Tencent, NetEase, who is the King of the game? -Tencent games, NetEase games, hand-IT information
In game circles there is a particularly widespread ridicule, "only two game companies in China, Tencent games, is the other." But in 2015, this sentence became "only three game companies in China, Tencent games, NetEase is a game, and one other."
Although NetEase game had been considered was only able to compete in China, Tencent games company, but the threat has never been as intense as last year. Even on the App Annie data report November 2015, NetEase and at one point more than Tencent, iOS hand the top companies in the world.
NetEase's fantasy westward journey launched last year, the westward journey of two hands tour not only to achieve a monthly average of nearly $ 800 million in revenue, of the fantasy westward journey is hogging the AppStore sold in China topped over a year old, until her company last week alone, the giant research and development's journey into second place. Meanwhile, NetEase depicting pioneer of independent agency operations in China also announced it had sold 7 million copies worldwide, estimated income of over 1.57 billion yuan of the good news.
In addition to the list of upgrades, Tencent and NetEase, respectively in March this year and May publish their own game of strategic planning. If the 2015 are only two companies in the field of hand competition, then in 2016 would be a "game King" of full competition.
Horses, of two people of the world
According to game the 2015 China game industry report issued by the Committee showed that in 2015, China's game market income of 140.7 billion, an increase of 22.9%, slowing but still maintain high.
Midrange travel income to 61.16 billion, an increase of only 0.4%. Page tour to 21.96 billion yuan, rose 8.3%. Hand to 51.46 billion, compared with growth of 87.2%. Games Committee says end tour into the "stick" phase, quality mobile games the main reason for becoming a gaming market is growing, but there is "large enterprises dominate the scene" trend, TOP10 games mobile games market income of 59.4%.
In the game in a large enterprise, two of the most powerful is Ma Huateng of Tencent and Ding Lei, NetEase.
According to the two companies ' earnings, in 2015, revenue for Tencent online game 56.587 billion yuan, hand's revenues amounted to 21.3 billion yuan. NetEase 2015 annual online game net revenue was 17.314 billion yuan, hand totaled 9.8 billion.
Gaming revenue of the two companies reached 52.3% of the whole games market, tour revenue is higher, at 60.5%. If the deferred income, or not to account, or not consumed by user items of prepaid income, share will have to reach 70%.
The APP Store has always been a battleground list, Tencent, NetEase is long-term, large-scale PA list. Gamma data says January 2016 iOS in the top 20 best-selling games, Tencent, NetEase took over 60%, and occupied 9 share of top 10. Fantasy westward journey and the westward journey is a long one or two in the past year.
Tencent, NetEase is not easy
NetEase game smooth transition in the mobile games, Tencent's pressure.
In 2015, while Tencent hand income of 21.3 billion yuan, an increase of 53%, but the percentage decline in 2014 as compared 10%. In 2015, the Tencent hand includes only industry for 40% income, but last year the proportion is close to 51%.
And 2014, beginning in the fourth quarter, Tencent has modified the revenue rule, exclusive mobile game developer revenue share with third parties, and channel costs are recognized as revenue costs, instead of income credits. This amendment for 2015 Tencent hand rising incomes also had little impact.
If under the old calculation method Tencent hand revenue industry share, relative to the rate of decline in 2014 is even greater. Due 2015 year tour revenues improve, high base, another reason is the rise of NetEase, Tiger's snatch.
NetEase game research-oriented, erupted in 2015 is two games since the Institute ends tour of IP, the fantasy westward journey since its launch, has been among the world top 10 iOS application monthly income. Tencent's last year of six dragon dance 3D ', ' the legend of Mir and the King of fighters 98, I called MT2 and other products with high income, the majority are based on agent-oriented. Removed to developers share competition pure profits, NetEase's threat even more.
This pressure peak by December 2015, in addition to the fantasy westward journey and westward, occupying the first and second, a proxy NetEase's veer from the millions of Arthur became bestseller in third, achieved three kills. Tencent games does not play a great role in the breakthrough many times.
But NetEase is not without its own problems, as mentioned by NetEase, Tencent is only likely to challenge it. Although the fantasy westward journey and westward, to achieve a fighter for a long time, and head products, is taking the "heroic" line. But out in the TOP10, TOP20 charts, Tencent dominated.
