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Major Trends In Gaming: An Investor’s Take

Sep 11, 2023 - forbes.com
Kirill Gurskiy, Managing Director of GEM Capital, discusses the current trends in the gaming industry. He notes that the mobile games market is undergoing a correction due to competition from non-gaming apps and the impact of IDFA limitations, but predicts growth after the correction. Investors are diversifying their portfolios by investing in PC and console games, with the PC and console market expected to grow due to delayed game releases and the creation of cross-media ecosystems around games.

Gurskiy also predicts that more strong franchises will go mobile, and cross-platform gaming will increase. However, he believes that Web3 and blockchain games will not gain popularity due to lack of interest from traditional gamers and a series of failures. He also highlights the transformative role of AI in the gaming industry, with AI solutions reshaping production pipelines and potentially increasing game immersion.

Key takeaways:

  • The mobile games market is undergoing a correction due to factors such as rivalry with non-gaming apps and the decrease in efficiency of performance marketing caused by IDFA limitations.
  • Investors are diversifying their portfolios by investing more in PC and console games, including game-tech and game-ecosystem companies.
  • Strong franchises are expected to expand into mobile gaming, and cross-platform gaming is on the rise.
  • AI is transforming the gaming industry, with potential to revolutionize game immersion through procedural content generation, natural language processing, and personalized gameplay experiences.
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