《動森》熱退燒,任天堂下一步何去何從 - Switch
By Agatha
at 2021-01-18T13:10
at 2021-01-18T13:10
Table of Contents
《動物森友會》爆紅後又退燒,任天堂下一步何去何從?
https://pbs.twimg.com/media/ESMrtrYWAAAMwc_.jpg
還記得去年 4 月、5 月任天堂遊戲《動物森友會》,占據各大媒體版面,大家熱烈討論
怎麼用「大頭菜」期貨機制、成為「虛擬」百萬富翁的情景嗎?
你可能會說「我『那時候』也在玩」「『那時候』好多朋友在玩」,反映《動物森友會
》在台灣掀起熱潮後,逐漸退燒。這不只是你我的觀察,任天堂社長古川俊太郎(Furu
kawa Shuntaro)也曾對公司「受惠於」疫情迅速成長,語帶保留地表示憂心。
https://i.imgur.com/6mg271M.jpg
隨著台灣疫情趨穩,《動物森友會》玩家們瘋種「大頭菜」賺錢的熱潮也逐漸冷卻。
《動物森友會》遊戲畫面截圖
《動物森友會》在去年 3 月新冠肺炎流行時發行,互動擬真、畫風可愛,填滿民眾無法
出門的孤寂。短短 6 個月賣出 2600 萬套,也帶動遊戲機 Switch 銷量,一度供應短缺
。2020 年 11 月財報顯示,去年上半年任天堂淨利躍升 243%,股價在去年至少提升 2
0%,兩者皆創下任天堂創立 131 年來歷史新高。
瑞銀證券(UBS Securities)分析師福山健二表示,「一旦民眾可以完全自由參與實體
活動,對任天堂來說,將是個恐怖故事。」巔峰過後,任天堂必須思考,沒有疫情「助
攻」,怎麼做才能再創高峰。
跟競爭對手相比,任天堂優勢在於遊戲設計與硬體設備結合良好,但日本投顧公司Astr
is Advisory Japan 首席投資顧問戴維.吉布森(David Gibson)表示,任天堂專注開
發遊戲機與主機遊戲,市場單一,對企業發展是個挑戰。
至 2020 年 3 月為止,任天堂手機遊戲營收貢獻總營收低於 4%。但是根據荷蘭研究公
司Newzoo 統計,2020 年手遊商機占 159 億美元(約新台幣 4484 億元)遊戲市場一半
,主機遊戲則占不到 1/3。
福山健二分析,任天堂勢必得開發其他業務收入,彌補逐漸萎縮的主機遊戲市場。它擁
有瑪利歐、寶可夢等眾多著名卡通角色,足以跨出遊戲業,建立強大的品牌 IP。
這說明任天堂面臨的挑戰,不只是如何在遊戲業生存下去,而是「能否成為內容經營者
,轉變成像迪士尼的 IP 所有者。」三菱日聯銀行(MUFG Bank)不具名分析師說。
今年 2 月,任天堂與環球影城打造的「超級任天堂世界」即將開幕,重現超級瑪利歐經
典場景,像是「蘑菇王國」、賽車跑道等,園區內還有主題咖啡廳、聯名商店;2022 年
也會推出以瑪利歐為主的動畫電影,看是否能讓百年遊戲公司華麗轉身。
#危機管理
情報來源:經理人
https://www.managertoday.com.tw/articles/view/62272
這麼好笑的新聞NS板居然沒人貼實在太可惜了
--
Britain and France had to choose between war and dishonour. They chose dishonour
. They will have war!
--
https://pbs.twimg.com/media/ESMrtrYWAAAMwc_.jpg
還記得去年 4 月、5 月任天堂遊戲《動物森友會》,占據各大媒體版面,大家熱烈討論
怎麼用「大頭菜」期貨機制、成為「虛擬」百萬富翁的情景嗎?
你可能會說「我『那時候』也在玩」「『那時候』好多朋友在玩」,反映《動物森友會
》在台灣掀起熱潮後,逐漸退燒。這不只是你我的觀察,任天堂社長古川俊太郎(Furu
kawa Shuntaro)也曾對公司「受惠於」疫情迅速成長,語帶保留地表示憂心。
https://i.imgur.com/6mg271M.jpg
隨著台灣疫情趨穩,《動物森友會》玩家們瘋種「大頭菜」賺錢的熱潮也逐漸冷卻。
《動物森友會》遊戲畫面截圖
《動物森友會》在去年 3 月新冠肺炎流行時發行,互動擬真、畫風可愛,填滿民眾無法
出門的孤寂。短短 6 個月賣出 2600 萬套,也帶動遊戲機 Switch 銷量,一度供應短缺
。2020 年 11 月財報顯示,去年上半年任天堂淨利躍升 243%,股價在去年至少提升 2
0%,兩者皆創下任天堂創立 131 年來歷史新高。
瑞銀證券(UBS Securities)分析師福山健二表示,「一旦民眾可以完全自由參與實體
活動,對任天堂來說,將是個恐怖故事。」巔峰過後,任天堂必須思考,沒有疫情「助
攻」,怎麼做才能再創高峰。
跟競爭對手相比,任天堂優勢在於遊戲設計與硬體設備結合良好,但日本投顧公司Astr
is Advisory Japan 首席投資顧問戴維.吉布森(David Gibson)表示,任天堂專注開
發遊戲機與主機遊戲,市場單一,對企業發展是個挑戰。
至 2020 年 3 月為止,任天堂手機遊戲營收貢獻總營收低於 4%。但是根據荷蘭研究公
司Newzoo 統計,2020 年手遊商機占 159 億美元(約新台幣 4484 億元)遊戲市場一半
,主機遊戲則占不到 1/3。
福山健二分析,任天堂勢必得開發其他業務收入,彌補逐漸萎縮的主機遊戲市場。它擁
有瑪利歐、寶可夢等眾多著名卡通角色,足以跨出遊戲業,建立強大的品牌 IP。
這說明任天堂面臨的挑戰,不只是如何在遊戲業生存下去,而是「能否成為內容經營者
,轉變成像迪士尼的 IP 所有者。」三菱日聯銀行(MUFG Bank)不具名分析師說。
今年 2 月,任天堂與環球影城打造的「超級任天堂世界」即將開幕,重現超級瑪利歐經
典場景,像是「蘑菇王國」、賽車跑道等,園區內還有主題咖啡廳、聯名商店;2022 年
也會推出以瑪利歐為主的動畫電影,看是否能讓百年遊戲公司華麗轉身。
#危機管理
情報來源:經理人
https://www.managertoday.com.tw/articles/view/62272
這麼好笑的新聞NS板居然沒人貼實在太可惜了
--
Britain and France had to choose between war and dishonour. They chose dishonour
. They will have war!
--
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