Get Ready, Change Is Coming

00:16:01
https://www.youtube.com/watch?v=l9zmMI4Y0r8

Summary

TLDRDeze video analyseert de gevolgen van lopende handelsconflicten tussen de VS, China, Canada en Mexico voor de game-industrie, met de focus op prijsstijgingen voor gaming consoles en fysieke spellen. De Amerikaanse Consumer Technology Association voorspelt dat de tarieven consumenten tot $7 miljard extra zullen kosten. Fysieke spellen, die grotendeels in Mexico worden gemaakt, kunnen leiden tot stijgende productiekosten. Analisten voorspellen dat bedrijven ofwel deze kosten doorberekenen tot aan de consument of de productie van fysieke discs verminderen. Onzekerheid over tarieven kan ook leiden tot werkloosheid in de sector en een daling van de consoleverkoop met 57% in het slechtste geval. Deze ontwikkelingen zouden kunnen bijdragen aan een groeiende digitalisering van de game-industrie, maar ook aan een toenemende druk voor reclame-inhoud binnen games.

Takeaways

  • 💰 Prijsstijgingen voor consoles mogelijk door tarieven.
  • 📉 Verwachte daling van 57% in consoleverkoop.
  • 🇲🇽 Fysieke games komen voornamelijk uit Mexico.
  • 🧾 Onzekerheid over tarieven kan leiden tot banenverlies.
  • 📊 Digitale producten worden vermoedelijk niet beïnvloed.
  • 🆕 Groei van free-to-play games mogelijk.
  • 📈 Toename van in-game advertenties verwacht.
  • 💼 Bedrijven kunnen kosten doorberekenen aan consumenten.
  • 🎮 De toekomst van gaming verschuift richting digitalisering.
  • 🔍 Handelsoorlogen hebben wereldwijde impact op de markt.

Timeline

  • 00:00:00 - 00:05:00

    In deze video wordt het debat belicht over de stijgende prijzen voor consoles zoals de PS5 en de Switch. De zorgen zijn vooral gericht op de effecten van het handelsconflict en hoe dat kan leiden tot prijstoenames die verontrustend zijn voor zowel bedrijven als consumenten. Er wordt ook gesproken over de afname van de fysieke gamesmarkt, die veel gamers als een gemis ervaren omdat dit hen het gevoel van eigendom biedt. Het geldt niet alleen voor prijsstijgingen, maar ook voor de trends binnen de game-industrie die het moeilijk maken voor fysieke games.

  • 00:05:00 - 00:10:00

    Een tariff is in feite een belasting op import goederen, wat leidt tot stijgende kosten voor artikelen zoals GPU's en consoles. De video legt uit hoe deze invoertarieven de consumentenprijzen kunnen verhogen en de gevolgen daarvan voor de game-industrie. Terwijl digitale producten misschien beschermd zijn door handelsakkoorden, zijn fysieke games kwetsbaar voor de stijging van kosten door invoertarieven, wat kan leiden tot hogere prijzen voor zowel digitale als fysieke games en zelfs tot het verminderen van de productie van fysieke games.

  • 00:10:00 - 00:16:01

    De gevolgen van deze handelsconflicten kunnen verwoestend zijn voor de game-industrie. Zo zou deze periode kunnen resulteren in de laagste verkopen in een decennium, daarbij ook een afname in de fysieke games en daardoor minder innovaties of nieuwe titels. Men verwacht dat gamebedrijven meer gebruik zullen gaan maken van in-game advertenties om hun verliezen te compenseren, wat kan resulteren in een minder herkenbare en mogelijk frustrerende spelervaring voor consumenten.

Mind Map

Video Q&A

  • Wat zijn de gevolgen van de handelsconflicten voor de game-industrie?

    De gevolgen kunnen leiden tot prijsstijgingen voor consoles en fysieke games, afhankelijk van de handelsvoorwaarden.

  • Hoeveel kunnen consumenten extra betalen door deze tarieven?

