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CHINA MOBILE MARKET UPDATECHINA MOBILE MARKET UPDATE Copyright 2018 Newzo345671112CHINESE MOBILE GAME PUBLISHERS GOING ABROADConsumer insights, market estimates, and case studiesOTHER MOBILE REPORTS BY NEWZOO:The data in this report is from October2018TABLE OFCONTENTSINTRODUCTION1. RECENT NEWS2. MOBILE DEVICES3. TOP ANDROID AP STORES4. TOP APS: NON-GAMES KnivesOutwasthefirstavailablemobilebatleroyalegameinthecountryandmanyJapanesegamersbelieveittobetheoriginalofthegenre.Thismakesthemleswilingtoswitchto“clone”titlessuchasPUBGMobileandFortnite.WECHATSMINIPROGRAMSREACH200MILIONDAUWeChatreportedmorethanonemilionMiniProgramsand200miliondailyactiveusersofitsMiniProgramsasofearlyNovember2018paredtothebeginingofthisyear,thenumberofMiniProgramsalmostdoubledandDAUincreasedby30milion.Itsservicescovermorethan200industriesinChina.WeChatitselfhadonebilionmonthlyactiveusersasofQ3,a+2.3%increasequarteronquarter.AsthegrowthinWeChatsuserbasehassloweddown,Tencentisincreasinglyinvestinginimprovingtheappsengagementandstickines.MiniProgramshasproventobeoneofthekeymechanismstoachievethisgoal.TENCENTMUSICFILESFORA$1BILLIONU.S.IPOTencentMusicEntertainment(TME),whichownsChinasmostpopularmusicapps,includingQQMusic,KugouMusic,KuwoMusic,andWeSing,hasfiledforaU.S.IPO.Itaimstoraise$1bilion.TencentMusicreported$1.3bilioninrevenuesinH12018,ayear-on-yearincreaseof+92.2%.Interestingly,itslargestrevenuestreamisnotitsonlinemusicservices(29.6%);instead,socialentertainmentservicesandotherstakethehighestshareofTencentMusicsrevenues(70.4%).Itsmusic-centricsocialentertainmentservicesprimarilyincludevirtualgiftsalesandpremiummemberships,bothofwhichareseamlesslyintegratedintothecomprehensiveuserexperience.AsoftheendofH12018,mobileMAUofTencentMusicsonlinemusicservicesreached644milion,comparedtoSpotifys180milion.Payingusersreached23.3milion,comparedtoSpotifys83milion.Infact,thetwoaremutualinvestorsTencentMusicowns7.5%ofSpotify,which,inturn,owns9%ofTencentMusic.2018 | THIRD QUARTERCHINA MOBILE MARKET UPDATE Copyright 2018 Newzo75.6%24.4%52. MOBILE DEVICESOPO BECOMES CHINAS #1 MOBILE DEVICE BRAND *Based on a monthly sample of 350 milion iOS and Android smartphones its market share grew from 10.4% in May 2016 to 24.8% in October and the number of active Oppodevices grew from 96.3 milion to 261.7 milion. OnePlus entered the top 10 for the first time, claiming 0.3% of the market.SHARE OF ACTIVE DEVICES PER OPERATING SYSTEMOCT 2018 | BASED ON AL ACTIVE DEVICES IN CHINAAndroidiOSOppois targeting millennials and generation Z by its constant product development and innovation, which apeals to the younger demographic. Understanding young consumers habits helps Oppobeter customize its products, which, in turn, boosts sales. With a focus on improving core technology, such as camera, Oppoits fulfilling its ambition to become the #1 leading brand in China in terms of monthly active devices. Source: Newzo Global Mobile Inteligence in partnership with: OPPOOppoInc.FEATUREDBRANDCHINA MOBILE MARKET UPDATE Copyright 2018 Newzo63. TOP ANDROID AP STORESInOctober,OpposAppStoreclimbedfourspotstoreach#2,enteringtop3Androidappstoresforthefirsttimein2018.Itscoveragejumpedto12.4%.Thiscameatthecostof360MobileAssistant,HuaweiAppMarket,andXiaomistwoappstores,whichalllostoneposition.HuaweiGameCentersurpassedSogouMobileAssistanttobecomethe#10appstore.TencentsMyApcontinuedtodominatethethird-partyAndroidappstoremarket,butitsmarketsharehasbeenshrinkingsinceFebruary,from25.4%to21.0%inOctober.OPPOS