Deconstructed Ball Gaming 2026

c068 Definitorisch Nicht priorisiert

Chinese Game Buys Using VPN are Tallied Outside China

Slides: s025 Argument: QUERSCHNITT Cluster: Methodology And Data Sources Hub-Score: 20

Framing-Operationen

Macht sichtbar

VPN usage affects geographical attribution of sales data

Macht unsichtbar

The actual volume of VPN-based purchases and their impact on accuracy

Naturalisiert

The classification methodology for geographically ambiguous transactions

Abhaengigkeiten

Ermoeglicht

c050 China represents 20% of global player spend but 38% of growth c051 China's share of global growth increased from 15% in 2019 to 38% currently c052 If a gamemaker wants to match global growth, they must win in China or grow 1.6x the market elsewhere c056 Chinese gamemakers have grown their annual share of the non-China market from 10.7% to 14% in six years c057 Chinese gamemakers grabbed 24% of total non-China growth since 2019 c058 Chinese publishers have captured ~50% of global player spending growth since 2019 c059 The Chinese market is only 20% of global player spending and 'only' 38% of growth c064 Chinese sales are >150% of total spending growth since 2020, causing the actual market for gamemakers to shrink by ~$4.6B (and is up only 8% since 2019) c067 Even after factoring out China-based sales, which constituted 29% of total growth since 2020, PC content sales are still up roughly +$6.7B c069 PC's growth only just outstripped console's decline. Together and excluding China, the category is +$2.1B (+3.7%) since 2020, well under the +$10B (+14%) headline c070 Much of the recent growth in non-Chinese spending was actually Chinese users who use VPNs to access (and pay for) Steam through foreign markets c075 Roblox was over 4.5% of non-China spend in 2025 c078 The realized market for non-Chinese gamemakers has grown only $1B (+0.9%) since 2020, despite the total market growing $24B (+14%) c079 Since 2021, the realized market for non-Chinese gamemakers has shrunk 1.8% c271 Since 2021, the 'Mature Market 8' have shrunk by $5.1B (or -4.5%), but China is up $3.3B (+7.3%) and 'non-core countries' are up $11.8B (or 41%) c273 China is the world's second largest gaming market c277 China is not only the fastest-growing major market in both dollars and percentage c278 Over 25% of China's growth since 2022 is in PC/Console, making the market a true outlier c343 Without ads, the market (excluding China) is up only $6.8B or +4.8%, but with them, it's +$35B or +20% c346 Mobile game in-app advertising revenue (excluding China) will reach approximately $67B by 2025

Metadaten

Epistemischer Status: stated_as_fact
Evidenztyp: self_referential
Evidenzqualitaet: self_referential
Themen: china, methodology, vpn, market_segmentation

Verwandte Claims aus Cluster Methodology And Data Sources

Console market includes software and services, with Chinese game buys using VPN tallied outside China

Much of the recent growth in non-Chinese spending was actually Chinese users who use VPNs to access (and pay for) Steam through foreign markets

Chinese languages overtook English as the dominant language on Steam by 2024

In 2025, Chinese-language PC users disengaged from Steam (to local alternatives, presumably), finishing the year with the lowest share of the total since May 2022

Steam language data is based on client language setting rather than first or most used language