    De tarieven zouden consumenten mogelijk $7 miljard extra kunnen kosten voor consoles.

  • Wat is de rol van fysieke games in de toekomst van gaming?

    Fysieke games kunnen verder in waarde afnemen en mogelijk worden vervangen door digitale versies.

  • Hoe zijn bedrijven van plan om met de stijgende kosten om te gaan?

    Bedrijven kunnen proberen de kosten door te berekenen aan consumenten of de productie van fysieke discsstoppen.

  • Wat zijn de cijfers voor verwachte verlaging van de consoleverkoop?

    De verkoop van consoles kan met 57% dalen in het slechtste geval.

  • Kunnen digitale producten worden beïnvloed door de handelsconflicten?

    Er is momenteel geen bewijs dat digitale producten door deze tarieven worden beïnvloed.

  • Wat zijn de alternatieven voor fysieke games?

    De groei van aanbiedingen zoals free-to-play games en hogere microtransacties.

  • Wat betekent deze situatie voor de toekomst van gaming?

    Er kan een toename van in-game advertenties en minder premium gameverkoop zijn.

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  • 00:00:00
    okay so this is fun got a question for
  • 00:00:01
    my American friends how does a $1,000
  • 00:00:04
    PS5 PRO Sound or maybe even a $400
  • 00:00:08
    switch and I guess if you're Nintendo
  • 00:00:10
    you're going to be a little bit more
  • 00:00:11
    spooked about the switch to now those
  • 00:00:13
    are not numbers that I have pulled out
  • 00:00:15
    of some nether region at least one on me
  • 00:00:17
    know those are from the uh worst case
  • 00:00:19
    predictions of the American Consumer
  • 00:00:21
    technology Association we like games we
  • 00:00:24
    would like to buy games and that's kind
  • 00:00:26
    of spooky and you know what's real funny
  • 00:00:28
    George Lucas once again is right how
  • 00:00:31
    wrong we were when we eye rolled at the
  • 00:00:33
    Phantom manises trade negotiations just
  • 00:00:36
    this time right it's not corporate grade
  • 00:00:38
    it's not price hikes to cover failing
  • 00:00:39
    products no this is the potential impact
  • 00:00:42
    of the trade war on gaming now we did
  • 00:00:44
    see a little bit of that last time we
  • 00:00:46
    went through this fun period it's a
  • 00:00:48
    little more spicy now and once we
  • 00:00:50
    actually get into the details that's
  • 00:00:52
    where things are different to last time
  • 00:00:54
    because beyond the obvious price
  • 00:00:55
    increases to say gpus or consoles there
  • 00:00:58
    is a hidden cost and that hidden cost is
  • 00:01:00
    the rapid decline of the physical games
  • 00:01:03
    Market that's a decline that the big
  • 00:01:05
    Publishers well you know the big console
  • 00:01:08
    people absolutely want to happen but for
  • 00:01:10
    a lot of us those discs represent
  • 00:01:12
    ownership they represent freedom and
  • 00:01:14
    this will be bad for those discs now
  • 00:01:16
    it's not all doom I'll be able to share
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    how some companies have at least taken
  • 00:01:19
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    for sponsoring the video Let's Go All
  • 00:02:41
    right so the big picture is the USA
  • 00:02:43
    China Canada and Mexico are all locked
  • 00:02:45
    in a stand off over implementing trade
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    tariffs and this is a damn volatile
  • 00:02:49
    situation like literally since we first
  • 00:02:51
    wrote up this script there have been
  • 00:02:52
    more tariffs it's really is fun now the
  • 00:02:55
    core principle right is that a tariff is
  • 00:02:56
    a tax that is charged on imports from an
  • 00:02:58
    affected country so so imagine a GPU
  • 00:03:01
    that is manufactured in China in order
  • 00:03:03
    to import that from China to the United
  • 00:03:05