App Annie 2015 according to the year 2015 hits China's income rankings, fantasy westward journey and the westward is the first and last respectively, but Tencent occupy the second, third, v, such as the eighth and Nineth 5 seats. And two West of absolute ACE after the CP played, NetEase games sustainability issues are also a concern.
Total war
For Tencent and NetEase, 2015 is just the beginning, and not only in the hands of the war tour.
NetEase for two consecutive side tour after the success of IP based access to explosive, 2016, the tit and similar first appears on the ends tour of IP and development.
Tencent swimming in the end chose to follow the tactics on the IP, but the practice is developing its own agent and channel advantage, combined with other end of tour companies, developing classical end tour IP against NetEase. And cooperation of the swordsman and love hand in Xishan, and the cooperation of the journey is the mobile version of the giant, cooperation with the tour and a grand new Tian long BA BU mobile and the legendary world tour.
Swim and NetEase will end IP based on hand as key strategy for 2016. Are in different places, NetEase's adaptations are mainly concentrated in their own end tour on the IP. NetEase in the year 520 press conference, announced to the world, the ghost, and the Datang is matchless and the town of magic song ends tour of IP of the tour product launch plans, its end tour field of IP into a comprehensive tour, trying to copy the size double the success of journey to the West.
In addition, on the second element, such as shooting segments, Tencent and NetEase published a lot of product planning. The most spectacular competition, may have to be considered, based on the change and create sandbox game of the competition.
Mojang my world on the Chinese mainland after a five-year exclusive operating rights granted to NetEase, Tencent for construction type of sandbox games immediately launched an investigation, said Tencent also appears ready to make a similar sandbox game of the my world.
On the new platform, Tencent and NetEase also began the competition. November 2015, Tencent issued ministationg micro-host, officially entered the host game, then VR SDK due out in December, and ministationg as the VR development platform available to developers, integrating both host and VR development.
NetEase is looking on top of the VR game's development. At the Google I/O Developer Conference, held May 19, NetEase Games Google Mobile VR platform "Daydream" only on the first elected city, game manufacturers, end of the VR game pioneer (Twilight Pioneers) will be listed in November 2016 Daydream platform synchronized with Google.
Slowly we are all each other?
Total war and tit-for-tat at the same time, there is no denying that more and more like Tencent and NetEase.
In 2014, the NetEase registered just released 10 tour started, almost monthly pace of 1. However, by the year 2015, the figure has soared to more than 80 types, from the original monthly, to at least 3-4 per month. Slowing down again by 2016. End of July 2015, Tencent is the spirit of "not pursued and the pursuit of quality" approach, the monthly 3-4, 1-2 a month.
Now NetEase and Tencent have maintained almost one quarter of 10~15 rhythm.
Other than the closer to rhythm. As stated above, Tencent with NetEase focuses on the development of end travel IP, NetEase also stepped up mild types of games in development, there is mutual interest of the second element, as well as shooting games, categories are becoming more like each other.
Is famous for its severe self-developed games and NetEase, Tencent and specializes in casual games and agents, channels, also started slowly towards integration.
Tencent has gradually in recent years severe games, tour agents not only a lot of severe hand, also working on heavy research and development. NetEase in addition to outside the leisure development, is to increase the proportion of agents, turned to research, agency, also began to focus more on the traffic problems.
At its annual Conference on May 20 announced the strongest army, the mood of war ', ' dance ', ' HIT and the dawn Warrior x Warrior, iron and the different dimension zhanji and the outfit zhanji and the monopoly on 9 of 9 products.
While Tencent's most important pan entertainment strategy based on the IP and this year was highlighted by NetEase. For example Kyushu DreamWorks announced that it would start the Kyushu? Sea Shepherd book of shadows tour linkage issue project. Create the LU Xiaofeng, the three young master of small knife, sword, dagger and dagger novels such as the Chu Liuxiang IP, television NetEase has unveiled his "Promethean" began experimenting with resource integration in this area.
