General numbers
- Leaders by mobile content consumption in H1 2023 on Android are India (580B hours; +26% YoY); China (560B hours; +13% YoY); Indonesia (210B hours; +16% YoY).
- The largest download markets – India, the US, and Brazil – are stagnating. It might be a sign of an excessive amount of offers in the market.
- Downloads in China in H1 2023 increased by 20% while gaming downloads decreased. People haven’t stopped searching for new content, but making choices not in the gaming favor.
- Overall app revenue in H1 2023 on the largest markets is more pessimistic. The US market grew by 4% (to $22B), but the Japanese dropped by 13% (to $8.5B); the Chinese declined by 3% (to $8.4B but without 3rd-party Android stores).
- TikTok outpaced by IAP revenue the most significant mobile games.
Games
- March 2023 is the first year since December 2021, when games showed positive dynamics by revenue growth (+1.5%). Another growing month was May (+3.6%). It’s a bit early to say about the market recovery, but signs are great.
- Honkai: Star Rail made a huge impact on the games market and expected restoration with $230M of revenue in 30 days and 50M downloads in the first 15 days.
- Monopoly GO is another example of a successful launch. 40% of game downloads came from Europe.
