Com2uS Holdings 推出八款新作，扩大 PC 和主机游戏阵容
Com2uS Holdings 宣布下半年将扩大 PC 和主机游戏供应，主要通过 Steam 平台推出八款新游戏。该公司第二季度游戏业务收入下滑，此举旨在提振业绩。
原文深度解读
本文报道了韩国游戏公司 Com2uS Holdings 在 2024 年下半年扩大 PC 和主机游戏供应，主要通过 Steam 平台推出八款新游戏，以应对第二季度游戏业务收入下滑。文章涉及公司近期发布的游戏（如《Zenonia 1: Thread of Memories》《Fatal Claw》）、关键财务数据（第二季度收入 156 亿韩元，同比下降 43%）、以及即将发布的 MMORPG《Ares: The Iron Vanguard》。与电子元器件供应链的关系：游戏行业作为消费电子内容端，其硬件需求（如 PC、主机、服务器）可能影响电子元器件的需求，但本文未直接提及元器件供应链。
- Com2uS Holdings 于 8 月 31 日在 Steam 发布《Zenonia 1: Thread of Memories》，该游戏是 2008 年功能手机原版的重制版，保留像素图形和核心元素，改进 UI 和便利性，峰值同时在线玩家约 1000 人（据 SteamDB）。
- 公司于 8 月 26 日发布 NDEV Games 开发的新作《Fatal Claw》，峰值同时在线玩家 515 人，是早期测试期间的 8.3 倍；8 月 21 日在 Steam 和 Epic Games Store 发布《Fading Echo》。
- 第二季度合并收入 156 亿韩元，同比下降 43%；营业亏损 53 亿韩元，亏损扩大；独立营业收入（反映游戏业务）60 亿韩元，同比下降 57%，环比下降 53%。
- 公司下半年围绕四个领域重组游戏业务：通过放置类 RPG 的实时服务获取稳定收入，全球多平台扩展 MMORPG 和动作游戏，通过新收集类 RPG 和解谜休闲游戏增加日活跃用户。
- 《Ares: The Iron Vanguard》由 Second Dive 开发，计划本月全球发布（除韩国和大中华区），8 月 6 日在六个国家（加拿大、巴西、印尼、马来西亚、澳大利亚、新西兰）软启动；游戏设计强调单人动作 RPG 体验，降低进入门槛。
- 公司还准备三款新游戏：《Lone Chef》（动作冒险）、《Space Revolver》（科幻解谜冒险）、《Woof! Woof! Runners》（4v4 团队竞速）。券商（Yuhwa Securities、Yuanta Securities）认为新游戏的成功将决定业绩恢复，预计 Ares 等下半年主要发布将推动收入增长。
供应链影响
- 游戏内容供应增加可能带动 PC、主机等硬件需求，进而影响相关电子元器件的需求，但具体影响取决于游戏的市场表现和硬件销售情况。
- 多平台发布（Steam、Epic Games Store）可能增加对服务器和云基础设施的需求，从而影响数据中心相关元器件（如处理器、存储、网络设备）的采购，但取决于用户规模。
- 游戏业务收入下滑可能影响公司对硬件设备（如开发用 PC、测试设备）的投资，进而影响元器件采购，但取决于公司成本削减措施。
- 全球发布（如 Ares）可能增加对本地化服务器和网络优化的需求，可能影响网络设备元器件的需求，但取决于各地区用户增长。
- 公司重组游戏业务可能改变其技术投资方向，可能影响对特定电子元器件（如图形处理单元、游戏主机组件）的需求，但取决于新游戏的技术要求。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
《Zenonia 1: Thread of Memories》于 8 月 31 日在 Steam 发布。（图片来源：Com2uS Holdings）
Com2uS Holdings 正在增加 PC 和主机游戏的供应，主要通过 Steam 平台，在下半年进行。随着第二季度游戏业务收入下滑，人们关注的是，扩大多平台游戏阵容能否推动业绩复苏。
Com2uS Holdings 最近于 8 月 31 日在 Steam 上发布了《Zenonia 1: Thread of Memories》。该游戏是 2008 年功能手机原版的重制版，为 PC 环境重新设计。Com2uS Holdings 保留了原版的像素图形和核心元素，同时改进了用户界面（UI）和便利性功能。据 SteamDB 称，该游戏自发布以来峰值同时在线玩家数约为 1000 人。
公司此前于 8 月 26 日发布了由 NDEV Games 开发的新作《Fatal Claw》。该游戏自发布以来峰值同时在线玩家数为 515 人，约为早期测试期间的 8.3 倍。Com2uS Holdings 还于 8 月 21 日在 Steam 和 Epic Games Store 上发布了《Fading Echo》。
公司扩大 PC 和主机游戏阵容之际，正值其寻求恢复游戏业务业绩。Com2uS Holdings 第二季度合并收入为 156 亿韩元，营业亏损为 53 亿韩元。收入同比下降 43%，营业亏损扩大。反映游戏业务表现的独立营业收入为 60 亿韩元，同比下降 57%，环比下降 53%。
Com2uS Holdings 正在下半年围绕四个领域重组其游戏业务。它计划通过放置类角色扮演游戏（RPG）的实时服务获得稳定收入，同时在全球多平台扩展大型多人在线角色扮演游戏（MMORPG）和动作游戏。它还计划通过新的收集类 RPG 和解谜休闲游戏增加日活跃用户（DAU）。
特别是，Com2uS Holdings 正专注于扩大其新的全球多平台游戏供应。公司一直在推出新游戏，包括收集类 RPG《Star Sailors》和解谜游戏《ColorSweeper》，随后是《Zenonia 1》和《Fatal Claw》。
Ares MMORPG 计划本月发布
公司下半年的关键新作之一是《Ares: The Iron Vanguard》（简称 Ares），该游戏正准备本月全球发布。Ares 由 Second Dive 开发，是一款 MMORPG，旨在增强战斗动作和角色成长。该游戏于 8 月 6 日在六个国家进行了全球软启动——加拿大、巴西、印度尼西亚、马来西亚、澳大利亚和新西兰。
“Ares 进一步强化了快节奏、有冲击力的动作和直接控制战斗的乐趣，以反映海外用户的游戏偏好，”Com2uS Holdings 表示。
公司设计 Ares 以反映海外用户的偏好，他们更喜欢沉浸式的个人游戏体验，而不是多人游戏体验。它围绕单人动作 RPG 体验重构了传统的动作 MMORPG 格式。游戏的早期阶段更强调单人内容，然后是合作玩家对环境（PvE）内容、季节性终局内容和可选的玩家对玩家（PvP）模式。这种方法旨在降低进入门槛并减少竞争压力。
Ares 尤其被视为对 Com2uS Holdings 的 MMORPG 和动作游戏全球多平台战略能否转化为海外用户增长的考验。该游戏计划本月全球发布，不包括韩国和大中华区市场（包括中国、香港和澳门）。
公司还在准备另外三款新游戏：《Lone Chef》，一款结合狩猎、探索和烹饪的动作冒险游戏；《Space Revolver》，一款科幻解谜冒险游戏；以及《Woof! Woof! Runners》，一款 4 对 4 团队竞速和角色养成游戏。
券商也认为新游戏的成功最终将决定 Com2uS Holdings 能否恢复业绩。Yuhwa Securities 在 2 月表示，公司今年寻求通过发布至少八款新游戏来实现扭亏为盈，这些游戏以全球和多平台战略为中心。它预计包括 Ares 在内的下半年主要发布将推动收入增长，同时表示今年公司收入增长的程度将取决于这些游戏的实际商业成功。Yuanta Securities 也在 4 月将 Ares 的全球发布视为关键预期游戏，并预测多款新游戏的全球发布将带来游戏业务收入的增长。
"Zenonia 1: Thread of Memories," released on Steam on Aug. 31. (Image: Com2uS Holdings)
Com2uS Holdings is increasing its supply of PC and console games, mainly through Steam, in the second half of the year. With revenue from its game business declining in the second quarter, attention is turning to whether an expanded lineup of multiplatform titles can drive a recovery in performance.