    States the company doing the importing
  • 00:03:07
    will have to pay an extra 20% tariff
  • 00:03:10
    right and to be very clear because I
  • 00:03:11
    have seen a lot of confusion over this
  • 00:03:14
    that's the company buying it into the
  • 00:03:16
    USA that pays the Tariff not the company
  • 00:03:19
    in China who manufactured the GPU right
  • 00:03:22
    so big picture the point here is to make
  • 00:03:24
    foreign-made Goods more expensive for
  • 00:03:27
    you to purchase in your local region
  • 00:03:29
    because whoever is buying those goods in
  • 00:03:31
    to sell to you has got to pay a 20%
  • 00:03:34
    tariff for example the whole point is
  • 00:03:36
    that's more expensive so that you will
  • 00:03:38
    buy local which in this case would mean
  • 00:03:41
    you're buying Americade computer
  • 00:03:43
    hardware consoles and physical games but
  • 00:03:45
    the problem is uh those aren't really a
  • 00:03:47
    thing and uh this stuff's not all a
  • 00:03:50
    theory we've actually seen the impact of
  • 00:03:52
    this already the first impact was felt
  • 00:03:54
    on gpus so the RTX 50 cards right that
  • 00:03:57
    whole series they went up in price
  • 00:03:58
    because of these tariffs the retailer in
  • 00:04:00
    ueg basically confirmed as much in a
  • 00:04:02
    tweet well tweets that they've now
  • 00:04:04
    deleted which is a bit weird and they
  • 00:04:05
    later told Tom's Hardware that the
  • 00:04:07
    increases were quote due to a number of
  • 00:04:09
    factors that are unfortunately out of
  • 00:04:11
    our control which to me does read
  • 00:04:13
    tariffs but there are other things I
  • 00:04:15
    mean the GPU Market is pretty damn
  • 00:04:17
    volatile and chaotic Invidia didn't ship
  • 00:04:19
    enough cards anyway a lot of accusations
  • 00:04:21
    of paper launches so this whole
  • 00:04:23
    fluctuation in GPU prices kind of passed
  • 00:04:25
    under the radar cuz basically we're all
  • 00:04:27
    kind of pissed at Nvidia now even if if
  • 00:04:29
    gpus were previously exempt from tariffs
  • 00:04:31
    until now no one is really surprised by
  • 00:04:34
    expensive gpus in the current market so
  • 00:04:37
    gpus expensive not really a surprise but
  • 00:04:40
    the worst impact on your wallet could
  • 00:04:42
    very much be yet to come so here's the
  • 00:04:44
    deal manufacturers were allegedly
  • 00:04:46
    stockpiling newly produced gpus before
  • 00:04:49
    the new year right with anything that
  • 00:04:51
    was already in the US exempt from these
  • 00:04:53
    tariffs because it had already been
  • 00:04:55
    imported it was in a Us warehouse and
  • 00:04:57
    that means that anything newly produced
  • 00:04:58
    and then imported would be subject to
  • 00:05:00
    the tariffs and that would increase the
  • 00:05:02
    consumer prices even further so that
  • 00:05:04
    kind of sucks but for gaming especially
  • 00:05:07
    it it also sucks right and and not just
  • 00:05:09
    for PC players so that group that I
  • 00:05:11
    mentioned the consumer trade uh
  • 00:05:13
    Association they estimated these tariffs
  • 00:05:15
    could cost us consumers 7 billion more
  • 00:05:17
    dollars for consoles just quite a few
  • 00:05:19
    dollars now the impact here right it's
  • 00:05:22
    more than just your wallet it is going
  • 00:05:23
    to go across the industry almost every
  • 00:05:26
    aspect of it right now okay there is no
  • 00:05:30
    evidence to suggest that digital
  • 00:05:31
    products are going to be impacted by
  • 00:05:33
    these tariffs and that's because there
  • 00:05:35
    are various trade agreements that are in
  • 00:05:36
    place to protect digital Goods now that
  • 00:05:39
    does depend on everyone honoring those
  • 00:05:41
    agreements maybe they won't but let's
  • 00:05:43
