Meta Universe Games can't save Chinese Game Company

The basis of meta-global games, Chinese game companies can not learn

For now, if you're on the small side, you can add a "meta-edge" to your theme box.

In the game arena, the concept of a meta-world equates to the crypto of wealth. Metaverse is a game about new energy ideas for car manufacturers. Seems like anyone can build a car across the border, but really?

meta-universe game core

high adhesion intensity

Roblox is a game released 17 years ago. After entering the US stock market this year, the stock's price has skyrocketed, and the market is even being overtaken by manufacturers like Nintendo and Activision Blizzard.

Since then, the concept of the meta-world game has been hot. In the A-share market, many game companies are starting to catch up with the concept of global meta. As represented by Zhongqingbao, it was announced that it will launch a meta-space concept simulation game market, and the game is still under development, but the product cannot be confirmed. . However, this makes Zhongqingbao's share price more than three times in 51 working days.

In fact, Roblox has been down since registration and the loss has increased over the years. The loss for the third quarter of 2021 was $ 74 million, less than $ 140 million in the second quarter, but larger than the same period last year.

It is believed that the first part of the meta-world game is not yet viable and that the other meta-world games that are still in the works will bubble up. Should investors be clear on the key to Roblox's reputation? You can then use it to differentiate it from other games that focus on meta-world content that can really improve.

"Mantis Watch" is the 5 most popular Roblox ("Roblox") in the world, LOL ("League of Legends"), Fortnite ("Fortnite"), PUBG ("PUBG Mobile")), WOW ("World") ) Choose your game points. Of Warcraft '), a comparison of international research over the past nine years.

In general, it can be seen that the popularity of the game decreases when you log in, and after reaching the peak, the popularity of the game often tends to decline, but overall Roblox is showing the difference.

Roblox was the first product of the Metaverse games, and after registration, financial data showed that it was not generating stable profits from the sale. However, as pictured above, there are some advantages to Roblox, and the popularity of existing games has grown moderately and can still support user development. .

This change can also occur in Roblox's financial records. Roblox Q3 daily active users reached 47.3 million, up from 31% last year. More importantly, Roblox's daily user experience has not slowed down over the past two years, and its user growth has slowed since last year.

The continued growth of Roblox users regularly reflects the endless possibilities to play in the meta-universe. This is the key to attracting investors and knowledge of the gaming world. However, in fact, it will be difficult for Chinese game companies to learn the key to Roblox development, and even if it does happen, they will have to again face a long cycle.

Chinese game company

Roblox cannot be copied.

In September of this year, "Squid Game" premiered on Netflix, a news site, and in less than a month you can see the stages and events copied from all over the world through big games on the networks. social and in-game. Advertising. This is a screen game.

Roblox has kicked off the second wave of the “Squid Craze,” which allows players to use the platform to rehearse and speed up the show. This phenomenon also explains why Roblox can live forever.

Roblox only considers the role of operating on the platform, and its content is generally User Developed (UCG). Users continue to create games to accommodate current hotspots and improve their gaming experience on the platform. This way it doesn't depend on the unique IP and doesn't require the developer to change it again.

If the game does not come out easily, it should leave the freedom to the users, and the meta-world game will often be presented in the form of a platform. However, as a platform, it can better solve the user mitigation problem, but has to face long-term profitability.

A major game director pointed out, "The idea of ​​making a platform game like Roblox is like making a B-station in the video business." “Mantis Watching” is also one of the reasons why Chinese game companies can't release Roblox, and I think the key to meta-universe games is the way they operate.

First of all, you have to pay a high price to become an employee.

In order to retain users, Roblox decided to distribute Krypton Gold revenue from players to developers to create better content and interact with more players. According to Roblox financial data, the company paid developers $ 130 million in profit this year, five times the value of sales at one time.

The metaverse game reflects a high level of independence and culture, and encourages and enhances users to create virtual friend conversations that rival the game, thus creating the virtuous circle. In other words, game companies need to focus on their work to improve the user experience. Whether it's sharing creative clients with risk management or community businesses, the basis is sacrificing some of the company's profits.

