全球游戏控制台行业市场前景及投资研究报告-培训课件外文版2024.5索尼土星

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TRENDSGameconsolesCHAPTER

01OverviewRevenueofthevideogameconsolesmarketworldwidefrom2018to2028(inbillionU.S.dollars)Globalvideogameconsolesrevenue2018-2028302526.2225.7425.2724.824.1123.7123.2721.3420.12016.8616.35151050201820192020202120222023202420252026202720283Description:Theglobalrevenueinthe'GameConsoles'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal2.5billionU.S.dollars(+10.54percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach26.22billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'GameConsoles'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuegrowthofthevideogameconsolesmarketworldwidefrom2019to2028Globalvideogameconsolesrevenuegrowth2019-202825%20%20%15%10%5.4%4.3%5%2.4%20241.9%20251.6%20221.5%20261.4%20271.4%20280%-5%-7.8%2019-10%2020202120234/statistics/1196093/revenue-growth-video-game-consoles-worldwideIn2023,theglobalvideogamingconsolemarketisprojectedtoincreaseby4.3percentcomparedtothepreviousyear.In2027,theannualgrowthofthegamingconsolehardwaremarketisprojectedtoslowtoanannualgrowthrateof1.4percent.

ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsAveragerevenuepercapitaofthevideogameconsolesmarketworldwidefrom2018to2028(inU.S.dollars)Percapitarevenueofthevideogameconsolesmarketworldwide2018-20283.53.273.243.213.173.113.093.063.02.52.01.51.00.50.02.832.692.282.23201820192020202120222023*2024*2025*2026*2027*2028*5Description:Theaveragerevenueoftheglobalvideogameconsolesmarketincreasedin2022tooverthreeU.S.dollarspercapitafromaround2.8U.S.dollarsinthepreviousyear.Thewillincreaseslowlyoverthecomingyearstoreach3.27U.S.dollarspercapitaby2028.ReadmoreConsumerMarketOutlookestimatesthattheaveragepercapitarevenueNote(s):Worldwide;2018to2028;Home,handheld,andhybridconsolesSource(s):ConsumerMarketInsightsRevenueshareofthevideogameconsolesmarketworldwidefrom2018to2027,bysaleschannelRevenueshareoftheglobalvideogameconsolesmarket2018-2027,bysaleschannelOfflineOnline120%100%26.4%31.1%38%80%60%40%20%0%43.3%44.6%48.4%50.6%52.8%53.5%54.6%73.6%201868.9%201962%56.7%202255.4%2023*51.6%2024*49.4%202147.2%2025*46.5%2026*45.4%2027*20206Description:In2018,over73percentofthehomegameconsolerevenuegloballycamefromofflinesaleschannels,whileonlinesaleschannelsaccountedforaround26.4percentofthatyear'shomeconsolerevenue.By2025,theestimatesthatrevenueshareofonlinesaleschannelsgloballywillexceedofflinechannelstoaccountfornearly53percenttheglobalhomegameconsolerevenue.ReadmoreNote(s):Worldwide;2018to2027;HomeconsolesonlyConsumerMarketOutlookSource(s):ConsumerMarketInsightsCurrentgenerationvideogameconsoleunitsalesworldwidefrom2017to2023(inmillionunits)Current-genvideogameconsoleunitsalesworldwide2017-2023NintendoSwitchSonyPlaystation528.47XboxSeriesX/S24.43025201510519.3319.0716.3713.9113.1212.7210.1720238.678.598.534.373.063.1502017201820192020202120227Description:NintendoSwitchwasthebest-sellingvideogameconsoleworldwidein2022,sellingover19millionunitsacrosstheglobe.Oneofthelatestentrantstothemarket,theSonyPlayStation5,soldaround13.9millionunitsin2022.AsofAugust2023,PlayStation5wasthemostsellingcurrent-gengameconsoleglobally.ReadmoreNote(s):Worldwide;2017to2023Source(s):VGChartzCHAPTER

