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530. It is quite scary (Chapter 1)(1/2)

"Data shows that in July 2009, the global revenue ranking of Chinese game publishers.

In the second quarter, a total of 14 Chinese manufacturers were shortlisted for the top 100 global game publisher revenue list, attracting a total of US$12.26 billion, accounting for nearly 29% of global game publisher revenue.”

Although it seems that 14 manufacturers in China were shortlisted for the top 100 and created terrible data that accounted for nearly 29%, in fact, the real terrible thing here is Bomi.

One Bomi directly dominated the list and pulled the others far away, which led to the situation that seems to be so good at data now.

This has raised the overall level of Chinese game manufacturers.

According to the players, a king appeared among the pile of bronzes.

By the way, the Bronze King level actually appeared a long time ago. In the DOTA game developed by Bomi, judging the player's level is divided according to bronze, silver... kings.

So now the king brings bronze, or XX is very powerful, that means he is the king in this field. On the other hand, if it is very trash, he is bronze, or fights against the Five Slags...

Bomi is equivalent to a person holding up China's signature, allowing the whole world to see this game giant in the East.

The reason why Bomi has achieved such good results is mainly due to the huge role played by several ace products.

One is the money-making machine of World of Warcraft, and then Minecraft. These two games are called Bomi's Golden Double World.

The two worlds directly contributed more than 50% of Bomi's games, and it is conceivable how powerful the money-making ability of these two products is.

Since the Burning Expedition started, World of Warcraft is now basically at its peak, and its position in the online gaming world is unshakable.

"Minecraft" is better than all ages and has a large enough user base.

"From 2008 to the first half of 2009, the scale of Chinese game users maintained a steady growth, with a user scale of 266 million, a year-on-year increase of 4.22%. At the same time, in 2008, the actual sales revenue of Chinese game market was 196.513 billion yuan, an increase of 17.826 billion yuan over 2008, a year-on-year increase of 16.40%.

From the perspective of player gender, male players dominate, while female players change slightly, and basically remain stable.

As of June 2009, male players in my country accounted for 61.7% of male players and female players accounted for 38.3%.

In the ranking of monthly active users of mobile game APPs in September 2021, the monthly active users of Honor of Kings are far ahead, reaching 149 million, followed by Peace Elite and Happy Xiaoxiaole, with MAUs of 74.99 million and 55.67 million respectively.

With the rising demand for female players in gaming and the diversified matching of game products, it is expected that the female mobile game market will reach a scale of 100 billion yuan in 2012."

After summarizing the game, Liu Zhiping changed his conversation and moved to the company's mobile game business.

Bomi's mobile game business was launched very early. When the company released its first Bomi smartphone in 2007, the game was tied together, but it was not worth making money.

Because several games at that time: "Fruit Assassin", "Monument Valley", "Anger Birds" and "Thunder Fighter" were free games given as gifts, which was equivalent to adding more people to buy Bomi smartphones.

Later, in order to make this profit as soon as possible, Bomi later launched some mini games and apps on smartphones, which symbolically charged some purchase fees.

These purchase fees may only cost a few dollars, or even 1 dollar, so you can't make a lot of money at all.

It is also written quite clearly on the company's financial report

In the second quarter of 2009, the revenue of Bomi mobile game business was less than 20 million. If the development costs and maintenance costs were eliminated... then it would basically cost millions.

I took out mobile games alone because the market in this area is too special. It has only been more than two years since the advent of smartphones and the user scale has not been cultivated yet, so there is no question about the size of the game market.

"After two years of development, we can see that the global smartphone user base has grown from 0 in early 2006 to 367 million now.

So far, it has maintained rapid growth.

The number of mobile phone users in early 2008 was 112 million, but now it has reached 367 million, which has grown rapidly almost at a rate exceeding Moore's Law. It is expected that by the beginning of next year, the number of smartphone users will reach 500 million."

Not only Bomi's smartphone users, but also many Apple mobile phone users, as well as LG and Samsung... and other manufacturers' mobile phone users, and a small number of superimposed people. If the weight is removed, the number of natural people may not be that large.

But this is already a very terrible number.

This shows that people around the world have a very strong demand for smartphones, and this demand is still growing and is far from being met.

I don’t know how many manufacturers are jealous of it and want to grab this piece of cake, but they started late. Now they can only catch up and try their best to eat the last bit.

Liu Zhiping continued, "Then correspondingly, when the number of mobile phone users reaches a certain number, our mobile game business is expected to usher in a strong growth period.

Judging from the data, the number of mobile game users in last year should be 8 million worldwide. As of June this year, the number of mobile game users has expanded to nearly 18 million, almost twice that of last year. Now, 2009 has just passed half.

The number of mobile game users in China accounts for about 40% of the world's number of users, and now there are nearly 7.4 million mobile game users. It is expected to increase to nearly 15 million by next year.

