额为5420万欧元(7010万美元),比去年同期增长21%。

智能手机和平板电脑业务收益同比上年增长71%,在公司所有销售额中占比60%(去年第一季度占比43%)。

Gameloft(from itechbook.net)

Gameloft(from itechbook.net)

Gameloft将业务发展归功于免费增值模式,其第一季度智能手机业务销售额通过IAP和广告收益增长超过67%;该公司日前股价为5.29欧元(6.84美元),增幅为0.95%。

5)据gamasutra报道,育碧投资者最近发布的主流发行商排行榜显示,动视暴雪在2012年的美国和欧洲市场所占份额将近20%,2011年这一比例则是15.7%;而EA则从2011年的19.7%下降至2012年的18.4%。

activision-blizzard(from segmentnext.com)

activision-blizzard(from segmentnext.com)

育碧排名第三,占比11.2%,任天堂占比10.8%,Take-Two占比6.4%,微软占比5%,索尼为3.5%,THQ为3.3%,华纳兄弟占比3.3%,Capcom占比2.4%。(本文为游戏邦/gamerboom.com编译,拒绝任何不保留版权的转载,如需转载请联系:游戏邦

1)Apple hits 50 billion app downloads, just ahead of Google

John Koetsier

San Francisco, CA Early Bird Tickets on Sale Apple’s countdown (err, up) to 50 billion apps ended today with one lucky winner, as yet unannounced, bagging $10,000 in iTunes money for apps, media, and more.

It’s a good thing Apple hit the number today, because if they waited even another week, the Cupertino company might have been second-best to Google’s Android. At Google’s developer-
focused I/O conference today, Google’s Hugo Barra announced that Google Play has just passed 48 billion app installs — and had a massive 2.5 billion just last month.

Just as Apple has done before for major app store download thresholds, it’s giving away the $10,000 gift card to a lucky iOS user who downloaded the 50 billionth app. In addition, 50 lucky people who where the next to download an app have won a $50 gift card — even if they don’t know it yet.

Don’t go rushing to try to be one of those 50, of course … there are about 1,000 app installs on iOS each and ever second.

This is probably the last major app install number that Apple will trumpet to the skies, as Android will be making the big news from now on. At the same Google I/O conference, Android chief

Sundar Pichai said that Android has now reached 900 million device activations — far more than Apple.(source:venturebeat

2)Apple Bagged 57% Of $12.5B In Smartphone Profits In Q1; Android 43% – Samsung 95% Share Of That, “More Than Google”

Ingrid Lunden

Apple continues to lead both as the single-most profitable smartphone maker, and by default the most profitable platform, taking 57% of $12.5 billion in smartphone operating profits in Q1, according to figures out from Strategy Analytics today. Android took 43%, equating to $5.3 billion, Neil Mawston, chief analyst with the firm, tells TechCrunch.

The figures come as analyst houses are releasing various estimates for how smartphones have been selling in Q1. Strategy Analytics have published some numbers that tell the story in a different way.

Yes, Android is dominating smartphone sales (Gartner’s figures yesterday noted that Google’s platform took nearly 75% of all sales in the three month period). Yes, Samsung continues to
widen its lead against Apple — now at 31% of all smartphone sales. But it still has a ways to go before it tops Apple, which has built its brand as the premium offering. (One possible reason why it has resisted up to now launching a low-cost, more cheaply made handset.)

Within the Android portion of smartphone profits, Samsung is taking ever the bigger lion’s share. Its $5.1 billion in operating profit works out to 95% of all Android revenues, and 40.8%
of all smartphone operating profits overall. Bad news for other vendors/platforms like Nokia and BlackBerry: their collective profits totalled just $300 million for the quarter, working out to a 2.2% share of profits.

This also shows that Samsung has come quite some way in working out its profitability engine in the last year as it has continued to grow. This time a year ago, it was generating only about half the revenues of Apple in mobile devices (and that was counting Samsung’s smartphones as well as its feature phone handsets), and accordingly a thinner proportion of profits.

These numbers largely tally with some released earlier this month by Canaccord Genuity (via AllThingsD). The difference lies at the lower end, where Canaccord Genuity says that vendors beyond the top two effectively took nothing.

With these numbers coming out just as Google I/O kicks off, Strategy Analytics again throws light on just how disproportionate Samsung’s weight is in the Android ecosystem, and how its sales dominance works out to larger economies of scale and profit: its $5.1 billion in operating profits works out to 95% of all profits made on Android, with LG the only other vendor to break out from “others,” with a meagre 2.5% of profit share on $100 million in operating profits.

“An efficient supply chain, sleek products and crisp marketing have been among the main drivers of Samsung’s impressive profitability,” Woody Oh, Strategy Analytics’ senior analyst writes. In contrast, “LG delivered a small profit during the quarter, but it currently lacks the volume scale needed to match Samsung’s outsized profits.”

Just think of what that means for the even smaller Android OEMs.

Mawston believes that Samsung is actually generating even more revenue than Google itself from Android, counting things like mobile advertising and apps revenue.