02RegionalmarketsRevenueofthevideogameconsolesmarketintheUnitedStatesfrom2018to2028(inbillionU.S.dollars)VideogameconsolemarketrevenueintheUnitedStates2018-2028HandheldConsolesHomeConsolesHybridConsoles109871.71.76.71.76.51.71.61.75.821.84.865432101.64.41.44.11.83.576.30.365.30.80.40.40.40.320220.320240.320260.220230.220270.220282018201920202021202510Description:TherevenueinthegameconsolessegmentoftheconsumerelectronicsmarketintheUnitedStateswasforecasttocontinuouslyincreasebetween2023and2028byoveronebillionU.S.dollars.HomeconsolessuchasthePlayStationandtheXboxmadeupthevastmajorityofgamingconsolesglobally,witharound2.3billionU.S.dollarsinrevenuegeneratedin2022.ReadmoreNote(s):UnitedStates;2018to2028;DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-UkrainewarSource(s):ConsumerMarketInsightsRevenuegrowthofthevideogameconsolesmarketintheUnitedStatesfrom2019to2028RevenuegrowthofvideogameconsolesintheU.S.2019-202820%17.4%15%10%5%6.4%4.8%3.1%3%2.6%2.7%2.6%1.8%0%-5%-10%-15%-20%-15.8%20192020202120222023*2024*2025*2026*2027*2028*11Description:In2022,therevenueofthegamingconsolemarketintheUnitedStatesincreasedonly1.8percentcomparedtothepreviousyear.Thiswaslargelyduetosupplychainissuesofthenewlyreleasedconsolegeneration.However,salesareexpectedtoincreasefrom2023onwards.ReadmoreNote(s):UnitedStates;2019to2022;*ForecastIn-scopeHomeconsolesHybridconsoles

Out-of-scopeHandheldconsolesVideogamesOnlineservicesConsoleadd-onsAccessories

ReadmoreSource(s):ConsumerMarketInsightsRevenueofthevideogameconsolesmarketgeneratedinEuropefrom2018to2028(inmillionU.S.dollars)RevenueofvideogameconsolesinEuropefrom2018to202810,0009,0008,0007,0006,0005,0004,0003,0002,0001,00002018201920202021202220232024202520262027202812Description:Therevenueinthe'GameConsoles'segmentoftheconsumerelectronicsmarketinEuropewasforecasttocontinuouslyincreasebetween2023and2028byintotal762.6millionU.S.dollars(+9.12percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach9.1billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'GameConsoles'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Europe;2018to2028Source(s):ConsumerMarketInsightsCHAPTER

03PlayStationSonyPlayStation5gameconsoleunitsalesworldwidefrom2020to2023,byquarter(inmillions)SonyPlayStation5gameconsolesunitsales2011-2023,byquarter87657.16.34.53.9432103.33.33.33.32.42.32Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'2314Description:Inthefirstfiscalquarterof2023,SonyCorporationsoldapproximately3.3millionPlayStation5gamingconsoles,downbythreemillionunitsalescomparedtothepreviousquarter.ThePS5consolewaslaunchedNovember2020andfirstandsecondyearshipmentshadbeenhamperedbysupplychaindelays.ReadmoreNote(s):Worldwide;2020to2023;SonyFYendsMarch31Source(s):SonyPlayStationlifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)PlayStationlifetimeunitsalesworldwide2023,byregionSalesinmillionunits200510152530354045NorthAmericaEurope40.7831.09Japan21.59RestofWorld9.0415Description:Sony'soriginalconsole,thePlayStation,wasfirstreleasedinJapanattheendof1994andworldwidein1995.AsofSeptember2023,ithadsold102.49millionunitsworldwide,includingover40millionunitsacrossNorthAmerica.

ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzPlayStation4lifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)PlayStation4lifetimeunitsalesworldwide2023,byregionSalesinmillionunits05101520253035404550EuropeNorthAmericaJapan45.8538.089.64RestofWorld23.5216Description:Sony'sfourthgenerationconsole,thePlayStation4,wasfirstreleasedworldwidein2013.AsofJuly2022,ithadsoldover117millionunitsacrosstheworld,including45.9millionunitsinEurope.ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzPlayStation3lifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)PlayStation3lifetimeunitsalesworldwide2023,byregionSalesinmillionunits15051020253035EuropeNorthAmericaJapan30.8729.9210.47RestofWorld16.1417Description:Sony'sthird-generationconsole,thePlayStation3,wasfirstreleasedworldwidein2006.AsofSeptember2023,ithadsoldaround87.4millionunitsacrosstheworld,includingover30millionunitsinEurope.ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzPlayStation2lifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)PlayStation2lifetimeunitsalesworldwide2023,byregionSalesinmillionunits3001020405060EuropeNorthAmericaRestofWorldJapan55.2853.6526.5923.1818Description:ThePlayStation2wasfirstreleasedin2000inresponsetoSony'shugelypopularoriginalPlayStation.Inthemorethan20yearssinceitsrelease,thePS2hasbecomethebest-sellingvideogameconsoleofalltime.AsofSeptember2023,ithadsoldalmost158millionunitsacrosstheworld,includingover55millionunitsinEurope.ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzNumberofactiveusersonPlayStationNetwork(PSN)worldwideasofSeptember2023(inmillions)NumberofPlayStationNetworkusers2014-20231201008060402001141141121111091081081081071061051041031031029480706050Mar'14

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Sep'2319Description:FirstlaunchedinNovember2006,PlayStationNetwork(PSN)isadigitalentertainmentserviceassociatedwithSony`sPlayStationseriesofconsoles.Ithassincebeenexpandedtorunonsmartphones,tablets,andHDtelevisions.AsofSeptember2023,thenetworkhadapproximately107millionmonthlyactiveusers,andecreasefromthe112millionusersinDecember2022.ReadmoreNote(s):Worldwide;March2014toSeptember2023;figuresareestimates;*Sony'sfiscalyearendsonMarch31.MonthlyActiveUsersisanestimatedtotalnumberofuniqueaccountsthatplayedgamesorusedservicesonthePSNduringthelast[...]

ReadmoreSource(s):SonyCHAPTER

04XboxAnnualunitsalesoftheXboxSeriesX/Sworldwidefrom2021to2023YTD(inmillions)UnitsalesofMicrosoftXboxSeriesX/Sworldwide2021-2023108.7198.018765432103.14202120222023YTD21Description:SinceitsreleaseinNovember2020,theXboxSeriesXandSeriesShassoldwellover21millionunitsworldwide.In2023year-to-date,theXboxX/Ssoldapproximately3.14millionunits.

ReadmoreNote(s):Worldwide;2021toJuly2023Source(s):AmpereAnalysis;VGChartzXbox360,XboxOneandXboxXSgamingconsolesunitsalesworldwidefrom2005to2022(inmillions)Xbox360,XboxOneandXboxXSannualunitsalesworldwide2005-2022Xbox360XboxOne10.85XboxSeriesXandSeriesS1613.9713.25141210811.1610.629.659.059.148.798.598.027.917.646.816.536.2863.953.0643.072.0121.180.550.250.030.110.01020052006200720082009201020112012201320142015201620172018201920202021202222Description:In2022,theunitsalesofMicrosoft`sXboxSeriesXandSeriesSvideogameconsolesamountedtonearly8.6millionunits,increasingconsiderablyfromjustaboveeightmillionunitssoldinthepreviousyear.XboxX/S`spredecessors,theXboxOne,wasputtomarketin2013andsoldover57millionunitsintotaltilltheendofitslifespanin2020.ReadmoreNote(s):Worldwide;2005to2022Source(s):VGChartzXboxOnelifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)XboxOnelifetimeunitsalesworldwide2023,byregion3532.973025201510514.8610.020.120NorthAmericaEuropeRestofWorldJapan23Description:AsofSeptember2023,lifetimeunitsalesofXboxOneconsolesinNorthAmericareachednearly33million,whileinEurope,lifetimeunitsalessurpassed12.8million.Intotal,nearly58millionXboxOneunitshavebeensoldworldwideasofSeptember2023.ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzXbox360lifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)Xbox360lifetimeunitsalesworldwide2023,byregionSalesinmillionunits20

250510153035404550NorthAmericaEurope47.0925.08Japan1.66RestofWorld11.924/statistics/1101914/unit-sales-xbox-360-regionFirstreleasedinNovember2005asasuccessortotheoriginalXbox,theXbox360isavideogameconsoleproducedbyMicrosoft.AsofSeptember2023,ithadsold85.7millionunitsacrosstheworld,includingover47millionunitsinNorthAmerica.

ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzNumberofmonthlyactiveusers(MAU)ofMicrosoftXboxNetworkfromfiscalJanuary2016toDecember2022(inmillions)NumberofXboxNetworkMAU20221401201008012010090656463595957576040200555353524948474639Q12016Q2

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Dec'2225Description:Firstlaunchedin2002,theXboxNetworkisanonlinemultiplayerserviceassociatedwithMicrosoft`sXboxlineofconsoles.AsofDecember2022,Microsoft'sonlinegamingservicehadapproximately120millionmonthlyactiveusers,upfromjustunder40millionatthebeginningof2016.TheservicewasknownasXboxLivebeforerebrandingintoXboxnetworkinMarch2023andtodifferentiateitfromtheXboxLiveGoldsubscriptionserviceoffering.ReadmoreNote(s):Worldwide;Q12016toDecember2022Source(s):MicrosoftCHAPTER

05NintendoNintendoSwitchlifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)NintendoSwitchlifetimeunitsalesworldwide2023,byregionUnitsalesinmillions05101520253035404550NorthAmericaEurope45.9632.87Japan30.12RestofWorld19.5327/statistics/1101901/unit-sales-nintendo-switch-regionFirstreleasedworldwidein2017,theNintendoSwitchisahybridhandheldandhomevideogameconsoleproducedbyNintendo.AsofSeptember2023,ithadsoldover128millionunitsacrosstheworld,includingover45millionunitsinNorthAmerica.ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzNintendoWiilifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)NintendoWiilifetimeunitsalesworldwide2023,byregionSalesinmillionunits20

250510153035404550NorthAmericaEurope45.5133.12Japan12.77RestofWorld10.2328Description:FirstreleasedinNovember2006,theWiiisavideogameconsoledevelopedbyNintendo.AsofSeptember2023,ithadsold101.6millionunitsacrosstheworld,includingover33millionunitsinEurope.

ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzNintendo3DSlifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)Nintendo3DSlifetimeunitsalesworldwide2023,byregionSalesinmillionunits150510202530NorthAmericaEurope25.4720.45Japan24.67RestofWorld5.3529/statistics/1101893/unit-sales-nintendo-3ds-regionFirstreleasedin2011,theNintendo3DSisahandheldgameconsoledevelopedbytheJapanesevideogamecompany,Nintendo.AsofSeptember2023,ithadsold75.95millionunitsacrosstheworld,includingalmost21millionunitsinEurope.

ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzNintendoDSlifetimeunitsalesworldwideasofSeptember2023,byregion(inmillionunits)NintendoDSlifetimeunitsalesworldwide2023,byregionSalesinmillionunits300102040506070NorthAmericaEurope57.9251.84Japan32.99RestofWorld11.2830Description:Firstreleasedin2004and2005,theNintendoDSisadual-screenhandheldconsolethatwasseenasasuccessortoNintendo'spopularGameBoyseriesofhandheldconsoles.AsofSeptember2023,ithadsold154.02millionunitsacrosstheworld,includingalmost52millionunitsinEurope.ReadmoreNote(s):Worldwide;September2023Source(s):VGChartzNumberofsubscribersofNintendoSwitchOnlineworldwideasofSeptember2022(inmillions)NumberofNintendoSwitchOnlinesubscribersworldwide2018-2022403530252015363226159.81010530Dec'18Apr'19Jul'19Jan'20Sep'20Sep'21Sep'2231Description:AsofSeptember2022,thereweremorethan36millionpaidNintendoSwitchOnlinememberships.FirstlaunchedinSeptember2018,morethanayearafterthereleaseoftheNintendoSwitchconsole,NintendoSwitchOnlineisanonlinegamingsubscriptionservicewhichallowsuserstoplayonlinemultiplayer,usecloudsaves,andaccessalibraryofvirtualNintendoEntertainmentSystem(NES)andSuperNintendoEntertainmentSystem(SNES)games.InOctober2021,thecompany[...]

