2024年第二季度游戏行业报告（英）

Gaming Industry ReportQ2 20241Gaming industry: at a glance•2024 market size: $189.3b (+2.9% YoY)•Public markets: leading public gaming ETFs up 7-20% YTD (vs S&P 500 = 15.1%)•Venture funding in Q2‘ 24: $492m across 104 rounds (funding is -20% QoQ, number of rounds are -22% QoQ)Total gamers in 2023 by region (millions):Source: CB Insights, Newzoo, public reporting, Drake StarKey Trends•YouTube, LinkedIn introduce game strategy•Introducing the Olympic Esports Games•Epic Games Store, Fortnite coming to iOS in EU and Japan•Apple to potentially face $1b in daily fines•Voodoo acquires BeReal (€500m)•TikTok faces a ban in the US21,789(53%) Asia-Pacific237(7%)North America335(10%)Latin America447(13%)Europe574(17%)Middle East & Africa3,381mGaming is expected to be a $189b market in 2024$20 $22$32$55 $60$68$77$122$138$180$183$189 $196$217$0$20$40$60$80$100$120$140$160$180$200$220$240200320052007201120132015201720092021202420292019$23 $26 $28$42$642001$85 $93$107$152$71$184$203 $210$225$166+3.5%Source: IFPI, Newzoo, Arstechnica, MPAA, Mordor Intelligence, KonvoyActualProjected$ in billions3Gaming funding: private markets overview41: Includes transactions such as Private Equity, Growth Equity, Corporate Minorities, PIPEs, and others. This excludes M&A; 2: VC includes Pre-Seed through Series K VC; Note 1: Historical data across reports is subject to change, as source adds new deals as they become public; Source: CB Insights$ in millionsQ2-20Q3-20Q4-20Q1-21Q2-21Q3-21Q4-21Q1-22Q2-22Q3-22Q4-22Q1-23Q2-23Q3-23Q4-23Q1-24$1,057Q1-20$3,092$1,560$2,696$3,128$4,038$5,015$4,443$7,147$2,069$1,321$930$599$778$491$2,196Q2-24$690$1,3062020: $7,015Other Transactions1VC2Private market funding in gaming YTD has already surpassed that of all of 20232021: $14,876 2022: $14,979 2023: $2,799 2024: $2,886$1.5b of $1.6b in Other Transactions1 for Q1-24 attributed to Disney <> EpicGaming VC funding: $492m (-20% QoQ) in Q2-245Note 1: Early = Pre-Seed through Series A, Growth = Series B through D, Late = Series E+ VC; Note 2: Historical data across reports is subject to change, as source adds new deals as they become public; Source: CB Insights$ in millionsQ2-20Q3-20Q4-20Q1-21Q2-21Q3-21Q4-21Q1-22Q2-22Q3-22Q4-22Q1-23Q2-23Q3-23Q4-23Q1-24$550Q1-20$780$1,071$1,983$1,621$3,013$3,387$2,952$1,656$1,419$883$831$529$565$332$601Q2-24$492$418Unattributed VCLateGrowthEarlyEarly-stage funding hits 12-month high, yet growth and late-stage are very depressed2020: $2,8192021: $10,005 2022: $6,910 2023: $2,256 2024: $1,093Gaming VC deals: 104 (-22% QoQ) in Q2-246# of deals83789510212712112321925317813913013210896891209317221722272316723135793810961122Q4-20Q1-210Q2-21Q3-2112Q3-20Q4-210Q1-228Q2-220Q3-2280Q4-2208Q1-231209Q2-2347Q3-23511Q4-2359Q1-24979311212816014110259286202160145146118107105156Q2-241042 9Q1-2068Q2-200134Unattributed VCLateGrowthEarlyGrowth and late-stage deal activity lags despite consistent early-stage dealmakingNote 1: Early = Pre-Seed through Series A, Growth = Series B through D, Lat