So far, the global development of the mobile game market is still in a relatively early stage, and there is great potential that has not been discovered.

In 2008, the global mobile game market size was only US$600 million, which was close to the market size of 5 billion soft girl coins. Our company's turnover in mobile games is about 20 million per year, and there is still a lot of potential to be tapped."

Liu Zhiping said this in a rather concise way, and did not specifically talk about how many games there are. It was just a brief introduction. It mainly analyzes it from a macro level and says some beautiful words so that everyone can rest assured about this market.

Because the company's financial report disclosed later still reflects the company's business content. After all, Bomi is now a listed company. Whatever it has done and what the future expectations of these modules are, it will face all shareholders and the market. According to Liu Zhiping's words, no matter what the current performance is, you must be full of fantasy to give market confidence and investors confidence.

Only in this way can the company's stock price rise and make more money from the financial market.

What Liu Zhiping told at the president's meeting today is the internal version of the company, which is used for data analysis for everyone.

In the published financial report version, some parts that exceed the planned profit will be taken in the future.

All major companies do this in order to prevent problems before they happen.

Make the financial report look better.

For example, if your income in the first quarter is very high but the second quarter is not very ideal, then there will be a big turning curve in the financial report, which can easily cause panic among shareholders. In this case, when making financial reports, you can first not report part of the revenue in the first quarter, and then spread it into the second quarter, creating a stable and slow upward trend that will remain stable in the second quarter, and then investors will be full of confidence.

This is how the penguin where Cao Yang was in his previous life did. The income of King of Glory was very high during the Chinese New Year. Maybe players had recharged a lot of money and could earn more than 500 million in just one week. However, the financial report may be about 200 million or 300 million. The remaining part must be counted on the future books, which is why.

Because you don't know which day the performance will be problematic.

Preparing for the future is part of a good company operation.

...

Um……

Cao Yang remained silent and his brows frowned slightly.

He was quite dissatisfied with the development of this market.

Because the potential of the mobile game market is too great, it’s just that there hasn’t been too much resources and energy yet.

Looking back at that time, in 2021, the number of mobile game users in China alone was as high as 666 million. For countries with a total population of 1.4 billion, almost half of the people in the whole nation were playing mobile games.

Some of the data statistics may be inaccurate enough, because some gray mobile games cannot be counted, such as mahjong and gambling games in various places...

Cao Yang's mother herself likes to play mahjong on her mobile phone, and set up a small group with her mahjong friends, and then check out on WeChat.

This part of the users are very large, but they have not been counted.

Then it is very likely that the population of mobile games has exceeded 1 billion.

And how big was the mobile game market at that time?

The global mobile game market size in 2021 has grown to 564.4 billion yuan. What a terrible number, which is more than the current global game market.

Once the mobile game is done, it will become Bomi's next growth explosion point.

According to Cao Yang's plan, the company's mobile games can independently become a growth engine in the future.

And now...

The company can only achieve a mobile game business of tens of millions of dollars. It is conceivable how dissatisfied Cao Yang is.

Um……

I feel sorry for myself if I don’t dig out three to five billion in the future!

Cao Yang held his hands and showed an evil smile on his lips, which made Liu Zhiping, who was doing a report work, trembled in his heart.

"Um……"

It's time for them to know what a real mobile game is.

...

The current development of mobile games is mainly restricted by two aspects:

The first is the hardware constraint. The smartphone has only developed two generations of models since it was manufactured in 2006 and officially launched on the market.

Moreover, the chip used is only at the 90nm level. You should know that in 2021, it can be compressed to about 4nm.

The changes occur at exponential levels.

So so far, the gaming performance that smartphones can support is very limited.

There is still a long way to go in terms of hardware.

On the other hand, it is on the Internet. It will not take long for the country to launch 4G networks. It will take some time to fully build and popularize it. According to Cao Yang's estimate, this time will not be too long. It is expected that by the second half of next year, the national 4G coverage rate will be almost completed.

Until then, mobile games, especially online mobile games, will attract a huge explosion period.

So what Bomi needs to do now is to prepare in advance.

There are several moves to make preparations in advance. One is to improve the hardware level and improve the performance of the next generation of Bomi smartphones by a few levels. On the other hand, it is to invest in the development of mobile game projects as early as possible, and then when external conditions are met, it can explode and seize the market.

...

After talking about the game, Liu Zhiping summarized other modules of the company one after another:

The company's financial technology and enterprise services revenue in the second quarter of 2009 was 48 billion yuan, accounting for 13% of the total revenue.

What does this mean?

The main one is the strategic department led by Liu Zhiping, who uses the company's strategic investment money to do business, such as investing in some companies and products that strategic departments believe are relatively high in return, and then sell the shares of these companies at appropriate times to generate profits.

Or after investment cooperation, enjoy dividends from product profits.
To be continued...
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