The main thing to keep in mind for a lot of 3rd Parties is not just Japan, it's also who is the leader in South East Asia and China and which way they are trending.
For some franchises 70-80% of sales end up being in the Asian markets.
Last quarter in Nintendo's financials "Other" grew a whooping
152% compared to
67% in Japan,
61% in the Americas and
72% in Europe.
Below are last year's
Taiwan and
South Korea Numbers since these are the only two markets Media Create tracks and provides updates for:
Taiwan Console Sales 2019:
NSW - 196.570
PS4 - 80.719
Taiwan Software Sales 2019:
NSW - 1.136.238
PS4 - 1.060.802
South Korea Console Sales 2019:
NSW - 386.251
PS4 - 149.754
South Korea Software Sales 2019:
NSW - 1.564.125
PS4 - 844.641
Now these are the results from last year, before
COVID,
Animal Crossing: New Horizon launching or
Ring Fit Adventure becoming widely available(after the September launch of the game officially in China).
Mobile games have handily surpassed PC games in China in terms of both numbers of gamers and time spent playing, Niko Partners said.
venturebeat.com
JD.com and Tmall received tens of thousands of pre-orders for Ring Fit Adventure before suspending the option on their platforms on Friday.
www.scmp.com
Below are the results this year for these two games in South Korea & Taiwan's Top 5, since the launch of New Horizon Week 12, 2020 until Week 46, 2020:
New Horizon Taiwan:
1st; 1st; 5th; n/a; 2nd;
1st; 1st; 1st; 1st; 1st; 2nd;
1st; 1st; 4th; 3rd; 4th; 3rd; 3rd; 3rd; 2nd;
1st; 1st; 2nd; 4th; 5th;
1st; 2nd; 3rd; 2nd; 2nd; 2nd; 4th; n/a; 5th; n/a;
New Horizon South Korea:
1st; 1st; 1st; 2nd;
1st; 1st; 1st; 1st; 1st; 1st; 1st; 1st; 1st; 2nd;
1st; 2nd;
1st; 3rd; 2nd;
1st; 1st; 2nd; 2nd; 3rd; 3rd; 2nd; 2nd; 3rd; 2nd; 2nd; 2nd;
1st; 1st; 1st; 3rd;
Ring Fit Adventure Taiwan:
5th; 4th; 4th; 3rd; 3rd; n/a; 3rd; 2nd; 2nd; 2nd; 3rd; 3rd; 3rd; 5th; 2nd;
1st; 1st; 4th; 2nd; 3rd; 2nd; 2nd;
1st; 5th; 3rd; 3rd; 3rd;
1st; 1st; 1st; 1st; 1st; 3rd;
1st; n/a;
Ring Fit Adventure South Korea:
4th; 4th; 2nd; 3rd; 2nd; 2nd; 2nd; 2nd; 4th; 2nd; 3rd; 2nd; 2nd; 4th; 2nd; 3rd; 2nd; 4th; 3rd; 2nd; 2nd;
1st; 1st; 2nd;
1st; 1st; 1st; 2nd;
1st; 1st; 1st; 2nd; 2nd; 2nd; 2nd;
Apparently Switch is already catching up to the PlayStation in China and it only launched late 2019 there and the only official games launched on the system are
NSMBUD, SMO, MK8D and
Ring Fit Adventure. So if Nintendo manages to get through the regulatory process they have a lot more games to launch officially in China in the coming years. China remains the Top market in terms of video gaming spent but the vast majority of spending is on mobile, so Japanese video game makers see it as a huge opportunity for growth. The market which has basically denied the existence of PlayStation and Xbox as consoles make up around 1% of video game spending there.
As Tencent buys shares of Japanese companies like Marvelous; Platinum and sets up strategic partnerships with Nintendo to officially launch their games in China like the recent Ring Fit Adventure launch - you've gotta wonder whether a lot of Japanese video game makers are looking at the Taiwan and South Korea numbers and hoping Switch will be able to replicate this success in China.
If Nintendo manages to get Animal Crossing, Splatoon, Pokemon, Breath of the Wild, Smash, officially through the censorship and regulations in China - they have a very strong line-up heading into 2021.