Cloud Gaming – Thematic Intelligence

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Published: May 15, 2024 Report Code: GDTMT-TR-S507-TH

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Cloud Gaming Thematic Report Overview

Cloud gaming allows video games to be streamed directly from the cloud and played using any device with a display and an internet connection. Its ease of use and flexibility will transform how games are distributed, consumed, and monetized. Cloud gaming’s success depends on the availability of reliable, fast networks, large game libraries, and competitive pricing. Some companies will use ad or usage-based plans to attract casual users. However, data privacy and copyright issues must be addressed if cloud gaming is to flourish.

The cloud gaming thematic intelligence report discusses the streaming technologies and the emerging trends that will impact the gaming industry in the coming years. The report also covers value chain insights, key players, and sector scorecard analysis.

Key Trends ·       Technology Trends

·       Macroeconomic Trends

·       Regulatory Trends
Key Value Chain Components ·       Content Layer

·       Service Layer

·       Connectivity Layer

·       Device Layer
Key Companies ·       Amazon

·       Blacknut

·       Microsoft

·       Nvidia

·       Shadow
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Cloud Gaming – Key Trends

The main trends that will shape the cloud gaming theme in the next 12 to 24 months are classified into technology trends, macroeconomic trends, and regulatory trends.

Technology Trends: The rising popularity of edge computing solutions and mobile gaming is influencing the cloud gaming theme. Furthermore, cloud services, data consumption, and artificial intelligence (AI) will also impact the theme in the coming years.

Macroeconomic Trends: Monetization and dematerialization are the main macroeconomic trends to look out for in the cloud gaming theme in the coming months. In addition, risk to publishers and sustainability trends will also impact the theme at the macroeconomic level.

Regulatory Trends: Data privacy, copyright, and antitrust issues have encouraged regulatory bodies to take strict actions. Geo-blocking will also influence the cloud gaming theme in the coming months.

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Cloud Gaming – Key Value Chain Components

The key value chain components in the cloud gaming theme are the content layer and service layer. connectivity layer, and device layer.

Content Layer: Content, or games, are at the heart of cloud gaming. Content is vital to the success of cloud gaming platforms. Consequently, game developers and publishers will always be both the key enablers and main beneficiaries of the cloud gaming theme.

Game developers and publishers: Cloud gaming is a distribution channel for game developers (the studios that create video games) and publishers (the companies that market video games). Several game publishers are partnering with cloud gaming providers to stay ahead of the competition.

Cloud Gaming Value Chain Analysis

Cloud Gaming Value Chain Analysis

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Cloud Gaming – Competitive Landscape

The key companies that can make their mark within the cloud gaming theme are:

  • Amazon
  • Blacknut
  • Microsoft
  • Nvidia
  • Shadow

Amazon:  In October 2020, Amazon launched its cloud gaming platform, Luna, in the US on an invite-only basis. It offered about 100 games at launch. At the time of writing, Luna features over 300 games across all subscription channels and is available in the US, UK, Germany, Canada, France, Italy, and Spain. Luna offers a diverse game library and features like the Luna Phone Controller, which allows customers to play Luna on Fire TV using their iPhone or Android phone as the controller.

Key Companies in the Cloud Gaming Theme

Key Companies in the Cloud Gaming Theme

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Gaming Sector Scorecard Outlook

The scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen.

Thematic Screen: This screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.

Valuation Screen: This screen ranks our universe of companies within a sector based on selected valuation metrics.

Risk Screen: The risk screen ranks companies within a particular sector based on overall investment risk.

Gaming Sector Scorecard Analysis

Gaming Sector Scorecard Analysis

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Scope

  • This report provides an overview of the cloud gaming theme.

  • It identifies the key trends impacting the theme’s growth over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.

  • It includes a comprehensive industry analysis, including forecasts for cloud gaming revenues to 2030.

  • The detailed value chain comprises four layers: a content layer, a service layer, a connectivity layer, and a device layer.

Key Highlights

Cloud gaming’s success depends on the availability of reliable, fast networks, large game libraries, and competitive pricing. Some companies will use ad or usage-based plans to attract casual users. However, data privacy and copyright issues must be addressed if cloud gaming is to flourish.

The cloud gaming market will be worth over $22 billion in 2030, according to GlobalData estimates, up from $3 billion in 2023. No cloud gaming service has achieved mainstream success yet, with just 6% of gamers globally subscribing to cloud gaming services in 2023.

Reasons to Buy

It is still early days for cloud gaming, but the market is attracting investments from tech giants (e.g., Microsoft, Nvidia) and telcos (e.g., Swisscom, China Mobile). Game publishers like Ubisoft and Electronic Arts are partnering with service providers to strengthen their position in this market. Tencent, Valve, and Netflix also plan to enter the market in the next two years. This report is an invaluable guide to this theme, including analysis of the leading players and forecasts for market growth.

Acer
Airgpu
Akamai
Alibaba
Alphabet
Amazon
Antstream Arcade
Apple
Asus
AT&T
Backbone
Baidu
Baishan
Bandai Namco
Bharti Airtel
Bigben (Nacon)
Blacknut
Boosteroid
BT Group
Capcom
CareGame
CCP Games
China Mobile
China Telecom
China Unicom
Chunghwa Telecom
Cloudflare
Corsair
CyberPower
Dell Technologies
Edgegap
Electronic Arts
Embracer
Epic Games
F5
Fastly
Gamestream
Haima Cloud
Hisense
HP
Huawei
IBM
Ipega
KDDI
Kingsoft
KPN
KT
Lenovo
LG Electronics
LG Uplus
Limelight
Logitech
Loudplay
Lumine (Wiztivi)
Mail.Ru (Playkey)
Meta
Microsoft
MobiFone
MSI
NetEase
Nintendo
Now.gg
Nubia
Nvidia
Oppo
Oracle
Orange
Pefect World
Razer
Reliance Jio
Remedy Entertainment
Roku
Samsung Electronics
Sea
Shadow
SK Telecom
Sony
Sqaure Enix
StackPath
Starhub
SteelSeries
Swisscom
TCL
Telefónica (O2)
Telstra
Tencent
Turtle Beach
Ubisoft
Ubitus
Unity Technologies
Utomik
Verizon
Vivendi (Gameloft)
Vivo
Vizio
Xiaomi

Table of Contents

  • 1 Executive Summary

  • 2 Players

  • 3 Technology Briefing

  • 4 Trends

    • 4.1 Technology trends

    • 4.2 Macroeconomic trends

    • 4.3 Regulatory trends

  • 5 Industry Analysis

    • 5.1 Market size and growth forecasts

    • 5.2 Timeline

  • 6 Signals

    • 6.1 M&A trends

    • 6.2 Patent trends

    • 6.3 Company filing trends

    • 6.4 Hiring trends

  • 7 Value Chain

    • 7.1 Content layer

    • 7.2 Service layer

    • 7.3 Connectivity layer

    • 7.4 Device layer

  • 8 Companies

  • 9 Sector Scorecard

    • 9.1 Gaming sector scorecard

  • 10 Glossary

  • 11 Further Reading

  • 12 Our Thematic Research Methodology

  • 13 About GlobalData

  • 14 Contact Us

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