Portable Gaming Spotlight, 2Q13 August 2013M&P... · • The smartphone installed base grew to nearly 1.25B in 2Q13 • The consumer tablet installed base topped 180MM in 2Q13

© 2014 App Annie & IDC | Do Not Distribute

Portable Gaming Spotlight, 2Q13 August 2013


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1 Installed Base Trends 2 2Q13 Gamer Spending Deep Dive 3 Key Themes & Takeaways, 2Q13


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Worldwide Smartphone Installed Base Shares, 1Q13 & 2Q13

0%

25%

50%

75%

Android iOS Symbian All Others

1Q13

2Q13

+1.6 pts -‐2.0 pts +0.1 pts +0.4 pts

•  Android extended its lead by 1.6 share points •  BlackBerry & Windows-based devices comprised most of “All Others” •  The smartphone installed base grew to nearly 1.25B in 2Q13 •  The consumer tablet installed base topped 180MM in 2Q13

Source: IDC, 2013


4

0

2

4

6

8

10

12

Nintendo 3DS Sony PlayStaKon Portable & Vita

Nintendo DS/DSi

Millions (U

nits) 1Q13 2Q13

•  Hardware platforms

span all SKUs * This slide now reports combined

packaged game shipments & digitally-purchased copies of these same games (titles that only receive digital distribution

are excluded).

Worldwide Gaming-‐OpBmized Handheld Packaged Game Shipments & Digital Full Game Sales Volume, 1Q13 & 2Q13*

•  Overall, card/disc shipments were roughly flat compared to 1Q13 •  The gaming-optimized handheld installed base was ~200MM in 2Q13 •  Digital sales advanced incrementally

Source: IDC, 2013


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•  Games continued to lead app store growth in 2Q13 •  Games represented ~40% of downloads in both app stores •  Google Play spending was driven by games even more so than was iOS •  Includes all applicable smartphones & tablets, plus iPod touch

Worldwide Share of iOS & Google Play Downloads & Consumer Spending AQributable To Games, 1Q13 & 2Q13

0%

25%

50%

75%

100%

iOS App Store Google Play

Games: Share of App Store Downloads

0%

25%

50%

75%

100%

iOS App Store Google Play

1Q13

2Q13

Games: Share of App Store Consumer Spending

Source: App Annie, 2013


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Worldwide Portable Game Consumer Spending, 1Q13 & 2Q13

0

50

100

150

iOS App Store Google Play Gaming-‐OpKmized Handhelds

Inde

xed Co

nsum

er

Spen

ding on Gam

es

(iOS 1Q

13 inde

xed to 100)

1Q13 2Q13 •  Gaming-optimized

handheld revenue includes packaged & digital

•  All ad revenue excluded

•  Game spend on Google Play surpassed that of gaming-optimized handhelds in 2Q13

•  Both iOS App Store and Google Play grew game sales from 1Q13 to 2Q13

Source: App Annie & IDC, 2013


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0%

25%

50%

75%

100%

1Q13 2Q13 1Q13 2Q13 1Q13 2Q13

North America

Western Europe

Asia-‐Pacific

Rest of World

+2.4 pts

+4.8 pts

iOS App Store Games

Google Play Games

Gaming-‐OpKmized Handhelds

+1.4 pts

Portable Game Consumer Spending Shares by Region, 1Q13 & 2Q13

•  Asia-Pacific gained in share of consumer game spending on both Google Play and iOS App Store

•  Western Europe rebounded in the gaming-optimized handheld category



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Rank iOS App Store Google Play Gaming-‐OpBmized Handhelds

1 Clash of Clans Supercell, Finland

Puzzle & Dragons GungHo Online, Japan

Tomodachi Collection: Shin Seikatsu (New Life)

N3DS; Nintendo, Japan

2 Puzzle & Dragons GungHo Online, Japan

Candy Crush Saga King, United Kingdom

Animal Crossing: New Leaf N3DS; Nintendo, Japan

3 Candy Crush Saga King, United Kingdom

윈드러너 (Windrunner) for Kakao

WeMade, South Korea

Luigi's Mansion: Dark Moon


4 Hay Day Supercell, Finland

쿠키런 (Cookie Run) for Kakao

Devsisters, South Korea

Donkey Kong Country Returns 3D


5 The SimpsonsTM:

Tapped Out Electronic Arts, United States

마구마구 (Fives) 2013 for Kakao

CJ E&M, South Korea

New Super Mario Bros. 2 N3DS; Nintendo, Japan

•  = New entrant to Top 5 in 2Q13 (not in Top 5 for 1Q13)

Top 5 Grossing Portable Games Worldwide by PlaYorm, 2Q13



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•  Google Play game spending surpassed that of gaming-‐opKmized handhelds in 2Q13

•  Consumer spending on games for iOS App Store & Google Play combined rose to 4x that of gaming-‐opKmized handhelds

•  Games represented over 40% of app downloads and over 70% of app revenue in both the iOS App Store and Google Play

•  Google Play game revenue conKnued to come mostly from the Asia-‐Pacific, especially Japan & South Korea

•  Gaming-‐opKmized handheld spending grew in Western Europe

•  Nintendo 3DS conKnued to lead in gaming-‐opKmized handheld so_ware spending

Key Themes & Takeaways, 2Q13


@lewisAWard @AppAnnie

[email protected] [email protected]

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Portable Gaming Spotlight, 2Q13 August 2013M&P... · • The smartphone installed base grew to nearly 1.25B in 2Q13 • The consumer tablet installed base topped 180MM in 2Q13