“We believe Samsung generates more revenue and profit from the Android platform than Google does,” he writes. As Google’s Android head Sundar Pichai today reported during that I/O
keynote that there have been some 900 million Android activations worldwide, this begs the question of who is in the driver’s seat on the platform — and by association smartphones worldwide.

“Samsung has strong market power and it may use this position to influence the future direction of the Android ecosystem,” Mawston writes. “For example, Samsung could request first or exclusive updates of new software from Android before rival hardware vendors.” If those kinds of requests are likely to get made, it will get harder and harder for Google to resist and continue maintaining the level playing field it’s tried to create for its mobile platform.

Tablets are not included in any of the above calculations, Strategy Analytics says.(source:techcrunch

3)New gaming service announced for Google Play; brings achievements and Google+ leaderboards

By Joe Jasko

Google has announced today at their Google I/O event that the company’s Google Play marketplace for Android devices will be receiving a full-blown gaming service update, in the vein of

Apple’s Game Center and Amazon’s GameCircle.

Among the many cross-platform features that will be included in the new Google Play gaming service are the ability to save games via a server in the cloud, and a brand new achievement system for the overall platform. Real-time matchmaking is also said to be included in the service, but that one will remain exclusive to Android devices for the time being. Powered by the
Google+ social network to establish player leaderboards, developers will be able to add the new service functionality to past titles of up to three years old, and possibly even older.

In speaking with Polygon at today’s event, lead project manager for the new Google Play gaming service, Greg Hartrell, shed some light on Google’s strategy with the upcoming new features.

“It’s user-focused in the sense that we’re trying to reach out to the largest number of users,” Hartrell told them. “And for developers, they want to maximize the size of the audience and the quality of the audience. Both of those things drove that decision.”

While it might seem that Google is certainly behind the pack when compared to Apple’s well-established Game Center service, Hartrell went on to explain how everyone at Google feels the
timing couldn’t be more right for the powerhouse tech company, and how they are already looking towards the long future of mobile gaming on Google Play. So don’t be surprised if we’ll be
able to check our Google+ leaderboards using Google Glasses one day!(source:gamezebo

4)Gameloft’s Q1 2013 revenues up 21 percent to $70.1M

Scott Reyburn

Gameloft yesterday released its earnings for Q1 2013. The French mobile game developer achieved sales of €54.2 million ($70.1 million), up 21 percent over the same quarter a year ago.

Smartphone and tablet revenues increased by 71 percent year-over-year, representing 60 percent of total group sales compared with 43 percent in Q1 2012.

Gameloft attributes its fast growth to the success of the free-to-play model. The company adds that more than 67 percent of its smartphone sales came from in-app purchases and ad revenues
in Q1. In terms of which games performed well in the quarter, Gameloft says older titles from as far back as 2011 and 2012 like Dungeon Hunter 4: Zero Hour, World at Arms, My Little Pony,
Ice Age Village, Order & Chaos Online, Gangstar Rio: City of Saints and Asphalt 7: Heat, have largely contributed to the company’s strong performance in the first quarter.

Gameloft hopes three recently released titles in the past few weeks including Dungeon Hunter 4, Iron Man 3 and Order & Chaos Duels, help grow sales in future quarters. Gameloft claims Iron

Man 3 was the most downloaded game worldwide on the iOS after it was launched. Future releases include Gangstar Vegas, Despicable Me and Uno & Friends.

Gameloft didn’t provide an earnings forecast for Q2 2013. Gameloft’s share price closed today at €5.29 ($6.84), up 0.95 percent.(source:insidesocialgames

5)Activision dominates Western market share

By Kris Ligman

The same Ubisoft investor presentation [PDF] which produced rankings on the top-ranked console franchises in the last eight years also yields a few interesting numbers on the market share of major publishers.

Activision Blizzard leads the way in American and European market share with nearly 20 percent of the take in 2012, making a strong leap from 15.7 percent in the previous year. Activision beat out previous ruling publisher Electronic Arts, which dropped from 19.7 percent in 2011 to 18.4 percent in 2012.

THQ also hung on in the top roster, despite financial problems leading to its dissolution at the end of 2012. Also of note is that both Nintendo and Sony experienced a substantial loss in market share versus 2011 (12.4 percent to 10.8 percent and 5.3 percent to 3.5 percent, respectively), with Microsoft only making fractional gains by comparison (4.8 percent to 5 percent).

The rankings, as per Ubisoft’s other market data, are derived from tracking firms NPD and GfK as well as Nielsen and reflect performance only in US and European markets.
Market shares of major publishers in 2012

1.Activision Blizzard (19.5 percent)

2.EA (18.4 percent)

3.Ubisoft (11.2 percent)

4.Nintendo (10.8 percent)

5.Take 2 (6.4 percent)

6.Microsoft (5.0 percent)

7.Sony (3.5 percent)

8.THQ (3.3 percent)

9.WB (3.3 percent)

10.Capcom (2.4 percent) (source:gamasutra


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