4. How
is
your
company?
1. Very
profitable
2. Around
breakeven
3. Not
breaking
even
yet
5.
6.
7. I
spent
most
of
my
working
life
(11
years)
overseas,
especially
in
Japan,
China,
South
Korea
and
USA.
My
cultural
DNA
has
become
rather
complex.
13 Years Across Asia (& some US)"
29. Smaller
guys
• Korea
– Gamevil
$514
million
– Come2US
$458
million
• Japan
– Ateam
$280
million
– Drecom
$270
million
– Crooz
$265
million
– Klab
$187
million
– Enish
$124
million
– Voltage
$50
million
– Cave
$24
million
– Axel
Mark
$24
million
$1B
$1.2B
30. Value
Crea`on
in
Mobile
Gaming
• Japan
$20
billion
• Korea
$1
billion
• Europe
$10
billion
• US
?
• China
?
31. M&As
(for
memory)
• NGMOGO
$303
million
DeNA
(2010)
• OpenFeint
$103
million
GREE
(2011)
• Funzio
$210
million
GREE
(2012)
• Pokelabo
$170
million
GREE
(2012)
• OMGPOP
$180
million
Zynga
(2012)
• GungHo
$265
million*
Sojbank
(2013)
=
$1.2B
33. Other
guys
• Temple
Run
• Gameloj
• Cut
the
Rope
• Talking
Tom
Cat
• Many,
many,
many
others
34. Billion-‐dollar
mobile
genres?
• So
far
all
casual
&
mid-‐core
• Console
/
PC
$1B
categories?
– Almost
untouched
on
mobile
&
tablets
– Shooters,
Racing,
Sports,
Music
&
Dance