腾讯网易，谁才是游戏之王？ -
腾讯游戏,网易游戏,手游 - IT资讯
在游戏圈有句流传特别广的调侃，“中国只有两家游戏公司，一家是腾讯游戏，一家是其他”。但是2015年，这句话变成了“中国只有三家游戏公司，一家是腾讯游戏，一家是网易游戏，一家是其他”。
虽然网易游戏一直被认为是中国仅有的能抗衡腾讯游戏的公司，但是这种威胁从来没有像去年一样来得激烈。甚至在App Annie 2015年11月的数据报告上，网易还一度超过腾讯，成为iOS渠道全球手游收入最高的公司。
网易去年推出的《梦幻西游》、《大话西游》两款手游不仅实现了月均近8亿收入，《梦幻西游》更是霸占AppStore中国区畅销榜榜首超一年之久，直到上周才被腾讯独代、巨人研发的《征途》挤到第二位。而与此同时，网易在中国区独立代理运营的《守望先锋》也宣布了全球销量700万份，预计收入超15.7亿元的好消息。
除了榜单之争再升级之外，腾讯和网易也分别在今年3月和5月公布了自己的游戏战略规划。如果说2015年还只是两家公司在手游领域的竞争，那么2016年恐怕就是一场“游戏之王”的全面竞争。
马、丁二人分天下
据游戏工委发布的《2015中国游戏产业报告》显示，2015年，中国游戏市场年收入达1407亿，同比增长22.9%，增速放缓但依然保持高速。
其中端游收入为611.6亿，同比增长仅0.4%。页游为219.6亿元，同比增8.3%。手游为514.6亿，同比增速为87.2%。游戏工委称，端游进入“固守”阶段，精品移动游戏成为推动游戏市场增长的主要原因，而且出现“大型企业控场”的趋势，TOP10游戏占移动游戏市场总收入59.4%。
在游戏大型企业中，最强的两家就是马化腾的腾讯和丁磊的网易。
据两家公司的财报显示，2015年，腾讯网络游戏的收入为565.87亿元，手游的收入为213亿元。而网易2015年全年在线游戏净收入为173.14亿元，手游总营收达到98亿。
两家公司的游戏总收入达到了整个游戏市场的52.3%，手游营收占比更高，达到了60.5%。如果加上递延收入，也就是未到账、或者说未被用户道具消耗的已充值收入，份额恐怕要达到七成。
而一向都是兵家必争之地的APP Store榜单，腾讯网易更是长期大规模霸榜。伽马数据称，2016年1月份iOS游戏畅销榜前20中，腾讯网易占据了六成以上，而前10名中霸占了9个份额。《梦幻西游》、《大话西游》在过去一年更是长期占据一二名。
腾讯承压 网易也不轻松
网易游戏在手机游戏上的顺利转型，给了腾讯不少压力。
2015年，虽然腾讯手游收入213亿元，同比增长了53%，但是行业占比率却相比2014年下降了近10%。2015年，腾讯手游仅囊括了行业40%的收入，但是去年这个比例接近51%。
而且2014年第四季度开始，腾讯修改了收入计算规则，将独家代理的手机游戏与第三方开发商的收入分成，以及渠道成本确认为收入成本项，而非原来的收入抵减项。这项修改对于2015年腾讯手游收入的增加也有着不小影响。
如果按照旧的计算方法，腾讯手游收入的行业占有率，相对于2014年下降的幅度恐怕更大。原因有2015年手游总收入的快速提升，基数变大，另一个原因就是网易的崛起，虎口抢食。
网易游戏以自研为主，2015年爆发的两款游戏都是自研的端游IP，《梦幻西游》自发布以来，一直位居全球iOS应用月收入排行榜前10名。而腾讯去年的《六龙争霸3D》、《热血传奇》、《拳皇98》、《我叫MT2》等高收入产品，大部门都是以代理为主。除去给开发商的分成，比拼纯利润，网易的威胁更大。
这种压力在2015年12月达到顶峰，除了《梦幻西游》和《大话西游》占据第一第二外，网易代理的《乖离性百万亚瑟王》成为畅销榜第三名，实现了三连杀。腾讯系的游戏多次突围都没有起到太大的作用。