APP STORE ENTERS TOP 3 FOR THE FIRST TIMETOP 10 AP STORES IN CHINABY COVERAGE ACROSS AL ANDROID SMARTPHONES & TABLETS | OCT 2018RANK APP STOREAPP STORE(CHINESE)COVERAGE CHANGE1 MYAP (TENCENT)-21.0% -2 OPPO AP STORE Oppo q 12.4% 43 360 MOBILE ASISTANT 360 m m11.6% 14 HUAWEI AP MARKET g11.3% 15 XIAOMI AP STOREl 10.6% 16 XIAOMI GAME CENTERl $9.4% 17 BAIDU MOBILE ASISTANT m m6.0% -8 VIVO AP STORE Vivo 5.1% -9 VIVO GAME CENTER Vivo$4.9% -10HUAWEI GAME CENTER$4.3% NEWSource: Newzo Global Mobile Inteligence in partnership with: Huawei claims that the new Mate 20 X isa beter portable game device than Switch. The devices big scren, power endurance, and impresive capacity are said to fuel users daily work and entertainment neds, indicating Mate 20 Xs potential to become the perfect game device. October is also the first time that Huawei Game Center entered the top 10 Android ap stores, with a market share of 4.3%.HUAWEI GAME CENTERHUAEIFEATUREDSTORECHINA MOBILE MARKET UPDATE Copyright 2018 Newzo74. MOST INSTALLED APPSTherankingofthetopAndroidappsbyinstallratehasbeenrelativelysteadyoverthepastthremonths.InOctober,iQIYIandQQLiveswitchingplaces.Notably,twoutilityappsenteredthetop10:SogouTypewritingandMobileBaidu,at#7and#9,respectively.Bothappswereinstalledonmorethan25%ofAndroiddevicesO UTILITY APS APEAR ON THE LISTSource: Newzo Global Mobile Inteligence in partnership with: MOBILE BAIDUBaiduFEATUREDAPPTOP ANDROID APS BY INSTAL RATEINSTAL RATEACROSS AL ANDROID DEVICES | OCT 2018RANK APP TITLE APP TITLE (CHINESE)GENREINSTAL RATE (%)CHANGE1WECHATSOCIAL 93.2% -2QQQQ SOCIAL 64.4% -3ALIPAYECOMERCE 53.2% -4TAOBAOmECOMERCE 49.1% -5IQIYI j VIDEO 36.9% 16Q LIVE- j VIDEO 36.7% 17SOGOU TYPEWRITING EUTILITY 31.5% NEW8WEIBOpSOCIAL 28.5% -9MOBILE BAIDUmUTILITY 27.2%NEW10MEITUANvLIFESTYLE26.9% -In Baidus quarterly earnings report, the companyrevealed that its revenues increased by +27% and net profit by +56% compared to the last quarter. This could be atributed to its fast-growing user acquisition, with a DAU base up to 151 milion. Baidu is stil the #1 search engine in China, leading to 100 milion DAU for Mobile Baidu, mostofwhom are seking information, news, and video content. CHINA MOBILE MARKET UPDATE Copyright 2018 Newzo8TOP GROSING ANDROID GAMESOctobersawtwoofNetEasesgamesentertop10:MinecraftandKnivesOutat#.Sandboxgamescontinuetogainpopularity,rivalingtwoMMORPGsthatwereamongtop10inJuly:CrosgateMobileandChuLiuXiang.AnipopsrankhasbeenrisingsinceApril,showingthepotentialofcasualgamestogeneraterevenue.MINECRAFT AND KNIVES OUT GAIN GROUNDSource: Newzo Global Mobile Inteligence in partnership with: MINI WORLDMiniplayFEATUREDGAMEMini World is a fre-to-play sandbox game inwhich players explore and create beautiful and fun 3D worlds together. Mini Worlds rank among top grosing Android games has ben rising since April. This localized version of Minecraft appeals to younger players, outperforming Minecraft in terms of both revenue and MAU. This is partly because it was launched more than one year prior to Minecraft and also because the content is more tailored to Chinese players. However, it hasbeen accused of completely copying Minecraft and has a review of 1.3 out of 10 on Taptap.TOP 