On the afternoon of August 29th, the daily economic news TMT series salon game industry and capital + "game industry critical point is coming?" theme salon was held in Beijing. If you think that this is just a salon to talk about the game, it is really a lot of big coffee to attend. In fact, the entire salon is divided into three major topics, covering IP, VR, e-sports, intelligent hardware, data applications, platforms, incubators, capital and other fields, almost all aspects of the game-related industry chain.
On the afternoon of August 29th, the daily economic news TMT series salon game industry and capital + "game industry critical point is coming?" theme salon was held in Beijing. If you think that this is just a salon to talk about the game, it is really a lot of big coffee to attend. In fact, the entire salon is divided into three major topics, covering IP, VR, e-sports, intelligent hardware, data applications, platforms, incubators, capital and other fields, almost all aspects of the game-related industry chain.
The most important thing is to bring together the big coffees in these different sub-areas. If you don't agree with each other, you will tear this picture~~~~ Of course it won't appear. However, in a relaxed atmosphere, they really broke the spark of thinking. There are a lot of dry goods. The reporter first completed a small goal: to give the dry goods in the dry goods to everyone.
Yin Di, Vice President of Perfect World
In recent years, the game industry is in the fast lane of rapid development, IP, pan-entertainment, cross-platform, including video game fusion, movie-visual linkage, VR games, and e-sports, etc., new trends are constantly emerging, and the game industry is also emerging. In the past, a single development pattern has evolved toward a more social, intelligent and multi-entertainment direction.
IP will be a core competency in the new gaming era. Need to develop deeper and farther for high-quality IP. Big IP development is to integrate a variety of IP resources, based on this, accelerate the innovation of game content, technology, culture, etc., and ultimately form a strong IP competitiveness, attract the entire game, and even the different levels of the pan-entertainment industry chain. Power to link and cross-border integration.
Tan Yanfeng, Vice President of Shanda Games
In this era, especially in the mobile game era, IP determines influence. But there are two concerns: First, the IP price is too high. That is, since IP does not have a so-called objective data model to measure its value, in the past few years its price has also risen, even some out of the rational category; Second, many IP in the process of productization, in fact, there will be some shoddy. That is to say, many companies have taken IP in the past few years. In the past few years, they should continue to be productized. However, the success rate of productization may be extremely low. After the market capacity is occupied by some large IPs, the market capacity is limited.
Lan Zhaoying CEO Ren Zhaonian
We copied things from the past, and now we buy a valuable thing. Let’s say we take a TV series to make our own game, save a little market cost, and further develop, you will find that if the kernel of the game makes some changes, this game is even more It’s fun, it’s more integrated with its drama. These things are always developing. I think this game will definitely do better, so the market will continue to grow in size. IP is not necessarily expensive, but it is worth it if you think it is worth it.
We bought some comics, made movies, made online dramas, and we found that in the current market situation, you extend to the supply chain, and watching the game alone seems to be not enough. I think most of them are in some difficulties. They need to seek some breakthroughs, use the things developed by young people, make online dramas, do movies, and see if there is any possibility of making games. We can make this industry chain entertaining. Throughout, the entire chain becomes.
Xu Songsong, Senior Marketing Director, Iqiyi Game Division
On the IP issue, we have eaten the sweetness. Last year, we made the game of "Flower Thousand Bone". We didn't think so well on the first day of the launch. Quite frankly, the success story of "Hua Qian Bone" is a retrogression. Many of the things we have done have been done by the company. There is nothing special about it. When we look at the concept of interactive video games, we find it very difficult. Not only can you copy them, we can't copy them.
When we are doing an interactive product, one word that is very concerned is called controllable. What is controllable? Any product involving IP, there will be a lot of people involved, and the money involved will be very much. I hope this process is controllable. From several links, the first link, IP itself, we are getting a lot of IP. At the time, there will be an assessment. The aspects of the assessment include many. It is possible to broadcast on TV, which broadcast, when to broadcast, which actors to perform, including its production team, spend money, and even this IP is being produced. Before, public opinion was the first reference. In the second step, the material is controllable during the development process. Take the example of "Flower Thousand Bone". When the team got this IP, they got all the scenes and plots. The growth route of the whole character was done by IP itself. Another very exaggerated example, its IP can be synchronized with the plot, such control can make our income turn over several times in a day.
Feng Xun Xun Digital Entertainment CEO Wu Ji
I feel that I can feel that everyone is very confident about the 200 billion (market size). With the words of Wang Jianlin today, 200 billion is a small goal that we can achieve.