但是网易也并非没有自己的问题，正如前面提到的网易还仅仅是有可能挑战腾讯而已。虽然《梦幻西游》和《大话西游》实现了长期霸榜，头部产品突出，走的是“英雄主义”路线。但是放在整个TOP10和TOP20榜单，腾讯占据绝对优势。
App Annie 2015年的数据显示，2015年热门游戏中国收入榜单，《梦幻西游》和《大话西游》分别是第一和第四，但是腾讯占据了第二、第三、第五、第八、第九等5个席位。而且双西游的绝对王牌CP打出了之后，网易游戏持续性的问题也受到关注。
全面战争
对于腾讯和网易而言，2015年只是个开始，而且战争不仅仅局限在手游。
在网易连续两款端游IP的改编获得爆发式成功后，2016年，这种争锋相对和相似首先出现在端游IP的开发上。
腾讯在端游IP上选择了跟随战术，但具体做法却是发扬自己的代理和渠道优势，联合其他端游大厂，开发经典端游IP，对抗网易。和西山居合作《剑侠情缘手游》，和巨人合作《征途手机版》，与畅游和盛大合作《新天龙八部手机版》和《传奇世界手游》等。
而网易也将端游IP改编手游作为2016年的重点战略。不同的地方却是，网易的改编主要集中在自己的端游IP上。网易在520年度发布会上，就公布了《天下》、《倩女幽魂》、《大唐无双》、《镇魔曲》等端游IP的手游产品发布计划，旗下端游IP全面进军手游领域，试图规模复制双西游的成功。
除此之外，在二次元、射击类等细分领域上，腾讯和网易都公布了不少产品规划。最瞩目的竞争，恐怕还要算是，以改变和创造为核心的沙盒类游戏的竞争。
Mojang将《我的世界》中国大陆地区为期五年的独家运营权授予网易后，腾讯立刻就针对建造类沙盒游戏展开了调查，有消息称腾讯也似乎准备做一款类似《我的世界》的沙盒游戏。
而新平台上，腾讯和网易也开始了竞争。2015年11月，腾讯发布ministationg微主机，正式宣布进军主机游戏，随后于12月份发布VR SDK，并表示ministationg将作为VR的开发平台提供给开发者，将主机与VR两者结合发展。
网易还是把目光放在了VR游戏的研发上面。在5月19日举行的谷歌I/O开发者大会上，网易游戏成为了谷歌移动端VR平台“Daydream”上的唯一首批入选的大陆游戏厂商，VR游戏《末日先锋（Twilight Pioneers）》将会在2016年11月份与谷歌Daydream平台同步上市。
慢慢我们都成了彼此？
全面战争和针锋相对的同时，不可否认腾讯和网易也越来越像。
在2014年，网易全年仅发布了10款手游，几乎是每月1款的节奏。但是到了2015年，这个数字却飙升至80多款，从原来的每月一款，到每月至少3-4款。到2016年又再度放慢下来。而2015年7月底，腾讯也本着“不追求数而追求质”的方针，由原本每月3—4款，变成了每月1—2款。
目前网易和腾讯都几乎维持在一个季度10~15款产品的节奏。
除了节奏越来越近之外。如同上文所说的，腾讯跟随网易重点开发端游IP，网易也加大了对中轻度游戏类型的开发，还有双方共同感兴趣的二次元以及射击游戏，品类上他们也越来越像彼此。
以重度游戏和自研著称的网易，和擅长休闲游戏与代理、渠道的腾讯，也开始慢慢走向融合。
腾讯最近几年逐渐重视重度游戏，不仅代理了很多款重度手游，也在进行重度游戏的研发。而网易除了向休闲拓展之外，更是加大了代理的比例，转向了自研、代理并重，也开始更多地关注流量问题。
5月20日的年度发布会上就公布了《最强军团》、《战意》、《劲舞团》、《HIT》、《勇士X勇士》、《钢铁黎明》、《异次元战姬》、《番号战姬》、《大富翁9》等9项代理产品。
而腾讯最重要的以IP为核心的泛娱乐战略，今年也被网易重点提及。例如宣布将与九州梦工厂合作启动《九州?海上牧云记》影游联动大发行项目。打造《陆小凤》《三少爷的剑》《小李飞刀》《飞刀又见飞刀》《楚留香》等小说IP，网易影视也已经对外公布了自己的“普罗米修斯计划”开始尝试这一领域的资源整合。