Contenu connexe Similaire à Investing in South East Asia casual game Industry (20) Investing in South East Asia casual game Industry1. Casual Connect Asia 2012
@antonnyliem
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
2. • 36 yrs old ex hardcore gamer turned
casual gamer (but still hardcore on FPS)
• From IT – Advertising – Digital
Advertising - Incubator (IT again)
• CEO of MerahPutih Incubator, the first
Indonesian Digital Startup Incubator/
Investor
@antonnyliem
• NOT a professional conference speaker
(have my day job) but love to share and
discuss Indonesia digital
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
7. Too BIG to ignore.
South East Asia
consist of 11
countries with a total
of more than 605
million population.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Wikipedia as of May 2012
8. Here’s where the
GROWTH are.
South East Asia still have many room for economic growth for the
emerging markets.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Wikipedia as of May 2012
9. Internet population is
RISING across SEA.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Internet World Stat as of May 2012
10. Internet penetration still
BELOW potential.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Internet World Stat as of May 2012
11. South East Asians are
definitely ONLINE.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Nielsen Study
12. Not only
that, we
are
social.
A total of more
than 105 million
people in SEA are
on Facebook. And
it’s still growing.
POPULATION in SEA, MAR 2012
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Internet World Stat as of May 2012
13. almost all are on facebook.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Internet World Stat as of May 2012
14. Online & mobile games are the
new norm.
The global video games will grow to 82 Billion with 50% contribution from mobile and
online games.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Digi-capital
15. And ASIA will be
the key driver of the growth.
According to a recent report by Niko Partners, the 6 countries in SEA game revenue will
grow to 1 Billion USD by 2015.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Digi-capital
16. SO, WHY ARE WE HERE?
11 Countries
605 million people
157 million internet population
105 million Facebook population
100 million mobile internet users
50 million current casual gamer*
100 Million casual gamers by 2015*
1 Billion USD revenue by 2015*
Copyright ©2012 Merah Putih Incubator. All Rights Reserved *Source: Niko partners report
18. excellent.
Where do
I sign?
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
19. that
simple.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
27. • Indonesia is currently the largest economy in South East Asia
• With a population of almost 250 million people, Indonesia is also the largest market
• Indonesia has a big and growing medium class economy and young generation
• Indonesian are very active online and technology
• Game industry have struggled with piracy, content, technology and payment
• Year 2011 saw a real growth in social game industry in Indonesia
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
28. Major Publishers (and more coming)
Boleh Game
Global World Tech
Wave Game
Lyto
Infomedia Nusantara
Kreon
Dream Web Tech
Jaspace
Serenity
Play On
Megaxus Infotech
Apple Tree
Games.co.id
Datakom Wijaya Pratama
Match Move
Game Studios
A Box
Caravan Studio
Main Game Studio
Sangkuriang Studio
Agate Studio
Cartix
Matahari Studios
Toge Productions
Altermyth Studio
Divine Kids
Max Studio
Touch Ten
AMP
IPlayAllDay
Menara Studio
Wandah Flash
Art & Logic
Loki Laki Studio
Mint Studio
Wreckers Game Studio
BGLS
Lucidrive Studio
NightSpade
etc
Major Payment Gateway (more coming)
Indomog
Gudang Voucher
Unipin
MOL
Investors on the ground
East Ventures
Gree Ventures
Invest Ideas
Merah Putih Inc
Cyberagent Ventures
Nusantara Ventures
Ideosource
Batavia Incubator
GDP Ventures
Project Eden
Bandung Ventures
Recruit Global Investment
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
45. Source: Nielsen report
• Smartphone (Android especially) is getting a strong popularity
(49% of total SEA market)
• 80% plus penetration in Singapore and Malaysia
• Smartphone price average 309USD in the region and falling
(GfK report)
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
46. • Facebook Mobile is gaining more traction, mobile social game
is yet to be born
• Vietnam is unique with their own SNS
• Twitter are popular in Philipines and Indonesia
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
48. • Mig33 is the most popular mobile social network platform in Indonesia with
35 Million users (60% of their total user number)
• Majority of users are the lower income mass, very loyal and active
• Introduced API and developer platform last year
• Working together with GREE for social games
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
51. 73% of Top 30 are Games, 9 out of Top 10 are
Games, mix between action, puzzle and RPG
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
52. 70% of Top 30 are Games, 8 out of Top 10 are
Games. Indonesian do buy games!
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
53. Indonesia Overview
LOCAL GAME STUDIOS
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
58. Several Game Studios recent
Investment in Indonesia:
1. NightSpade – East Ventures
2. Soybeansoft – East Ventures
3. Touch Ten – Ideosource
4. Kark – Ideosource
5. Glass Finger – Project Eden
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
59. Expect all the troubles
of investing :
• Market
• Finding Founder
• Product
• Valuation
• Terms
• Legal
• Tax
• Setting up team
• Building business
• Exit
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
62. 1. SEA is still a young market in casual
game.
2. Many challenges exist, it’s a wild wild
west
3. Local IP might not be able to sustain
the attack from global brands
4. HUGE opportunity in mobile
5. Localization of global game can be a
good entry and learning point
6. Events management of global social
game is also a potential
7. Digital advertising is still rising rapidly
8. Investor need to find a good local
partner investor
9. Look for longer time horizon in return
10. Help the ecosystem and develop
strong local IP
Copyright ©2012 Merah Putih Incubator. All Rights Reserved
64. @antonnyliem
Mindtalk: @smutz
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