Omdia机构：25年全球游戏云平台市场分析

Research Director, OmdiaDom Tait Who we are ➢Omdia is the research andconsulting arm of InformaTechTarget. ➢Other companies in the widerportfolio include GDC andGameDeveloper.com. ➢Full team of analysts across allentertainment and media. ➢Comprehensive researchservices covering both theconsumer and tech side ofgames. Product focus ➢Industry standard-bearer assessingcapability of cloud platforms for gamesindustry use cases. ➢Fully independent—not sponsored orcommissioned by any vendor. ➢Supplemented with unique marketsizings and developer surveyinformation from Omdia’s Games Techservice. Placing cloud platforms forgames in context Games tech vendors capture close to a third of the games market Share of total games revenue earned bypublishers/developers, distributors, and othergames tech vendors, 2024 Games tech revenue by region, 2024 The cloud is integral to the games value chain Development Distribution Security Tools for designing and creatinggames content Platforms for delivering gamescontent to players Protection of games against piracy,fraud, and other security threats Monetization Solutions enabling games togenerate revenue Cloud platforms underpin a critical range of services andtechnologies powering the modern games market Global spend on cloud and operations for games will morethan double in 10 years Cloud Platforms for GamesMarket Radar: Companies, criteria,conclusions The Market Radar assesses eight leading cloud vendors Spotlight on AI and ML: technology with a host ofgames applications Cloud platforms for games:Spotlight on Tencent Cloud Tencent Cloud offers an increasingly impressive range of tools for game developers, distinguished in particular byexcellent support for multiplayer and live service games, and growing AI-powered capabilities. Tencent Cloud: Focus and roadmap ➢Diverse resourcesBuilt for entire value chain TencentHunyuan AI-driven innovations➢Game creation ➢Game development Comprehensive multiplayer and LiveOpstoolkits Advanced game server solutions➢Game publishing Strong data and analytics tools➢Game growth Tencent Cloud: Market impact •Excels in integrating with Chinesemarket. •Growing force addressing needs ofdevelopers from AAA to indie. •Strategic focus on internationalgrowth. Cloud platforms for games:The other leaders Capability assessment: AWS AWS remains the market-leading cloud platform, delivering cloud solutions for games companies featuring reliableinfrastructure, advanced tools, and increasing AI/ML capabilities with an unmatched partner ecosystem. ➢World’s largest cloud platform.➢Proven and familiar.➢Notable overall games market focus:Twitch, Luna, Amazon Games, PrimeGaming. ➢Price premium. partnerships, and integrations. ➢Leading game server capabilities.➢LiveOps central to strategy. Capability assessment: Google Cloud Google Cloud offers outstanding infrastructure, advanced development and LiveOps tools, along with some of themost sophisticated solutions on the market for building and operating AI and ML services. ➢Vertex AI, Gemini and Imagencomprise powerful AI offering.➢Strategic vision of becoming “TheEcosystem for Living Games”. ➢Robust global infrastructure.➢Commitment to open-source solutions.➢Strong data and analytics capabilities. ➢Mobile gamedevelopment focus.➢Limitations inmainland China. Capability assessment: Microsoft Azure Microsoft Azure offers a powerful cloud platform for game developers combining outstanding infrastructure with acomprehensive range of tools and services via its PlayFab platform. ➢One of the world’s largest gamescompanies.➢PlayFabthe cornerstone of acomprehensive backend platform. ➢Focus on multiplayer andLiveOps scenarios➢Troubled recent run ingaming. ➢Hybrid and multi-cloudcapabilities.➢AI and ML abilities increasingrelevant. Challengers and developersentiment Games tech vendors capture close to a third of the gamesmarket Cloud platforms: cross-industry recommendations ➢Game developers:seek a cohesiveoverall strategy ➢Game developers:check platformofferings regularly. ➢Cloud vendors:Prioritize the gamesindustry. ➢Cloud vendors:Solve developers’ risingcosts and complexities. ➢Other tech vendors:Compatibility,partnerships, integrations