This represents 30% of all TVs shipped in the country in the quarter
Lenovo recently launched a SmartTV that features an embedded system by JiaJia TV, which is a lite gaming console on a chip within the SmartTV. This means Chinese gamers will have a legal alternative to physical game consoles, which are still banned in the country. The Chinese SmartTV console systems likely will become a viable market, potentially even for western games over the next several years. Given the state of play in China, content for now will be homegrown, Chinese content from Chinese publishers.
With streaming online games, there is an emerging market that I predict will start to see parallels in North America and Europe over the next 2-3 years. Expect to see Samsung, LG and Sony watching Lenovo’s moves very closely in China as they all look to embed console technology into their SmartTV offerings as well. By 2015, you should see some high quality games coming to SmartTVs in Europe and North America.
The Wall Street Journal has an article that details the ARPU of mobile social game companies GREE, DeNA and Zynga. Here’s the interesting data:
Total Paying Users
While the GREE and DeNA numbers include the U.S., DeNA has said that the percentage of U.S. players who are buying items has exceeded 3%, and that percentage is spending the same amount as Japanese players.