11. Open Market started to Bud
App Store, Launch on July 2008
„Com2uS goes into App Store on Dec 2008‟
Android Market, Launch on Aug 2008
„„Com2uS goes into App Store on Dec 2009‟
“Minimum Cost, Maximum Revenue”
12. Achievements @ Global Open Market
* Excluded Domestic Android Market like T store
17+1
Apple App Store (13+1)
Android Market (4)
Listed Game
893,000
Paid Downloads
3,712,000
57억원
Total Downloads (Incl. Light version)
Total Revenue
As of Aug 25, 2010.
13. We need to
prepare for
Smart Phone
Games.
Why?
14. Mobile Game & User population Keeps Growing
The size of the Global Mobile Game Market
150
100 millions
100
85.8 98.0
50 73.9
61.9
50.4
Source : PWC, Screendigest
0
2007 2008 2009 2010(e) 2011(e)
US Mobile Gamers, 2008-2014
Millions and % of the population
2008 2009 2010 2011 2012 2013 2014
Mobile Gamers 45.6 57.4 64.0 72.8 79.0 88.0 94.9
% of mobile phone users 20.0% 24.0% 26.0% 29.0% 31.0% 34.0% 36.0%
% of population 15.0% 18.7% 20.6% 23.2% 25.0% 27.5% 29.4%
Note : CAGR (2009-2014) = 10.6%
Source : eMarketer, July 2010
15. Games are on the move to Smart Phones
Mobile Subscribers Who Have Played Games at Least Once During the Month
58,603
50,932
45,236
Feb-09 Feb-10
29,538
-13%
21,395 Total U.S.., Age 13+
13,368 Source : comScore MobilLens
-35% +60%
Total Non-Smart Phone Smart Phone
Mobile Game Play Frequency
3 Months Ending February 2010
Once to three times 8.2% Total U.S.., Age 13+
throughout the month 17.4%
Source : comScore MobilLens
At least once each week 5.0%
16.4%
Almost every day 2.4% Non-Smartphone
13.3%
Smartphone
Ever in month 15.7%
47.1%
16. U.S. Portable Game SW by Revenue
Power of Smartphone Games
iPhone,
5%
iPhone,
19%
PSP, 20%
PSP, 11%
Nintendo
SMART Nintendo
DS, 75% DS, 70%
2008 2009
Source : Flurry Analytics
17. U.S. Mobile Gaming Revenues, by Segment, 2009-2014
$1,514.0
(millions and CAGR) $1,376.7
$185.9
$1,173.4 $147.5
$1,028.6
$106.7
$849.0 $76.2
$627.7 $55.5
$1,328.0
$35.5 $1,229.2
$1,066.8
$952.4
$793.4
$592.2
2009 2010 2011 2012 2013 2014
Paid Ad-supported
Ad-support will nearly double in importance, accounting for 6.5% of revenues in 2010
and 12.3% of the total in 2014
Note: paid revenues CAGR(2009-2014)=17.5%;ad-supported revenues CAGR(2009-2014)=39.2%; total revenues
CAGR(2009-2014)=19.3% Source: eMarketer, July 2010
18. Proportion of Free vs. Paid @ Open Market
As of May 2010, US
Apple App Store - iPad 26% 76%
Apple App Store - iPhone 29% 71%
BlackBerry App World 26% 75%
Google Android Market 60% 41%
Nokia Ovi Store 28% 74%
Palm App Catalog 31% 69%
Windows Marketplace 22% 79%
0% 20% 40% 60% 80% 100% 120%
Percentage Of Free Applications Percentage Of Paid Applications
DISTIMO REPORT, June 2010
24. The bigger, The better
HOMERUN BATTLE 3D
2010. 4
2009. 6
DEMO 1‟ 05”
25. The Power of iPhone OS @ Game market
2008 U.S. Video Game SW by Revenue 2009
Portable, iPhone
20% OS, 1% Portable,
24%
iPhone
Console, OS, 5%
Console, 71%
79%
U.S. Portable Game SW by Revenue
PSP,
PSP, 20% iPhone 11%
iPhone
OS, 5% OS,
19%
NDS, NDS,
75% 70%
Source : Flurry Analytics
26. iPad Effect @ Mobile Game Industry
1 One Source Multi Use
2 Higher Average Selling Price
3 Stealing Sales of other Devices
28. DISTIMO REPORT, August 2010
Highest ranked paid applications - Apple App Store for iPad (US, July 2010)
Rank Application Category Price
1 Pages Apple Inc. Productivity $9.99
2 Modern Conflict™ HD Clickgamer.com Games $2.99
3 Osmos for iPad Hemisphere Games Games $4.99
4 Angry Birds HD Chillingo Ltd Games $4.99
5 GoodReader for iPad Good.iWare Ltd. Productivity $0.99
6 Shrek Kart ® HD Gameloft Games $4.99
7 Numbers Apple Inc. Productivity $9.99
8 Keynote Apple Inc. Productivity $9.99
9 Brain Challenge® HD Gameloft Games $4.99
10 Emerald Observatory for iPad Emerald Sequoia LLC
Utilities $0.99
Highest ranked paid applications - Apple App Store for iPhone (US, July 2010)
Rank Application Category Price
1 Angry Birds Clickgamer.com Games $0.99
2 Doodle Jump - BE WARNED: Insanely Addictive! Games $0.99
3 Fruit Ninja Halfbrick Studios Games $0.99
4 Doodle God™ JoyBits Ltd. Games $0.99
5 FatBooth PiVi & Co Entertainment $0.99
6 Skee-Ball Freeverse, Inc. Games $0.99
7 The Oregon Trail Gameloft Games $4.99
8 Wheel of Fortune Platinum Sony Pictures Television Games $4.99
9 Cake Doodle Shoe The Goose Games $0.99
10 Best Alarm Clock + Weather and Temperature myNewApps.com Productivity $0.99
29. Average Price of Application @ Open Market
As of July 2010, US
6.29
Apple App Store - iPad
5.01
2.15
Apple App Store - iPhone
4.31
5.61
BlackBerry App World
6.68
4.57
Google Android Market
3.23
2.65
Nokia Ovi Store
2.68
3.07
Palm App Catalog
2.43
5.44
Windows Marketplace
5.72
0 1 2 3 4 5 6 7 8
Average Price Top 100 Paid Applications Average Price All Paid Applications
DISTIMO REPORT, August 2010
30. Average Price of Com2uS Apps
$2.79 $5.99
a little bit higher ASP than that of App Store
31. EXAMPLE : OCEAN BLUE
2010. 4 Launch with iPad
Category : Entertainment
Price : $9.99
33. Stealing Sales of e-Reader, Portable Game Consoles
Which of the following devices would you not buy after owning an iPad?
Smart Phone 22%
MID 24%
Gaming Console 27%
MP3 Player 29%
Netbook/Laptop 32%
Portable Gaming Device 38%
E-Reader 49%
0% 10% 20% 30% 40% 50% 60%
Resolve Market Research June 2010