中国游戏出海收入连续第二年下降 米哈游腾讯稳居前二
作者 | Author: 第一财经 刘晓洁 | First Financial, Liu Xiaojie
1月29日，数据分析商Sensor Tower、中国音数协游戏工委和伽马数据(CNG)在同一天发布了2023年中国游戏出海年度报告。 On January 29, data analysis firms Sensor Tower, China Audio-Video and Digital Publishing Association Game Working Committee, and Gamma Data (CNG) released the 2023 annual report on China's game overseas expansion on the same day.
宏观上全球游戏市场逐渐回暖，但中国厂商出海收入连续第二年下降； Microscopically, the global game market is gradually recovering, but the overseas revenue of Chinese manufacturers has declined for the second consecutive year;
微观上，米哈游继续稳坐发行商海外收入第一，其次是腾讯，两大头部2023年都有超过10%的增长。 Microscopically, miHoYo continues to rank first in overseas publisher revenue, followed by Tencent, with both industry leaders achieving over 10% growth in 2023.
国内增长放缓后，海外市场成为国内游戏厂商的必选项，但从全球游戏市场来看，面临的挑战还将加剧。After domestic growth slowed down, overseas markets have become a necessity for domestic game companies, but from the perspective of the global game market, the challenges will intensify.
据游戏行业裁员统计平台videogamelayoff，2023年全球游戏行业有逾万人被裁，而2024年开始不到一个月，全球游戏行业已裁员约5600人，近日微软旗下动视暴雪、腾讯旗下拳头游戏都传出裁员消息。According to the game industry layoff statistics platform videogamelayoff, more than 10,000 people were laid off in the global game industry in 2023, and in less than a month since the beginning of 2024, about 5,600 people have been laid off in the global game industry. Recently, Microsoft's Activision Blizzard and Tencent's Riot Games have both announced layoffs.
米哈游出海稳坐第一 | miHoYo Ranks First in Overseas Expansion
Sensor Tower发布的《2023中国手游出海年度盘点》显示，在2023年中国手游发行商海外收入榜中，米哈游继续排名第一位，其次是腾讯、三七互娱、莉莉丝、点点互动。The "2023 China Mobile Game Overseas Annual Review" released by Sensor Tower shows that in the 2023 China mobile game publisher overseas revenue ranking, miHoYo continues to rank first, followed by Tencent, 37 Interactive Entertainment, Lilith Games, and DDTank.
据Sensor Tower，米哈游2023年海外收入提升14%，创历史新高。According to Sensor Tower, miHoYo's overseas revenue increased by 14% in 2023, reaching a record high.
具体游戏方面，米哈游旗下《原神》蝉联出海手游年度收入冠军，与此同时，2023年米哈游发布新游《崩坏：星穹铁道》空降榜单第3名，成为2023年收入增长最高的出海手游，也贡献了近40%的海外总收入，米哈游得以稳坐出海手游发行商收入冠军。In terms of specific games, miHoYo's "Genshin Impact" retained its title as the annual revenue champion for overseas mobile games. Meanwhile, miHoYo's new game "Honkai: Star Rail" debuted at No. 3 on the list in 2023, becoming the overseas mobile game with the highest revenue growth in 2023 and contributing nearly 40% of the total overseas revenue, allowing miHoYo to firmly hold the title of the top overseas mobile game publisher by revenue.
腾讯游戏出海收入连续第二年排在米哈游之后，蝉联出海手游发行商收入榜亚军。 Tencent's game overseas revenue ranked second after miHoYo for the second consecutive year, retaining its position as the runner-up in the overseas mobile game publisher revenue ranking.
Sensor Tower数据预估2023年腾讯手游海外收入增长13%，其中，腾讯旗下《和平精英》在2023中国手游海外收入榜单中排名第二位，《使命召唤手游》排名第四。Sensor Tower data estimates that Tencent's mobile game overseas revenue grew by 13% in 2023, with Tencent's "Peacekeeper Elite" ranking second in the 2023 China mobile game overseas revenue list, and "Call of Duty: Mobile" ranking fourth.
出海收入连续第二年下降 | Overseas Revenue Declines for Second Straight Year
中国音数协游戏工委和伽马数据(CNG)共同编写的《2023年中国游戏出海研究报告》显示，2023年，全球游戏市场规模11773.79亿元，同比增长6%，相比前年有所回暖，2022年全球游戏市场下滑了近7%。The "2023 China Game Overseas Research Report" jointly compiled by the China Audio-Video and Digital Publishing Association Game Working Committee and Gamma Data (CNG) shows that in 2023, the global game market size was 1,177.379 billion yuan, a year-on-year increase of 6%, showing some recovery compared to the previous year. In 2022, the global game market declined by nearly 7%.
具体到整体出海收入上，2023年，中国自主研发游戏在海外市场的实际销售收入为163.66亿美元，同比下降5.65%。In terms of overall overseas revenue, in 2023, the actual sales revenue of China's self-developed games in overseas markets was $16.366 billion, a year-on-year decrease of 5.65%.
继2022年后再次出现下降，且下降幅度扩大，中国游戏出海面临着更大的压力。Following the decline in 2022, the decrease has expanded, putting greater pressure on China's game overseas expansion.
生成式AI或为游戏行业带来革命性影响 | Generative AI May Bring Revolutionary Impact to Game Industry
data.ai预测，2024年，生成式AI将在移动用户体验中发挥重要作用，不论是独立生成式AI应用或是以AI为卖点的应用，包含生成式人工智能功能的应用下载量均将同比增长40%。data.ai predicts that in 2024, generative AI will play an important role in the mobile user experience. Whether it's standalone generative AI applications or applications featuring AI, downloads of applications with generative AI functionality will increase by 40% year-on-year.
薛剑认为，从游戏到非游戏，从开发到运营各个方面，生成式AI对移动应用的影响会很广泛且深入。Xue Jian believes that from games to non-games, from development to operations, the impact of generative AI on mobile applications will be extensive and profound.
对于游戏而言，生成式AI可以用来创作游戏，例如游戏中的一些地图、美术资源和情节，这将降低开发工作量和成本，缩短开发周期，并提供更加多样化的内容。For games, generative AI can be used to create games, such as some maps, art resources, and plots in games, which will reduce development workload and costs, shorten development cycles, and provide more diverse content.