10 GROSING ANDROID GAMESBASED ON REVENUES ACROSS AL ANDROID AP STORES | OCT2018RANK APP TITLEAPP TITLE(CHINESE)PUBLISHER CHANGE1HONOR OF KINGS 2TENCENT-2 QQ SPED MOBILE QQf mTENCENT-3 MINI WORLD F WMINIPLAY14 CROSFIRE MOBILE,L( 6)TENCENT45 ONMYOJI| =NETEASE36 MINECRAFT WNETEASENEW 7 KNIVES OUT7NETEASENEW8 FANTASY WESTWARD JOURNEY NETEASE49 ANIPOP 7hh HAPY ELEMENT310HAPY LORD (TENCENT) -TENCENT2CHINA MOBILE MARKET UPDATE Copyright 2018 Newzo9TOP ANDROID GAMES BY MAUInOctober,Tencentcontinuedtodominatethetop10AndroidgamesbyMAU.PUBG-ExcitingBatlefieldsurpassedHonorofKingtobecomethe#1,yetstilstruglingwiththegovernmentregulationsformonetization.MiniplaysMiniWorldandNetEasesMinecraftwerenewcomerstotherankingat#6and#10,respectively.TENCENT CONTINUES TO DOMINATE THE TOP 10Source: Newzo Global Mobile Inteligence in partnership with: ANIPOPHapy ElementsTOP 10 ANDROID GAMES BY MAUBASED ON MAU ACROSS AL ANDROID AP STORES | OCT2018RANK APP TITLEAPP TITLE(CHINESE)PUBLISHER CHANGE1 PUBG -EXCITING BATLEFIELD p 3:OTENCENT 12HONOR OF KING 2TENCENT 13ANIPOP 7hh HAPY ELEMENTS -4HAPY LORD (TENCENT) -TENCENT -5HAPY MAHJONG |TENCENT 46MINI WORLD F WMINIPLAY NEW 7QQ SPED MOBILE QQf mTENCENT 18CROSFIRE MOBILE,L6TENCENT 39PUBG FUL AHEAD p 3: + TENCENT 110MINECRAFT WNETEASE NEW FEATUREDGAMEAnipop is a match-3 game developed by Hapy Elements targeting casual gamers. It has become one of the most popular casual games in China. With 120.6 milion MAU in October, it has always ben among the top 3 Android games by MAU in China. The games simple and easy features make it the game of choice forplayers in their spare time. It also leverages Tencents social network system to acquire even more users. Hapy Elements is optimistic with the games performance and plans to participate with it in the Golden Plume Awards in China in January 2019.CHINA MOBILE MARKET UPDATE Copyright 2018 Newzo10TOP GROSING IOS GAMESTwonewgamesenteredthetop10grosingiOSgamesinOctober:AncientNocturnevbyNeteaseandBatleThroughtheHeavenbyTencentat#3and#5,respectively.Notably,Fate/GrandOrderwentviraloverthemonthduetotheeffectsonsocialmediaofintroducingnewcharacter:QinShiHuang,anancientChineseemperor.ThishelpedFGOclimbfourspotstobecomethe#10grosingiOSgameinOctober.FGO GOES VIRALSource: Newzo Global Mobile Inteligence in partnership with: FEATUREDGAMETOP 10 GROSING iOS GAMESBASED ON REVENUES GENERATED IN THE APLE AP STORE | OCT 2018RANK APP TITLEAPP TITLE(CHINESE)PUBLISHER CHANGE1 HONOR OF KINGS 2TENCENT -2 FANTASY WESTWARD JOURNEY NETEASE -3 ANCIENT NOCTURNEV * cNETEASE NEW4 LANGRISER MOBILE EZLONGAME -5 BATLE THROUGH THE HEAVEN TENCENT NEW6 QQ SPED MOBILE QQfTENCENT -7 FANTASY WESTWARD JOURNEY 2vNETEASE -8 ONMYOJI| =NETEASE -9 MT4MT4 TENCENT 610FATE/GRAND ORDER /3WUHU SHAREJOY NETWORK4ANCIENT NOCURNEVNetEaseAncient Nocturnev is a colectible card mobile RPG published by NetEase. The game is based in the time of the Tang Dynasty and on the stories of Daoism. Gamers hold their Daoist Amulet, open their YinyangEye, and prepare for an astonishing journey into the YaoguaiWorld. Published in mid September, Ancient Nocturnev was already the #3 grosing iOS game in October. Unlike most Chinese games, which focus on social conections, Ancient Nocturnev is set as a single-player mobile game. Gamers speak highly of its graphic designs.
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