I am very grateful for this arrangement, which allows me to hear different sounds from games, movies, mobile internet and pan-pop entertainment. Their respective angles are different, but I can feel the same way, the IP industry has passed the blind era of overheating, and everyone is pursuing more extreme IP development.
Hard Egg Technology CMO Liu Hongwei
After listening to a few guests sharing, I basically understand one thing. It is actually very difficult to see the success of Hua Qian Gu. From the choice of IP, evaluation, the time period will be very long. I think the hard-boiled platform can actually do something social and cross-border. In fact, this kind of big investment, its derivative only interacts between the shadow and the game. If you can go further, the production of derivatives, especially smart hardware, is it better to share its revenue or cost? There may be more resources to connect and more control.
On the other hand, we all have so many IPs in hand, so much good content, the release of these things, combined with intelligent hardware, has become a more profitable sustainable point. It is impossible for these intelligent hardware companies to purchase IP. Is there a better split mode? We can do such an integration in the future.
General Manager of Gamma Data, Wang Xu
This year we will focus on three hot spots: IP, eSports and VR. First, the new game's dependence on IP is very high. Now the IP of the end tour is a potential value. If you don't have this IP in the past, you may not be able to buy it today. In the field of e-sports, it is predicted that there are potential hundreds of millions of users, and at the same time, the revenue of 2016 esports games is at least close to or close to 50 billion. The current game industry faces several major problems: the amount of production, the high cost of going online, and the fierce competition.
In the recent research or chat with the game company, I also found that some companies bought some products, which were bought by real money, but they did not go online. Why? Because the cost of going online is even higher than the amount I buy.
Ai Media Consulting CEO Zhang Yi
We just watched the Olympics some time ago. This Olympic Games has also produced many interesting topics. Especially since the Olympic Games has been closely combined with live broadcast and VR, it should be said that this Olympic Games has forgotten the gap of the Chinese Army Gold Medal. The last time in the past ten years, the gold medal was the least, but the Chinese people did not remember it, but remembered the action of a star who used new technology and used new gameplay.
This Olympic Games shows us a very perfect direction, VR. Today, we are all around the game industry and VR. Every year and the next three or four years, it will grow by tens of times. This is very huge data.
Du Xinying, Executive Director of Heroes Entertainment
We also started doing VR and live streaming. The concept is very hot, and the daily life is very poor. I know that the VR app for 100,000 days is good, and the mobile game is good. We still look at the user experience, where can attract users and attract the long time of users.
We have been publishing mobile games for many years. In the process, we found that there are two types of products, one is like a book, and one day it will hit the head. Another type of game is called the core gameplay experience game, which relies on the core gameplay and has been running forever. For each game form, whether it is an end tour, a page tour or a mobile game, it will eventually go through the process of buying a book and choosing an experience to persist. In fact, we are not a new concept. E-sports has been booming in the end-game market for a while, but because of its historical reasons, it has encountered a certain depression. Why do we think that e-sports will rise this year? Because the popularity of mobile phones far exceeds the popularity of PCs that year. Taking on the game form of the PC in the past, we feel that esports games are another kind of game that can really glue users together.
Tentacle TV COO Li Qiang
In the VR field, because it does not have a mature model after all, it is impossible for many investors to vigorously promote the development of this matter. There are actually some companies in foreign countries, such as Microsoft and Sony. They have high-end hardware devices and their investment is huge. At present, it is very difficult to see such a situation in China. For the fine or advanced design of the whole hardware, the domestic overall is relatively low-end, the most is the one-piece machine or experience hall, but the fully-formed VR experience equipment is relatively backward in China. This piece actually needs more capital investment.
Ant Vision Founder and CEO
From the hardware point of view, VR is still at a very early stage; from the game field, if (VR game) is compared to mobile games, it is now in a stage similar to the early game, and the standard has not yet formed. VR will become similar to the mobile game market in the future. There are two main types, one is a mobile phone-based VR device, and the other is a mobile phone integrated device. Its current experience is suitable for watching video. If it is a game, the effect may not be perfect. This is the current VR. The stage of development on the hardware.
Agras CTO Zhang Peng
VR was the hottest in the capital market last year. There may be more than a billion plates this year, and there may be tens of billions of plates in the next few years. VR has a long way to go. Now the whole industry has not had a big development period. Everyone is trying to find a route that VR can generate huge market in the future, and is still trying to find this route. What kind of results will be produced in the end is hard to predict, but since there are so many people who are optimistic about this, then I believe it will have a bright future.