However, Chinese sports companies dare to go in another direction, making the sports theme in pictures, movies, etc., and "go" it on various news, forums, short videos and other platforms. These models promote sports companies. In particular, Sanqi Mutual Entertainment, whose turnover increased from 1.91 billion yuan in 2017 to 8.21 billion yuan in 2020.

There are three main ways to pay for home entertainment. These include prop-based billing, in-game feature billing, and in-game advertising billing. Using King Power as an example, heroes, skins, and runes are basically ways that players eat. In order to increase revenue to cover the cost of promotions, the krypton error occurs more frequently in a variety of home games.

There is a need to continue in the red during the expansion, and this is the only way for gaming company Metaverse. Even if Chinese sports companies have used the content of the global sports meta, it will be difficult to rely on good performance and management supervision, leaving hands to profit quickly.

If you look at it specifically, there are a lot of uncertainties in the game's performance, for example a BUG can have a big impact on the game. Or an unsuccessful operation could ruin Krypton's game and lose users. It will negatively affect the stable performance of this game.

A meta-world game like Roblox needs to start a niche market and needs long-term user training to get the word out. However, running games often crash and you still have to watch them on foot. In the case of our search games, which deal with the concept of the meta-world, in fact, eight characters are not yet written, and it is even more difficult to determine their values.

In addition, the attention of public opinion is to confuse the future of metaverse games.

This metasite game is only in its infancy and could disappear along with extracurricular education and business training if the government introduced restricted activities, such as child restraints, software removal, VAT, restrictions on game version numbers, etc.

meta-universe game

still "premature"

Even the big internet companies have divided the meta-world game.

For example, Tencent has invested in Roblox and Epic Games. We are also developing technology and application related metasites, such as Zhixin Chain blockchain accounting system, virtual human siren, etc.

Ding Lei of NetEase publicly announced that NetEase plans to implement Metaverse at all levels of technology and planning. Suddenly, NetEase can run faster than others.

Mihayou spent $ 89 million to invest in Soul, a social app for the uninitiated exploring the social network of avatars and preparing self-reported procedures for the metaverse game.

ByteDance and Tencent entered the race for the VR hardware supplier PICO. In the end, I spent about 9 billion yuan on shopping to put in my bag. He also invested in Code Chenkun, a mobile games company that owns the UGC “Restart World” production platform.

But at this point, the big manufacturers are clearly spending their money to find time.

Tencent Pages are currently only available for viewing and there is no payment method. The president of ByteDance has said directly that he will not review the merits in five years. Mihayou's virtual character sets the price, but few pay it.

Dachang will often turn the concept of meta-space into products, but marketing is still a long way off. And while A-share game companies still struggle to talk about meta-global games, this is the only lifeline they can support.

For example, the performance of Zhongqingbao Games is amazing. The mid-year 2021 report indicates that 6 of the 12 projects the company has promised to invest are not profitable. Combined with the total decline of the online gambling industry, its performance has been quite disappointing. At this time, the concept of meta-earth falling from the sky, why not rush and exaggerate it?

Companies such as Sanqi Mutual Entertainment, Chuangmeng Tiandi, Dianhun Network and 439 have registered trademarks related to "meta edge". However, at the moment, it is still at the registration stage.

In fact, they are well aware that the metaspace game is nothing more than a super “early kid”. A sports company told the 'Security Daily' reporter that many sports companies are currently planning virtual reality, but said if the metaverse interferes with the metaverse, the company should be very careful, so more action is needed.

"Watch Mantis" believes that technological production is not the biggest problem preventing Chinese game companies from creating meta-playing fields. Because it is considered a metaspace game as long as some are encountered at it. Stadium. However, the meta-world game in China is still risky. The Metaverse and Metaverse games are still very good and may not bring any business benefit to these companies in the short term.

What the Metaverse really embodies is the presence of the VR machine behind it and its potential design capabilities. The success of the game's meta-site is the work of the energy behind it. However, Chinese sports companies have yet to learn how to generate long-term income and promote the sport in the long term.