China social games_New characters, new plots, new twists.pdf
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China's social gaming companies are climbing the same steep growth curves plotted by their
counterparts in the US and Japan. The market otherwise has very distinct elements to it, from the
wide range of revenue shares that its competing SNS platforms offer to the delicate partner-
competitor duality that gaming companies and platforms must negotiate. We expect Sina Weibo
to disturb the current order as it builds share, while Tencent grapples with social gaming's
deflationary impact on its high-ARPU online gaming business.


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