    assume they will let's assume digital
  • 00:05:44
    will be fine because we got to talk
  • 00:05:46
    about what we know would not be fine and
  • 00:05:48
    that's physical games before doing this
  • 00:05:50
    story in one previously I had no idea
  • 00:05:52
    about this so do you know where the
  • 00:05:53
    majority of American game discs come
  • 00:05:55
    from the answer is Mexico so that's
  • 00:05:58
    basically where they are manufactured
  • 00:06:00
    and that means that if the Mexican
  • 00:06:01
    tariffs uh continue publisher costs for
  • 00:06:04
    making physical games will increase now
  • 00:06:06
    there is some good news here right the
  • 00:06:07
    estimates are suggesting that this would
  • 00:06:09
    be just under a dollar per disc now yeah
  • 00:06:12
    that's millions of dollars across
  • 00:06:14
    millions of discs it's not huge but it's
  • 00:06:16
    also not the whole story this is where
  • 00:06:18
    I'm going to cut to a analyst Matt
  • 00:06:20
    piscatella he's been in the analyst that
  • 00:06:22
    biz for like 20 plus years bit of a
  • 00:06:24
    legend works for sirana and he predicts
  • 00:06:26
    one of two outcomes from this right his
  • 00:06:28
    first prediction ERS can increase the
  • 00:06:30
    cost of physical games and also of
  • 00:06:33
    digital games to ensure price parity
  • 00:06:36
    that would be them passing the cost onto
  • 00:06:38
    your wallet but then of course making it
  • 00:06:40
    you know fair and uh increasing the
  • 00:06:42
    price of the digital games to match of
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    course those digital games not being
  • 00:06:46
    impacted by the tariffs so that would be
  • 00:06:49
    a sneaky sneaky business if they did
  • 00:06:51
    choose to do it the other thing they
  • 00:06:52
    could do though is also not really good
  • 00:06:54
    because it's just choosing not to
  • 00:06:56
    produce physical discs at all now they
  • 00:06:58
    could sell the matter as a consumer good
  • 00:07:01
    basically saying look we need price
  • 00:07:03
    parody between them we're not going to
  • 00:07:04
    do these physical things um anymore
  • 00:07:06
    we're going to protect prices for the
  • 00:07:08
    60% of the market who are playing
  • 00:07:10
    digital games they could probably write
  • 00:07:12
    up press for selling that as a good
  • 00:07:14
    thing now even if the tariffs keep being
  • 00:07:16
    delayed right because we don't know if
  • 00:07:18
    this will ultimately end up coming to
  • 00:07:20
    pass what we do know for sure though is
  • 00:07:22
    that there's a lot of uncertainty
  • 00:07:24
    uncertainty is bad for business
  • 00:07:27
    uncertainty can also be an excuse
  • 00:07:29
    there's a lot of companies doing layoffs
  • 00:07:30
    and various Things based on these
  • 00:07:32
    tariffs even though they don't know if
  • 00:07:34
    the tariffs are actually coming and uh
  • 00:07:36
    it will often seem like well the
  • 00:07:39
    uncertainty of tariffs is just an excuse
  • 00:07:40
    to do layoffs that some companies plan
  • 00:07:42
    to do anyway as for this though why
  • 00:07:44
    would you commission several million
  • 00:07:46
    discs for a game releasing in 3 months
  • 00:07:47
    if you've got no idea how much uh
  • 00:07:49
    they'll end up costing in the end but of
  • 00:07:52
    course it's not just that it's also the
  • 00:07:53
    consoles that play those discs and you
  • 00:07:55
    know it is serious when Nintendo Sony
  • 00:07:57
    and Microsoft all decide to band
  • 00:08:00
    together as friends now that's what they
  • 00:08:01
    did in 2019 whenever these tariffs were
  • 00:08:04
    proposed right they basically banded
  • 00:08:06
    together and they warned that a 25%
  • 00:08:07
    price increase would mean that a games
