Dean Takahashi over at VentureBeat pulled together a great story on game industry investments in 2010 noting that:

ABI Research released a new report called Gaming in the Cloud that outlines their estimates of online gaming through 2015. Key points include:

The overall online game market is expected to eclipse $14.5 billion in 2010
The overall online game market is expected to grow to just over $29 billion by 2015 (14.8% CAGR)

Casual gaming is expected to account for nearly $7 billion of the 2010 revenue

Casual gaming will be more than $15 billion in 2015 (16.8% CAGR)

The MMO market is expected to be $7.6 billion for 2010 and $14 billion by 2015 (12.8% CAGR)

Home Media Magazine reports new Screen Digest numbers on the size of the home set-top box market. Global set-top box shipments:

  • Were 195 million in 2009
  • Are 180 million units for 2010
  • Will grow to 206 million units in 2014 (4% annual growth rate)

The pay-TV industry is expected to account for almost 2/3 of the total every year between 2010 and 2014.

From 2009 to 2010, HD STBs increased from 50% of the market to more than 60%

By 2014 HD STBs will account for 70% of total set-top value

According to Forrester Research, the amount of time people spend on the Internet:

  • Has increased 121% since 2005 over the last five years
  • Personal internet use is 12 hours per week for18-30 year olds
  • Personal internet use is 8 hours per week for those 66 and older
  • 33% of adults surveyed said they watched video on the Internet in 2010
  • 18% of adults watched video on the Internet in 2007

According to Juniper Research, the annual market for in-app ads  is expected to be:

  • €2 billion for 2010
  • €8.5 Billion by 2015

Nintendo today announced that they sold 2.7 million Wii™ and Nintendo DS™ systems in November. This includes:

  • 1.2 million Wii systems
  • More than 1.5 million Nintendo DS systems

“According to our internal numbers, Nintendo sold 600,000 Wii systems during Thanksgiving Week alone, an increase of 50,000 over 2009,” said Charlie Scibetta, Nintendo of America’s senior director of Corporate Communications.

Digitimes reports that the iPad 2 will arrive in February 2011, based on Foxconn’s manufacturing volume.

iPad channel sales and shipments from supply, 2Q10-4Q10 (m units)
2Q10 3Q10 4Q10(e) 2010(e)
iPad channel sales 3.3 4.19 7-7.5 14.49-14.99
iPad shipments from supply 3.3 6 6.5-7 15.80-16.3

Source: Component makers, compiled by Digitimes, December 2010

Apple will start selling the iPad in South Korea and Latin America in Q4, which will grow the international market for tablet PCs.

Back in October, Gartner estimated the tablet market at 154.2 Million units in 2013 and 19.5 million in 2010 (80% of which will be iPads = 15.6 million units). In November, Oppenheimer & Co. released a report that forecast shipments of tablet devices would be:

  • 15.1 million units in 2010
  • 115 million in 2014 (66.5%. CAGR)
Revenue is expected to reach:
  • ~$55 billion in 2014 ($11.4 billion in profit)
  • $9.5 billion in 2010 ($2.8 billion in profit)