2023-06-07-PitchBook-2023年一季度游戏报告（英）_8页_2mb

报告摘要

✅ Funding Performance:

Total funding in Q1 2023: $1.1 billion across 140 deals
Quarterly deal value increased by 10.7% (YoY: -75.7%)
Quarterly deal count increased by 20.7% (YoY: -56.4%)
Pre-money valuations saw significant growth since 2020, with a current median of $27.9 million (up from $2.2 million in 2020)

✅ Sector Breakdowns:

Development Tools: $264.6M
Publishers & Content Developers: $338.3M
Other notable sectors included security, emerging opportunities, and infrastructure

Potential Impact: Generative AI is poised to enhance creative output, speed up prototyping, and enable personalized experiences
Use Cases:
- Game creation: Reduce development costs and time
- Content generation: Enhance dialogue, sound effects, localization, and procedural elements
Adoption evident at GDC 2023, with companies like Ubisoft exploring tools like "AI Ghostwriter"
Emphasis on productivity gains for both indie developers (e.g., lowering effort ratios) and large studios (e.g., increasing output frequency)

Notable investments:
- Character.ai ($150M Series A)
- Believer Entertainment ($55M Series A)
- LandVault (Early-stage deal, $39.4M)

The market responded to pandemic-era growth by normalizing consumer spending ($4.6B in March 2023 vs. $4.8B prior, ~5% YoY decline)
PC & console game sales in Europe declined 11% year-over-year, signaling stabilization post-pandemic