Miracle Games CEO Ouyang Kai
The latest data released by Microsoft is that Microsoft currently has 350 million devices running win10. Basically, the win10 store currently has a volume of 6.5 billion.
Win10 is relatively fast in the whole of Europe and the United States, and the number of users of win10 in the Chinese market is over 60 million. The mobile phone side of Microsoft's strategy is driven by windows, the external mobile phone market launched an iconic product for different user levels. This is our summary of the whole report, win10 is the fastest popular system, for developers, you can achieve one-click conversion, the mainstream engine, a programmer can convert it in two weeks.
Li Zhenhai, Vice President of Investment, Side Ventures
After the second half of 2014, the real economy entered a stage of shrinking. This time has extended. It should have started in the second half of 2012. My impression is very deep, and the exit channel of capital has been blocked. Until now, the real economy we have seen is still not optimistic. The reason why there have been more cross-border entry into the game industry has been due to the fact that the real economy is very pessimistic.
Han Fu Capital Investment Director Wang Xia
We started to make some layouts at TMT early this year, and the game is our direction. We mainly focus on growth and maturity, and finally do mergers and acquisitions. There are more new boards on the game company, and we are more inclined to increase the number of motherboards. Now that the game targets are getting less and less, not so hot, we are slowly sorting out some companies that have grown up in the game industry.
Investment Funding Managing Director Wan Fang
From the perspective of game companies, until now, few investment companies and mergers and acquisitions have been made. We are watching together with VR projects on both sides of the country and North America, and it is obvious that it is now in the middle of the cold wave.
The business logic of the game is relatively clear. The cash flow is the most direct. There are two kinds of survival. One is that the product itself has a certain income, and the five or six million waters cover its cost. Very good, at least there is no pressure on life. When it is generally financed, if you want to open a new product line and want to buy an IP for a new layout, for this purpose or to get financing in this regard, we are not inclined to invest in this. Because I only have two steps in the game, one step is the angel round, you vote a little, then when it grows, its growth has been proved, and financing is needed when expanding the product line. We think it is a better stage.
If we go up again, we really want the capital to work. We are also watching, but the direction of the policy is wave after wave. Because I know the game better, the relationship with the founder is better, to a certain stage, support him. In fact, I basically look at the projects introduced by acquaintances or acquaintances in the game field. Everyone knows the details. Let's say that there are more games and games.
Luo Bin, CEO of Microsoft Accelerator China
Microsoft's VR device was first implemented in the United States in May of this year. This is very clear. This is only for developers. It is a teaching aid or an experimental instrument. This is not a product. why? Because we all know that AR, VR or MR, etc., in fact, there are many interesting sayings in the industry, you cover all the outside scenes of AR, it is VR. You make VR a bit more transparent, it is AR, that's it. The concept of AR and VR or the implementation of AR and VR, if you can accept the user's interface is relatively poor, you may spend 10 dollars and 20 dollars in Shenzhen to buy. But this is not our purpose. What is our purpose? Looking for a good AR and VR scene, this scene really shows the next two generations or three generations, we call strategic long-term products. How many years is the strategic long-term product limited? 5 to 7 years, I want to develop a 5 to 7 year future interface, can not be without hardware, so there is this thing, this is not for everyone to use every day, why? It is not human enough. With the medium-priced sensor I can do now, the CPU carries this thing, 3000 yuan.
As far as investment is concerned, in fact, when any winter arrives, spring is not far away. During this period of quiet period, (yes) make preparations and accumulations for the next wave of tides. As for the direction of e-sports, VR, etc., there is not much new content at present. For the platform, the main consideration is how to put these things together in the new game platform. Make an investment to see which project runs faster and which one can be accepted by the user. The new direction of the game is still explored by the game team.
Yuge Capital Investment Director Zhu An
In the specific investment project, I have recently touched a lot of the second element. I think the second element is actually a vertical field of IP. The population of the second element is increasing, and the user of the second element is very sticky. There will be spending power in succession, and I think it is a very promising direction. However, many domestic secondary elements are not professional, and the second class is not as crazy as Japan. I think users still have to develop. If the team has a focus on this one, it will work in China.
I can't deny this industry. This is a very promising thing. What I want to see is something that you really take root in, such as virtual reality, researching hairstyles, clothes and many other things. It is very important that you have something to do with your own.
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