In the early trading of June 15th, the concept of cloud games continued to rise. As of press time, Caesars Culture and Shengtian Network have their daily limit, Starlight Entertainment has risen nearly 7%, and many stocks such as Dr. Peng, Shunwang Technology and Haobai Holdings have followed up.
Recently, many Internet giants are gearing up to deploy cloud games.
At 4 o'clock in the morning on June 12, Sony 's latest next-generation host PS5 officially debuted. In more than an hour, Sony brought demonstration videos of many future PS5 games, and released the latest information of PS5.
On June 11, according to the official Weibo of the Tencent game, cloud gaming will be one of the themes of the Tencent game annual conference on June 27. According to data, Tencent has launched START cloud games at the end of last year. Service testing. In addition, according to media reports, the 18th ChinaJoy held in July this year will launch the first "ChinaJoy Plus" cloud exhibition at the same time, presenting interactive entertainment content such as cloud game trials.
News on June 5th, Baidu recently completed the acquisition of Hunan Microcomputing Internet Information Technology Co., Ltd., further strengthening its technical reserves in the field of ARM virtualization. After the completion of the acquisition, Baidu will continue to expand the boundaries of cloud mobile phone services in collaboration with Microcomputing, and create more new value for customers in the 5G era.
On June 3, Netease and Huawei formally signed a strategic cooperation agreement. The two sides will focus on "digital entertainment" innovation, and carry out in-depth cooperation in new technologies and ecology represented by "5G" and "cloud" to jointly promote games and music And education business development. In the secondary market of
, the concept of "cloud gaming" is inseparable from the blessing of 5G technology. Some analysts pointed out that cloud gaming has become an important starting point for 5G promotion. The smooth commercial implementation of 5G in 2020-2021 will greatly improve the network conditions required for real-time operation of cloud games, further optimize user interaction experience, and attract more players to enter the market. . According to data from iiMedia Consulting, China's cloud gaming market in 2018 and 2019 was 630 million yuan and 2.24 billion yuan, respectively. According to iiMedia Consulting, with the help of 5G, the scale of the cloud gaming market in 2023 will hit the 100 billion yuan mark.
Huatai Securities pointed out that the upstream of the cloud game platform industry chain mainly includes game content providers, hardware providers, cloud computing service providers, and network operators, and the downstream is terminal manufacturers and players. The cloud platform drives the upward movement of the game industry. Game content providers will benefit from changes in the industry structure. As an interactive streaming media, cloud games can help liberate hardware demand and have a substitution effect on hardware. Therefore, hardware manufacturers such as terminals and consumer electronics chips May need to deal with potential market shocks.
Guangfa Securities believes that after the outbreak of the overseas epidemic, Chinese game manufacturers will strengthen their logic of going overseas and are expected to steadily increase their share. Since 2019, in addition to the obvious increase in the flow of head products in China, the threshold for overseas head groups has gradually increased. The characteristics of uplift and diversification of categories. In the long run, new technologies (such as cloud gaming and VR) are still in a period of rapid development, and are expected to gradually provide new growth drivers for the industry in the next three years. The current price continues to advise investors to pay attention to the leading players in the game industry: Tencent , Netease , Sanqi Mutual Entertainment , Perfect World, Palm Fun Technology, Gigabit, Heartbeat, Century Huatong, etc.
