On the morning of August 3, Sensor Tower Store Intelligence data showed that global players spent $19.3 billion on mobile games in the second quarter of 2020, up 10.3 percent from the previous month and up 27 percent from the same period last year. By the time the outbreak began to spread in the first quarter of 2020, global players spent $17.5 billion on mobile games, up 6.7 percent from a year earlier and 16 percent year-on-year. In the first half of this year, Mobile game player spending peaked in May at $6.6 billion, up 21.5 percent from May 2019.
As can be seen from the comparison between the two charts of revenue and downloads, the peak of player spending is slightly delayed compared to the peak download volume.
This year, Q1, the global Mobile game download volume experienced explosive growth, reaching 13.4 billion, up 20.7 percent month-on-month and 38 percent year-on-year. Q2Mobile game downloads increased further to 15 billion, up 12.7% month-on-month and 45.2% year-on-year. Mobile game downloads peaked in April, reaching 5.5 billion.
During the outbreak, mobile game with strong social elements saw a significant increase, typically representing the sandbox gaming platforms “Roblox” and Epic Game Fortnite for teenagers.
Mobile game downloads in India have grown by nearly 1 billion.
In the first half of this year, the top three markets for global Mobile game downloads were India, the United States and Brazil, and the q2 downloads in these three markets increased to varying degrees on the basis of Q1.
India went into a blockade at the end of March, with Q1 having nearly 1.8 billion Mobile game downloads and Q2 up 50 percent from the previous month to 2.7 billion. Growth in the U.S. market was relatively flat, with mobile game downloads at both Q1 and Q2 exceeding 1.4 billion. The Brazilian market recorded nearly 1.1 billion downloads in Q1, with Q2 up 9% month-on-month to 1.2 billion. It is worth noting that Brazil’s management measures are less stringent than the first two markets, both in terms of the scope and duration of the blockade.
As an outbreak in China at the end of January and largely eased in April, Q1 China’s App Store Mobile game downloads reached 743 million, down 35.8 percent from the previous month to 477 million.
In the first half of this year, The U.S. Mobile Game, with total revenues of more than $10 billion in the App Store and Google Play, is the world’s largest mobile game market. U.S. Mobile Game revenue reached $5.6 billion in the second quarter, up 24.4 percent from $4.5 billion in the first quarter. Japan ranked second with $8 billion in revenue in the first half, including $4.3 billion in the second quarter, up 13.2 percent from $3.8 billion in the first quarter. China’s App Store Mobile Game posted first-half revenue of $6.7 billion, down 8.6 percent to $3.2 billion in the second quarter, as the blockade and settlement took place ahead of other countries.
Q2 Global Top 10 for 2020.
Tencent’s PUBG Mobile and Peace Elite’s global App Store and Google Play generated nearly $621 million in the second quarter, down 8 percent from $674 million in the first quarter, remaining the world’s highest-grossing mobile game. Its first-half revenue peaked at $270m in March.
Roblox, a sandbox gaming platform for teen players, is one of the fastest-growing Mobile game, with mobile revenue of $302 million in the second quarter, up 58.8 percent from $190 million in the first quarter. During the global embargo, the game’s revenue surged, peaking at $108 million in May, up 188.6 percent year-on-year. Niantic Pok?mon GO is another mobile game with significant growth, with Q2 revenue of $254 million, up 32.7 percent month-on-month. During the blockade in most countries, Pok?mon GO duly adapted its game content to changes in people’s lifestyle and entertainment needs, while ushering in the game’s highest-paid first half to date.
“Fortnite” iOS Q2 took in $146 million, up 110.7 percent month-on-month and topping the App Store Mobile game bestseller list. Thanks to the launch of Party Royale’s new game, as well as in-game activities such as the Travis Scott Astro concert, the game has once again been successful.
The long-term impact of the outbreak on the Mobile game industry.
COVID-19 global outbreak, in the short term will undoubtedly bring a big wave of dividends for mobile games, “home economy” mobile game downloads and revenue are ushering in a large-scale growth. Global Mobile game downloads are expected to exceed our market expectations prior to the outbreak by 2024. On the revenue side, as the outbreak spreads to the real economy shrinking, we expect Mobile game revenue to be in line with our previous expectations over the next four years.