junde_yu_appannie_by the numbers: the japanese market
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JUNDE_YU_AppAnnie_By the Numbers: The Japanese MarketTRANSCRIPT
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IntelligenceOverview
25 January 2013
CONFIDENTIAL | DO NOT DISTRIBUTE
China and Worldwide Game Trends
PG ConnectsJanuary 2014
Junde Yu 余俊德VP APAC
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App Annie is the #1 Provider of App Store Intelligence
BroadcastMarket data for TV,
Radio and Print.
WebMarket data for websites.
1950s 1990s 2010s
App StoresMarket data for the
leading stores.
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140 Employees Across a Global Network of Offices
GROWING FAST ACROSS 8 OFFICES
Backed by $22mm from international VCsUnited States China United States Globa
lJapan
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#1 App Store Analytics and Market Data
App Annie products are used by 90% of the top 100 publishers* and have more than 180,000 registered business users
* 90% Penetration on iOS and Google Play based on Top 100 highest grossing publishers globally using App Annie Store Stats (May 2013)
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Game Downloads by Country, November 2013
• United States & China drove about 40% of iOS game downloads• Russia has moved up over the past year to become the #3 country in combined iOS and Google Play
game downloads
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Game Revenue by Country, November 2013
• Japan, US, & South Korea drove about 75% of Google Play games revenue• iOS remained the clear revenue leader in most major market, with the exception of South Korea and Japan
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How are the markets shifting in the iOS App Store?
Rank by Downloads Rank by Revenue
RankNov 2013 Country Chg vs.
Nov 2012 Country Chg vs.Nov 2012
1 United States - United States -
2 China - Japan -
3 United Kingdom é1 China é3
4 Japan ê1 United Kingdom ê1
5 Russia é3 Australia ê1
6 France ê1 Canada ê1
7 Canada ê1 France -
8 Germany ê1 Germany -
9 Australia é1 Russia -
10 Italy ê1 South Korea -
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How are the markets shifting on Google Play?
Rank by Downloads Rank by Revenue
RankNov 2013 Country Chg vs.
Nov 2012 Country Chg vs.Nov 2012
1 United States - Japan -
2 Russia é2 South Korea é1
3 Brazil é5 United States ê1
4 South Korea ê2 Germany é1
5 India é1 Taiwan N/A
6 Mexico é9 United Kingdom ê2
7 Thailand é5 France -
8 Germany ê3 Hong Kong é13
9 Turkey é8 Australia ê3
10 Japan ê7 Russia ê2
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Top Games by Downloads in Japan, 2013
Game Publisher
1 LINE Pokopang LINE
2 Puzzle & Dragons Gungho Online
3 LINE Bubble! LINE
4 LINE WIND Runner LINE
5 LINE POP LINE
6 ぷよぷよ !! クエスト(Puyo Puyo Quest)
SEGA
7 Princess Punt Sweets Gungho Online
8 Despicable Me Gameloft
9 にゃんこ大戦争(Nyanko Great War)
PONOS
10 LINE HIDDEN CATCH LINE
Game Publisher
1 パズル&ドラゴンズ(Puzzle & Dragons)
Gungho Online
2 LINE Bubble! LINE
3 LINE POP LINE
4 LINE Pokopang LINE
5 LINE WIND Runner LINE
6 LINE JELLY LINE
7 LINE HIDDEN CATCH LINE
8 LINE PLAY LINE
9 Princess Punt Sweets Gungho Online
10 Temple Run 2 Imangi
iOS App Store Google Play
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Top Games by Revenue in Japan, 2013
Game Publisher
1 Puzzle & Dragons Gungho Online
2 プロ野球 PRIDE COLOPL
3 LINE Pokopang LINE
4 Dragon League X Asobism
5 Clash of Clans Supercell
6 Gundam Area Wars NAMCOBANDAI
7 LINE POP LINE
8 釣りスタ(Fishing Register)
GREE
9 クイズ RPG 魔法使いと黒猫のウィズ (Quiz RPG: The World of Mystic Wiz)
COLOPL
10 LINE WIND Runner LINE
Game Publisher
1 Puzzle & Dragons Gungho Online
2 LINE Pokopang LINE
3 クイズ RPG 魔法使いと黒猫のウィズ (Quiz RPG: The World of Mystic Wiz)
COLOPL
4 LINE POP LINE
5 プロ野球 PRIDE COLOPL
6 LINE WIND Runner LINE
7 LINE Bubble! LINE
