
Thematic Intelligence: Cloud Gaming
Description
Thematic Intelligence: Cloud Gaming
Summary
Cloud gaming will disrupt the video games industry, just as video and audio streaming changed the music, film, and TV industries. Its ease of use and flexibility will transform how games are distributed, consumed, and monetized.
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.
- 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.
- 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.
Table of Contents
47 Pages
- Executive Summary
- Players
- Technology Briefing
- What is cloud gaming?
- How does cloud gaming work?
- Cloud gaming will be extremely disruptive
- The future of cloud gaming
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Industry Analysis
- Market size and growth forecasts
- Timeline
- Signals
- M&A trends
- Patent trends
- Company filing trends
- Hiring trends
- Value Chain
- Content layer
- Game developers and publishers
- Service layer
- Cloud gaming providers
- Cloud services
- Connectivity layer
- Content delivery networks
- Telecom networks
- Device layer
- Companies
- Sector Scorecard
- Gaming sector scorecard
- Who’s who
- Thematic screen
- Valuation screen
- Risk screen
- Glossary
- Further Reading
- GlobalData reports
- Our Thematic Research Methodology
- About GlobalData
- Contact Us
- List of Tables
- Table 1: Technology trends
- Table 2: Macroeconomic trends
- Table 3: Regulatory trends
- Table 4: Key M&A transactions associated with the cloud gaming theme since January 2012
- Table 5: Companies
- Table 6: Glossary
- Table 7: GlobalData reports
- List of Figures
- Figure 1: Who are the leading players in the cloud gaming theme, and where do they sit in the value chain?
- Figure 2: Conventional gaming versus cloud gaming
- Figure 3: There are two approaches to cloud gaming
- Figure 4: Cloud gaming will generate $22 billion in revenue by 2030
- Figure 5: With 687 million subscribers, cloud gaming will represent 17% of global unique gamers by 2030
- Figure 6: The cloud gaming story
- Figure 7: Cloud gaming-related patenting activity has grown rapidly since 2019
- Figure 8: Figure 9: Asian technology companies lead in cloud gaming-related patent publications
- Figure 10: Figure 11: Mentions of cloud gaming across all sectors peaked in 2022 but dropped in 2023
- Figure 12: Figure 13: Cloud gaming-related hiring grew steadily between Q3 2019 and Q4 2022
- Figure 14: The US has the most cloud gaming-related jobs
- Figure 15: The cloud gaming value chain
- Figure 16: The cloud gaming value chain - Content layer: Leaders and challengers
- Figure 17: The cloud gaming value chain - Service layer: Leaders and challengers
- Figure 18: The cloud gaming value chain = Connectivity layer: Leaders and challengers
- Figure 19: The cloud gaming value chain - Device layer: Leaders and challengers
- Figure 20: Who does what in the gaming space?
- Figure 21: Thematic screen
- Figure 22: Valuation screen
- Figure 23: Risk screen
- Figure 24: Our five-step approach for generating a sector scorecard
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