Investment in mobile games "dangerous and machine": VC is often forced to withdraw as early as possible

Beginning in the second half of 2012, mobile games have gradually become the focus of major VC agencies. Up to now, teams that have successfully developed mobile games have long become the chandeliers of unlimited investment chanllenges. The explosive growth is not one or two companies, but the entire market. Similar touch technology in January 2013 revenue 20 million, in February soared to 40 million success stories are not uncommon - dozens or even hundreds of times the return on investment, to stimulate investors busy with the approach. Therefore, in the not yet saturated market, many VC / PE people are feeling the mobile game industry is a strong seller market, need to "chase to vote for them," and "a serious imbalance in supply and demand." Behind the attractive return on investment, it is cruel reality. According to statistics released by major platforms, mobile games from online to have a certain size of the user's success rate of only 1-3%, and this does not include products that have not been successfully developed. As everyone knows the same high risk of gambling, but why still can not stop the raging investment enthusiasm? Juntu believes that the current mobile games industry itself has many opportunities and potential, to some extent, played a "crowding bubble" role. This allows all types of investors have a more flexible and diverse options, not yet overcrowded. Opportunity: Small gambling is not only cheer up but also rich The current hand travel industry is like a messy flower blind eye, not only to stimulate the high income of the roulette wheel, but also cast steel 镚 children can play an afternoon slot machine . Coupled with the short and fast cycle that can be truly achieved, there are very few cases of being "totally left behind" when it is completely tied up and threatened. Traditional companies have a lingering impression of the first round of the Internet bubble, Ying Haiwei and other routings typical of today are still used as negative textbooks. However, a large number of private capital influx of mobile games industry, confirms everyone optimistic about the tourism industry. Wenzhou real estate speculators, Shanxi coal bosses in addition to the burst of myths and capital influx of double stimulation, more clearly than before in the industry in their position. Investors in the face of a more clear and easy-to-understand mobile game industry will no longer bet under the pretext of betting, but according to their own position to determine their own mode. 1. Cast net project incubation. This class is like a football betting secondary technical pressure on the popular players, once in the fame and fortune. Of course, this needs to be based on abundant funds, mature institutions and professional eyes, so as to minimize the risk and increase the chance of success. In the internet industry, there is a relatively well-known incubator such as Innovative Workshop. According to insiders in Chengdu, FORGAME's venture capital institutions will also hatch more than 40 projects this year. 2. Traditional in-depth cooperation. Like proficient chess chess master, this model is generally the transformation of the large page tour companies, or early to focus on mobile game development and distribution companies. The former rely heavily on the upper and lower reaches of the poised strength, playing the top grade heavy hand-travel most of them from the hands of the latter similar to China Mobile Games this smart smart mobile intelligence era, has been practiced qigong Naishi listed companies. With the popularization of 4G network, the layout of offline WIFI and the development of mobile terminals, a new round of resource restructuring brought about by the trend is more likely to hold the big name in the hands of the reshuffle. 3. Play tickets shallow taste only. Aunt aunt Macau every day to buy food home on the way, will also take two small change to play slot machines, lost not distressed, earned on today's meals. Traditional businesses or private capital into the hand travel industry, in most cases there are two reasons: the funds can not be idle; expects hand travel will be the same as 10 years ago, the outbreak of online games. For the threshold of 50-100,000 hand travel and the visible results in the short term, it is difficult for investors who do not know the game industry to find the same rapidly growing and liquid investments. Risks: Meet the Bubble Under Prisoners' Dilemma As we all know, whether it is end-travel or mobile games, once the market is giants to be completed, want to re-enter the area there is almost no chance of. For developers and investors, the same for how to grasp the opportunities for hand-handburst broke out. As early as the second half of 2013, there were various warnings: "2013 will be the last year for mobile game entrepreneurs" and "there will be a bubble in the mobile game market in the first quarter of 2014" - all kinds of threats are Not unfounded? A top executive at Jingwei Capital expressed the changes in the hand-travel market over the year: Overevaluation that did not match the professional analysis heats up the entire industry, but a bubble has emerged. Such as Chengdu, hand-travel is almost almost a state of madness, nearly a thousand mobile games team or companies are spell-speed, into a classic prisoner's dilemma. In the classic case, if both prisoners deny it, each sentence will be sentenced to one year. If both of them confess, they will each be sentenced to eight years; if one of them confess one another candidly and deny one another candidly for ten years, they will be denied their sentence for ten years. When development and investment are intellectually perceived as the one that is to be evacuated (before the bubble breaks down), the entire industry is rapidly and irrationally bubbled. In addition, only relying on casual games to occupy the top 5 mobile data list giants Tencent, the next step will not resorted to "WeChat national team" push mobile games? Unable to snatch the market kicked the uncontrollable risk circling in the head of each person, so we can only cast quickly, quickly do, quickly push - hurry and hurry! Many enterprises with certain development, distribution and channel capabilities in 2014 will have a further impact on the industrial structure. Xiao Jian, CEO of China Mobile Games, believes that not only the financial strength, product planning and layout, product success rate, the strength of the issuance of all aspects of capacity will be the future industry participants need to measure an important factor. Rely on crazy investment, not enough to occupy a place in the future pattern.