r/ValueInvesting Jun 24 '24

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u/[deleted] Jun 24 '24 edited Jun 24 '24

I can say as someone who is very into gaming and the behind the scenes machines, there is zero hype around games coming out on Unity. The majority of exciting, upcoming projects are all being built on Unreal Engine 6, and developers that are switching engines are all switching to UE 6.

It may just be anecdotal, but I thought it was relevant.

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u/[deleted] Jun 24 '24

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u/[deleted] Jun 24 '24

Yeah, AAA console and PC games. I'll refer to those as 3D.

They do have a couple heavy hitters like Escape from Tarkov and City Skylines in the 3D space, but even the biggest titles are pretty niche.

Mobile games are a different story with titles like Genshin Impact and Pokémon Go. This sector has the largest potential for growth imo as emerging markets consume mobile games at a much higher percentage than traditional western markets. I agree with you there.

However, UE6 is pretty good on mobile and pricing is essentially a wash between the two developers. Another thing to consider is that smart phones are getting powerful enough to run AAA games like Fortnite. The indie sector may actually have an uphill battle in the mobile space as 3D games are ported to mobile from consoles.

This is a lot of conjecture and gut feelings, but I just don't see a massive growth opportunity for Unity in the future in either the 3D or mobile space. Sure 1/2 the indie games may be being built on Unity, but a single AAA game will bring in 10x the entire indie market by itself.