ReadmoreNote(s):Worldwide;December2018toSeptember2022;totalnumberofuserssubscribingtoeitherNintendoSwitchOnlineorNintendoSwitchOnline+ExpansionPack,includingthosewhobelongtotheservicethroughaFamilyMembershipSource(s):NintendoCHAPTER

06Specialfocus:ConsolegamesAll-timebest-sellingconsolegamesbasedonglobalunitsalesasofFebruary2023(inmillionunits)All-timebestsellingconsolegamesworldwide2023,basedonunitsalesUnitssoldinmillions2000100300400500600TetrisMinecraft520238GrandTheftAutoVWiiSports17582.9PUBG7560.4650MarioKart8+DeluxeOverwatchRedDeadRedemption2SuperMarioBros.PokemonRed/Green/Blue(Gen1)Terraria50484744.541.5940AnimalCrossing:NewHorizonsTheWitcher3:WildHunt33Description:Tetrisisthebest-sellingconsolegamewithalittleover520millionunitsshippedworldwide.Thesecondbest-sellingconsolegameofalltimewasMinecraftwithover238millioncopiesofthegamesold.AsseveraloftheglobalbestsellinggamesarelinkedtoNintendo,itisnotsurprisingthatthecompanymade14billionU.S.dollarsinsalesinthecompany'sfiscalyear2022ReadmoreNote(s):Worldwide;February2023Source(s):IGNMostpopularPlayStation5gamesbasedonmonthlyactiveusers(MAU)worldwideinMay2023LeadingPS5gamesbasedonglobalMAU2023RankingFortnite12CallofDutyModernWarfareII/Warzone2.0GrandTheftAutoVFIFA2334NBA2K235RocketLeagueApexLegendsMinecraft678TomClancy'sRainbowSix:SiegeFallGuys91034Description:InMay2023,Fortnitestillwasoneofthemostpopularvideogamesacrosstheworld,rankingfirstamongthemostpopularPlayStation5titlesworldwidebasedonmonthlyactiveusers.First-person-shooterCallofDuty:ModernWarfareII/Warzone2.0placedsecond.ReadmoreNote(s):Worldwide;May2023Source(s):NewzooBest-sellingNintendoSwitchgametitlesworldwideasofSeptember2023(inmillionunits)TopsellingNintendoSwitchgamesworldwide2023Salesinmillionunits200MarioKart8Deluxe103040506057.01AnimalCrossing:NewHorizonsSuperSmashBros.Ultimate43.3832.4431.15TheLegendofZelda:BreathoftheWildSuperMarioOdyssey26.9526.02PokémonSword/PokémonShieldPokémonScarlet/PokémonVioletSuperMarioParty23.2319.6619.5TheLegendofZelda:TearsoftheKingdomNewSuperMarioBros.UDeluxe16.735Description:Withover57millionunitssold,MarioKart8Deluxewasthetop-sellingNintendoSwitchgamebasedonlifetimesalesasofSeptember2023.TheLegendofZelda:TearsoftheKingdomrankedninthwithover19.5millionsales,whichisevenmoreimpressiveconsideringthatthetitlewasonlyreleasedinMay2023.ReadmoreNote(s):Worldwide;September30,2023Source(s):NintendoMostpopularXboxSeriesX/Sgamesbasedonmonthlyactiveusers(MAU)worldwideinMay2023LeadingXboxSeriesX/SgamesbasedonglobalMAU2023RankFortnite12CallofDuty:ModernWarfareII/Warzone2.0GrandTheftAutoVMinecraft34Redfall5ROBLOX6TomClancy'sRainbowSix:SiegeApexLegendsFIFA23789RocketLeague1036Description:InMay2023,battleroyalefavoriteFortnitewasthemostpopulargameontheXboxSeriesSandXboxSeriesXconsolesworl