Casual Connect - Hype vs Real Deal (Asia)

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The future is rushing at us faster than ever. PC Games move back into the browser as Facebook keeps growing, Android & iPhone blasts the smartphone market wide-open, iPad surprises everyone by being desired & useful, radical new user input devices get everyone off the couch, normal people are spending millions on “virtual goods”. So…which of these things are meaningful to the casual game business? Our panel of experts pull out their crystal balls to predict how existing and emerging trends will impact the casual games business in Asia and beyond. Panelists: Vishal Gondal, CEO & Founder, Indiagames Ltd. James Gwertzman, GM Asia/Pacific, Popcap Games Noritaka Kobayashi, VP Business Development, GREE Josh Larson, President, Mochi Media Moderated by: Stanley Adrianus, CEO & Founder, Gamenauts

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Hype vs. Real DealAsia Edition

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Panelists/Oracles

• Vishal Gondal CEO & Founder - Indiagames

• James GwertzmanGM Asia/Pacific - Popcap Games

• Noritaka KobayashiVP Business Development - GREE

• Josh LarsonPresident - Mochi Media

Moderator:• Stanley Adrianus

Founder & CEO, Gamenauts

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The Future is Mobile

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Mobile Market: $7.5 Billion by 2015

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Effect on other industry sectors

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Effect on other industry sectors

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Disney buying Indiagames.EA buying Popcap.

GREE buying Funzio.Zynga buying 1 GAZILLION developers.

More coming in the future…or just hype?

Game Company Acquisitions

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Android

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Android in Asia

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Hang on a sec…

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Future outlook vs iOS.

$$$ - will it ever match iOS?

Fragmentation – will it get any better?

Better fit for Asian market?(lower cost, penetration, carrier partnerships etc.)

What’s the verdict on Android?

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Gotcha GACHA!Panic in JP Social Games?

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Fallout of Gacha-Gate

What will the real effect be for the social games market in Japan and elsewhere?

More governments stepping in to regulate?

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GREE & DeNA in the West

Will they dominate the Western & other Asian markets?

US acquisitions (ngmoco & Open Feint) – has it been or ?

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Zynga in Asia

What will it take for Zynga to win Asian markets?

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Bonus Question!

Who will win big FIRST globally?

ZYNGA vs GREE vs DeNA

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Trading Card Games

#1 genre in Japanese mobile games.

Doliland - $26 million USD revenue in a month.

Dragon Collection - 20 Million Users.

Will the genre catch on in new territories?

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Facebook entering China

Is it really happening?

What should we expect in terms of platform

for games?

Easier for Western social games to enter Chinese

market?

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Game Piracy in Asia

Still a big problem or have we defeated it?

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Cross platform games

Worth the extra effort?

PC/Mac iOS Android

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Location Based Games

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iTunes + App Store + SmartTV = Winner?

Next Frontier of gaming?Killer of consoles?

“Real” Apple TV

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Games as Entertainment Brands

aka Rovio Factor

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Still too early (again)?

HTML5 Games

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Bonus Topic: The next BIG market in Asia

India? Vietnam? Indonesia?

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Questions?