  • 00:08:09
    console would be quote Out Of Reach for
  • 00:08:11
    Holiday spending that consumers would
  • 00:08:13
    have to spend $ 840 million more dollars
  • 00:08:15
    on their Christmas consoles and because
  • 00:08:18
    they did that in 2019 they got
  • 00:08:20
    themselves an exception in 2025 they
  • 00:08:23
    have not got an exception and of course
  • 00:08:25
    there's a big problem if you're Nintendo
  • 00:08:27
    and you've got a switch to coming I mean
  • 00:08:30
    yeah it would suck for Xbox and
  • 00:08:31
    Playstation but um you know if Nintendo
  • 00:08:34
    got disproportionately impacted I'm sure
  • 00:08:36
    they wouldn't be that sad because of
  • 00:08:37
    course their follow-ups right the Next
  • 00:08:39
    Generation that's well still going to be
  • 00:08:41
    a few years and being real with you it
  • 00:08:43
    is the span of the next few years that
  • 00:08:44
    actually matters I'm pretty sure you've
  • 00:08:46
    noticed there's a little bit of a you
  • 00:08:48
    know recalibration of the whole game
  • 00:08:50
    board right in terms of the world
  • 00:08:52
    politics multipolarity all those fun
  • 00:08:54
    things that are totally out of the scope
  • 00:08:55
    of this channel but survive to say
  • 00:08:57
    is changing and now these businesses are
  • 00:08:59
    are trying to work out how they
  • 00:09:00
    basically survive and how to not price
  • 00:09:02
    themselves out of the market and they've
  • 00:09:04
    been doing that for the last 5 years
  • 00:09:05
    because they have seen this on the
  • 00:09:06
    horizon all three have moved some of
  • 00:09:09
    their production outside of China but
  • 00:09:11
    even with that the US is still an
  • 00:09:13
    absolutely huge import market uh this
  • 00:09:15
    was pointed out by Daniel am out of niik
  • 00:09:18
    Partners uh that post 2019 us Imports
  • 00:09:21
    for Chinese products were reduced in
  • 00:09:23
    real shipping terms but right console
  • 00:09:26
    Imports remained above 75% the market so
  • 00:09:30
    that actually means that console Imports
  • 00:09:31
    are still pretty damn exposed to all of
  • 00:09:33
    this risk and it does make sense like
  • 00:09:36
    rebuilding a whole infrastructure to
  • 00:09:38
    build all those consoles will take time
  • 00:09:40
    and money and that's a lot of work to
  • 00:09:42
    build a parallel production line that's
  • 00:09:45
    going to take time that's going to take
  • 00:09:46
    money money that will be passed down to
  • 00:09:48
    us and of course as the first to launch
  • 00:09:51
    Nintendo has likely made the biggest
  • 00:09:53
    move here David Gibson another analyst
  • 00:09:56
    pointed out that after 2019 Nintendo
  • 00:09:58
    started on a plan to basically do as
  • 00:10:00
    much maneuvering as they could to move
  • 00:10:02
    50% of their production to other regions
  • 00:10:05
    a big example is say Vietnam and it does
  • 00:10:07
    seem like Vietnam is a real beneficiary
  • 00:10:09
    of well companies just moving their um
  • 00:10:11
    their manufacturing elsewhere the plan
  • 00:10:13
    basically being they're still going to
  • 00:10:14
    make a shitload of consoles on China
  • 00:10:15
    it's just they'll go to other places and
  • 00:10:17
    Vietnam consoles will go to America but
  • 00:10:19
    that will not mean there is no impact on
  • 00:10:21
    your wallet because the cost of moving
  • 00:10:23
    your whole production well uh that will
  • 00:10:25
    have to be recouped somewhere let's talk
  • 00:10:28
    worst case scenarios and to be be honest
  • 00:10:29
    with you right there's some spooky
  • 00:10:31
    to come but it's actually on top of
  • 00:10:34
    that's already real spooky if you've
  • 00:10:36
    watched all of our videos may know this
  • 00:10:37