8 暴走列伝 単車の虎 (Tiger of Motorbikes)
Donuts
9 秘宝探偵 (Treasure Detective)
COLOPL
10 Princess Punt Sweets Gungho Online
iOS App Store Google Play
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Top Publishers by Games Downloads in Japan, 2013
Publisher HQ Country
1 LINE Japan
2 SEGA Japan
3 Gungho Online Japan
4 NAMCO BANDAI Japan
5 Gameloft Japan
6 Goodia Japan
7 CyberAgent Japan
8 COLOPL Japan
9 Konami Japan
10 Makoto Yamada Japan
Publisher HQ Country
1 LINE Japan
2 Gungho Online Japan
3 DeNA Japan
4 COLOPL Japan
5 GREE Japan
6 CyberAgent Japan
7 SEGA Japan
8 Goodia Japan
9 NAMCO BANDAI Japan
10 GMO Japan
iOS App Store Google Play
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Top Publishers by Games Revenue in Japan, 2013
Publisher HQ Country
1 Gungho Online Japan
2 LINE Japan
3 COLOPL Japan
4 GREE Japan
5 NAMCO BANDAI Japan
6 CyberAgent Japan
7 SEGA Japan
8 KLab Japan
9 SQUARE ENIX Japan
10 Asobism Japan
Publisher HQ Country
1 Gungho Online Japan
2 LINE Japan
3 COLOPL Japan
4 GREE Japan
5 NAMCO BANDAI Japan
6 SEGA Japan
7 Klab Japan
8 GMO Japan
9 Donuts Japan
10 CyberAgent Japan
iOS App Store Google Play
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Top Foreign Publishers by Games Revenue in Japan
Foreign Publisher HQ Country Top Grossing Game by Publisher (in Japan)
1 Supercell Finland Clash of Clans
2 King UK Candy Crush Saga
3 NEXON Korea 超破壊 !! バルバロッサ ~美少女育成カードゲーム~(Super destruction! Barbarossa-girl training card game -)
4 Happy Elements China Majoca Majoluna
5 Digital Cloud China Kingdom Overlords
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Japan Now #1 Country in App Store Revenue
Oct 2012 Oct 20130
50
100
150
200
250
300
350 332.994497426765311.481814887077
107.578025575856
61.78741729581
Combined iOS App Store and Google Play App Revenue In
de
xe
d R
ev
en
ue
Combined iOS App Store & Google Play Monthly App Revenue
• Over the past year, Japan’s app store spend has exploded, exceeding growth in other major markets
• Japan now top-grossing country across iOS and Google Play combined15
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Domestic Publishers Led the Growth in Japan
• While Puzzle & Dragons from GungHo Online has dominated the headlines in Japan this past year, LINE, COLOPL, SEGA, and NAMCO BANDAI also saw significant growth in game revenue
Top 5 Publishers by Gain in Monthly Game Revenue from Oct 2012 to Oct 2013:
1. GungHo Online2. LINE3. COLOPL4. SEGA5. NAMCO BANDAI
All other publishers
Combined Google Play and iOS App Store Game Revenue in Japan
Oct 2012 Oct 20130
100
200
300
400
500
600
700
Ind
exed
Rev
enu
e
Combined iOS App Store and Google Play Monthly Game Revenue in Japan
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Smartphone Adoption in Japan Will Accelerate in 2014
• Japan is far from being saturated for smartphones; penetration is expected to grow further in 2014, overtaking that in the United States and contributing to further app store gains
Source: eMarketer, Inc., 2013
2013 20140%
20%
40%
60%
80%
100%
42%62%
Japan
Other mobile phone usersSmartphone users
Per
cen
t o
f P
op
ula
tio
n
2013 20140%
20%
40%
60%
80%
100%
44% 50%
United States
Other mobile phone usersSmartphone users
Per
cen
t o
f P
op
ula
tio
n
Projected Annual Mobile Phone Penetration
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iOS Device Sales Grow After DoCoMoAdds iPhone to Its Lineup in September 2013
• DoCoMo added the iPhone Sep 20, so Q3 only partly reflects the impact• It will be interesting to watch how Apple’s device install base* and app
revenue develop in Japan in the coming months(* Note: A shift in device sales does not necessarily result in a shift in install base)
Source: IDC
18
Q4 2012 Q1 2013 Q2 2013 Q3 2013
-20%
0%
20%
40%
60%
37% 34% 32%
50%
Apple's Share of Smartphone Unit Sales
Japan United States
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