Investing in South East Asia casual game Industry

Casual Connect Asia 2012
@antonnyliem

Copyright ©2012 Merah Putih Incubator. All Rights Reserved

•  36 yrs old ex hardcore gamer turned
casual gamer (but still hardcore on FPS)
•  From IT – Advertising – Digital
Advertising - Incubator (IT again)
•  CEO of MerahPutih Incubator, the first
Indonesian Digital Startup Incubator/
Investor
@antonnyliem
•  NOT a professional conference speaker
(have my day job) but love to share and
discuss Indonesia digital


Investments


Too BIG to ignore.
South East Asia
consist of 11
countries with a total
of more than 605
million population.

Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Wikipedia as of May 2012

Here’s where the
GROWTH are.

South East Asia still have many room for economic growth for the
emerging markets.

Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Wikipedia as of May 2012

Internet population is
RISING across SEA.

Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Internet World Stat as of May 2012

Internet penetration still
BELOW potential.

South East Asians are
definitely ONLINE.
Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Nielsen Study

Not only
that, we
are
social.
A total of more
than 105 million
people in SEA are
on Facebook. And
it’s still growing.

POPULATION in SEA, MAR 2012


almost all are on facebook.

Online & mobile games are the
new norm.
The global video games will grow to 82 Billion with 50% contribution from mobile and
online games.

Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Digi-capital

And ASIA will be
the key driver of the growth.
According to a recent report by Niko Partners, the 6 countries in SEA game revenue will
grow to 1 Billion USD by 2015.

Copyright ©2012 Merah Putih Incubator. All Rights Reserved Source: Digi-capital

SO, WHY ARE WE HERE?
11 Countries
605 million people
157 million internet population
105 million Facebook population
100 million mobile internet users
50 million current casual gamer*
100 Million casual gamers by 2015*
1 Billion USD revenue by 2015*

Copyright ©2012 Merah Putih Incubator. All Rights Reserved *Source: Niko partners report

gold..


excellent.
Where do
I sign?


that
simple.

•  Indonesia is currently the largest economy in South East Asia
•  With a population of almost 250 million people, Indonesia is also the largest market
•  Indonesia has a big and growing medium class economy and young generation
•  Indonesian are very active online and technology
•  Game industry have struggled with piracy, content, technology and payment
•  Year 2011 saw a real growth in social game industry in Indonesia


Major Publishers (and more coming)
Boleh Game
Global World Tech
Wave Game

Lyto
Infomedia Nusantara
Kreon

Dream Web Tech
Jaspace
Serenity

Play On
Megaxus Infotech
Apple Tree

Games.co.id
Datakom Wijaya Pratama
Match Move

Game Studios
A Box
Caravan Studio
Main Game Studio
Sangkuriang Studio

Agate Studio
Cartix
Matahari Studios
Toge Productions

Altermyth Studio
Divine Kids
Max Studio
Touch Ten

AMP
IPlayAllDay
Menara Studio
Wandah Flash

Art & Logic
Loki Laki Studio
Mint Studio
Wreckers Game Studio

BGLS
Lucidrive Studio
NightSpade
etc

Major Payment Gateway (more coming)
Indomog
Gudang Voucher

Unipin
MOL

Investors on the ground
East Ventures
Gree Ventures
Invest Ideas

Merah Putih Inc
Cyberagent Ventures
Nusantara Ventures

Ideosource
Batavia Incubator
GDP Ventures

Project Eden
Bandung Ventures
Recruit Global Investment


Source: Nielsen report

•  Smartphone (Android especially) is getting a strong popularity
(49% of total SEA market)
•  80% plus penetration in Singapore and Malaysia
•  Smartphone price average 309USD in the region and falling
(GfK report)

•  Facebook Mobile is gaining more traction, mobile social game
is yet to be born
•  Vietnam is unique with their own SNS
•  Twitter are popular in Philipines and Indonesia

•  Mig33 is the most popular mobile social network platform in Indonesia with
35 Million users (60% of their total user number)
•  Majority of users are the lower income mass, very loyal and active
•  Introduced API and developer platform last year
•  Working together with GREE for social games


73% of Top 30 are Games, 9 out of Top 10 are
Games, mix between action, puzzle and RPG

70% of Top 30 are Games, 8 out of Top 10 are
Games. Indonesian do buy games!

Indonesia Overview

LOCAL GAME STUDIOS


Several Game Studios recent
Investment in Indonesia:
1.  NightSpade – East Ventures
2.  Soybeansoft – East Ventures
3.  Touch Ten – Ideosource
4.  Kark – Ideosource
5.  Glass Finger – Project Eden


Expect all the troubles
of investing :
•  Market
•  Finding Founder
•  Product
•  Valuation
•  Terms
•  Legal
•  Tax
•  Setting up team
•  Building business
•  Exit


1.  SEA is still a young market in casual
game.
2.  Many challenges exist, it’s a wild wild
west
3.  Local IP might not be able to sustain
the attack from global brands
4.  HUGE opportunity in mobile
5.  Localization of global game can be a
good entry and learning point
6.  Events management of global social
game is also a potential
7.  Digital advertising is still rising rapidly
8.  Investor need to ﬁnd a good local
partner investor
9.  Look for longer time horizon in return
10. Help the ecosystem and develop
strong local IP


Investing in South East Asia casual game Industry

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