    but the tldr right is that when you
  • 00:10:40
    actually adjust for inflation premium
  • 00:10:42
    console spending has been remarkably
  • 00:10:44
    flat over the years right um last year
  • 00:10:47
    2024 actually saw a sales decline so The
  • 00:10:51
    Vibes have not been good right in
  • 00:10:53
    basically the games industry and uh this
  • 00:10:56
    could uh well change things a bit so if
  • 00:10:58
    these tariffs continue
  • 00:10:59
    estimates are that console sales will
  • 00:11:01
    drop by 57% at worst bear in mind they
  • 00:11:04
    are already kind of low in the last few
  • 00:11:06
    years and the consumer trade Association
  • 00:11:08
    thinks that it will get worse and yeah I
  • 00:11:11
    mean you've got Sony basically keeping
  • 00:11:13
    par with the PS4 generation with the PS5
  • 00:11:16
    generation I believe they may have
  • 00:11:17
    slightly outpaced it but Microsoft is
  • 00:11:20
    behind so it does seem that those
  • 00:11:22
    console sales basically are on the
  • 00:11:23
    downtrend anyway now if you start
  • 00:11:25
    slapping on 10 20 25% right of an
  • 00:11:28
    upcharge well those console sales
  • 00:11:30
    are going to go down even more and even
  • 00:11:33
    if that stuff doesn't happen the risk
  • 00:11:35
    the uncertainty will impact how much it
  • 00:11:38
    costs to do things right and that means
  • 00:11:40
    it'll be passed down to you I mean a
  • 00:11:42
    luxury good like a new console or a GPU
  • 00:11:44
    is already something that you really
  • 00:11:45
    think about before buying that you've
  • 00:11:47
    got to justify and that is harder if you
  • 00:11:49
    have 20% more cost you're not alone if
  • 00:11:52
    that is your feeling there's um analysts
  • 00:11:54
    one example juice van dreiden maybe
  • 00:11:57
    maybe that's his name I tried anyway uh
  • 00:11:59
    He suggests that even with the best
  • 00:12:01
    possible outcome right and uh you know a
  • 00:12:03
    new generation of console spiking
  • 00:12:05
    interests that console sales would be
  • 00:12:07
    dropping again as we approach 2030 I
  • 00:12:10
    suppose that would be the GTA 6 sales
  • 00:12:12
    bubble finally going away and uh us
  • 00:12:14
    realizing I don't know Gaming's dead so
  • 00:12:17
    in the worst case this actually could be
  • 00:12:19
    building up to be the weakest games
  • 00:12:21
    Market in a decade what happens to the
  • 00:12:24
    games industry as a whole in this worst
  • 00:12:26
    case scenario Well Physical games would
  • 00:12:28
    slide further and further into
  • 00:12:30
    obsolescence if you care about
  • 00:12:31
    preservation that's not good if you want
  • 00:12:34
    to uh be an absolute Bandit and borrow a
  • 00:12:37
    game from your friend instead of
  • 00:12:39
    downloading it again or you know buying
  • 00:12:41
    it um well uh rip that obviously PCS and
  • 00:12:44
    laptops would be far more expensive
  • 00:12:46
    under these tariffs so they would not
  • 00:12:48
    Escape fully but the PC market actually
  • 00:12:50
    might be uniquely more resilient because
  • 00:12:53
    you can use your PC for like more than
  • 00:12:56
    than just like what a games console does
  • 00:12:58
    and that means if if you are going to be
  • 00:12:59
    spending a bunch of money doing that on
  • 00:13:01
    your PC well that's probably where it's
  • 00:13:03
    going to go over something like a
  • 00:13:05
    console now that is of course if
  • 00:13:07
    audiences don't just um switch to you
  • 00:13:09
    know phones and tablets which would be
  • 00:13:11
    sad or maybe settle in like streaming
  • 00:13:13
    platforms like uh you know GeForce now
  • 00:13:15
    and stuff kind of hard to say digital
  • 00:13:18
    spending for PC would likely continue to
  • 00:13:19
    grow basically but that doesn't
