Mobile game spending has continued to grow in 2021, and will reach $89.6 billion from across the App Store and Google Play. This represents 12.6 percent Y/Y growth from $79.6 billion in 2020 and also 67.4 percent of all in-app spending this year. While the category is still climbing annually, its share of overall consumer spending has declined.
Genshin Impact has done incredibly well to capture so much mobile revenue, and it’s clearly at the expense of other gachas like FGO, which is no longer Top 10 in overall revenue (barely hanging on Android). Meanwhile Tencent’s PUBG mobile and Honor of Kings are still at the top. If I were running a Japanese mobage gacha that wants global revenue, I’d be concerned, because the Chinese have clearly figured things out in a way that pulls a lot more total revenue globally.