  • 00:13:21
    necessarily mean more games and if it's
  • 00:13:23
    anything like the trends that have
  • 00:13:24
    dominated the last few years it'll
  • 00:13:26
    basically go like this less full-priced
  • 00:13:28
    premium game sales because people have
  • 00:13:30
    got to be a bit more smart with their
  • 00:13:32
    money in an economic pinch less Next
  • 00:13:35
    Generation games as developers basically
  • 00:13:37
    stay with a far larger audience they
  • 00:13:39
    stick to what they're doing you'll see
  • 00:13:41
    more free-to-play games that have got a
  • 00:13:42
    lower barrier to entry and more
  • 00:13:44
    microtransactions to monetize that
  • 00:13:46
    audience and probably more
  • 00:13:47
    microtransactions that are geared to be
  • 00:13:49
    hyper premium because the thing about
  • 00:13:51
    money is it all actually does have to go
  • 00:13:53
    somewhere right and uh as wealth
  • 00:13:55
    inequality you know changes well why do
  • 00:13:58
    you think that Riot are doing $250 skins
  • 00:14:01
    for League of Legends because um
  • 00:14:04
    buy them because they've
  • 00:14:06
    got a lot of money maybe you don't have
  • 00:14:08
    I'm now going to try to do something
  • 00:14:09
    real dangerous making predictions but I
  • 00:14:12
    actually think I'm going somewhere with
  • 00:14:13
    this right so when say an animal is
  • 00:14:16
    backed into a corner it's going to fight
  • 00:14:18
    for its life you know if a if a mother
  • 00:14:20
    thinks that the baby is is is under
  • 00:14:22
    threat it's going to just be so much
  • 00:14:24
    more you know powerful aggressive
  • 00:14:26
    whatever well whenever our games come
  • 00:14:29
    companies are a bit backed into a corner
  • 00:14:31
    they may be facing some systemic decline
  • 00:14:33
    how are they going to get more money
  • 00:14:35
    well I think I know actually I think
  • 00:14:37
    we're going to see the growth of in-game
  • 00:14:39
    advertising we recently talked about it
  • 00:14:41
    in a video that was really focused on
  • 00:14:43
    steam's policies but if you watch that
  • 00:14:45
    video you'll know it wasn't just about
  • 00:14:47
    steam it was about product placement
  • 00:14:49
    stuff that we see and say well you know
  • 00:14:50
    the kachima production games as as one
  • 00:14:52
    example and there's pressure and this
  • 00:14:55
    pressure does not necessarily have to
  • 00:14:56
    come from within the games companies EA
  • 00:14:59
    shareholders were the ones asking Andrew
  • 00:15:01
    Wilson about ads because to a game
  • 00:15:03
    publisher free money's free money you've
  • 00:15:06
    got eyeballs why don't you show an ad
  • 00:15:08
    and monetize those eyeballs and as we
  • 00:15:11
    covered in the steam video there's loads
  • 00:15:13
    of ways you can get around steam's
  • 00:15:14
    policy and while lots of this could be
  • 00:15:16
    driven by American companies dealing
  • 00:15:17
    with American problems well if ads are
  • 00:15:20
    coming that'll come to you that means
  • 00:15:22
    that regardless of where you are you
  • 00:15:24
    will be paying for the trade War if
  • 00:15:27
    American spending de increases those
  • 00:15:29
    costs have got to be recouped somewhere
  • 00:15:31
    else it's all part of a Global Network
  • 00:15:33
    that is under pressure right that money
  • 00:15:36
    has got to come from somewhere and if
  • 00:15:38
    you want to see the way that pressure
  • 00:15:40
    makes games leadership make really bad
  • 00:15:43
    calls I think you should watch this
  • 00:15:45
    video next
Tags
  • handelsoorlog
  • game-industrie
  • prijsstijgingen
  • digitale vs fysieke games
  • tarieven
  • consumer technology association
  • analyses
  • game verkoop
  • in-game advertenties
  • gaming toekomst