Com2uS Holdings recently launched "Zenonia 1: Thread of Memories" on Steam on Aug. 31. The game is a remake of the original title released for feature phones in 2008, redesigned for the PC environment. Com2uS Holdings retained the original's pixel graphics and core elements while improving the user interface (UI) and convenience features. According to SteamDB, the game has recorded a peak concurrent player count of about 1,000 since its release.
The company previously released "Fatal Claw," a new title developed by NDEV Games, on Aug. 26. The game has recorded a peak concurrent player count of 515 since its release, about 8.3 times the level during its early-access period. Com2uS Holdings also released "Fading Echo" on Steam and the Epic Games Store on Aug. 21.
The expansion of the company's PC and console lineup comes as it seeks to restore its game-business performance. Com2uS Holdings posted consolidated revenue of 15.6 billion won and an operating loss of 5.3 billion won in the second quarter. Revenue fell 43% from a year earlier, while the operating loss widened. Operating revenue on a standalone basis, which reflects the performance of the game business, was 6 billion won, down 57% from a year earlier and 53% from the previous quarter.
Com2uS Holdings is reorganizing its game business around four areas in the second half. It plans to secure stable revenue from live services for idle role-playing games (RPGs), while expanding massively multiplayer online role-playing games (MMORPGs) and action titles globally across multiple platforms. It also plans to increase daily active users (DAUs) through new collectible RPGs and puzzle and casual games.
In particular, Com2uS Holdings is focusing on expanding its supply of new global multiplatform titles. The company has been rolling out new games including the collectible RPG "Star Sailors" and deduction puzzle game "ColorSweeper," followed by Zenonia 1 and Fatal Claw.
Ares MMORPG Set for Release This Month
One of the company's key new titles for the second half is "Ares: The Iron Vanguard," or Ares, which is preparing for a global release this month. Developed by Second Dive, Ares is an MMORPG designed to enhance combat action and character progression. The game had a global soft launch on Aug. 6 in six countries — Canada, Brazil, Indonesia, Malaysia, Australia and New Zealand.
"Ares has further strengthened fast-paced, impactful action and the enjoyment of directly controlled combat to reflect the play preferences of overseas users," Com2uS Holdings said.
The company has designed Ares to reflect the preferences of overseas users who favor immersive individual gameplay over multiplayer experiences. It restructured the conventional action MMORPG format around a single-player action RPG experience. The early stages of the game place greater emphasis on single-player content, followed by cooperative player-versus-environment (PvE) content, seasonal endgame content and optional player-versus-player (PvP) modes. The approach is intended to lower barriers to entry and reduce competitive pressure.
Ares is seen in particular as a test of whether Com2uS Holdings' global multiplatform strategy for MMORPG and action games can translate into growth in overseas users. The game is scheduled for a global release this month, excluding South Korea and Greater China markets including China, Hong Kong and Macau.
The company is also preparing three other new titles: "Lone Chef," an action-adventure game combining hunting, exploration and cooking; "Space Revolver," a science-fiction puzzle adventure; and "Woof! Woof! Runners," a 4-on-4 team-based racing and character-development game.
Brokerages also see the success of new titles as ultimately determining whether Com2uS Holdings can recover its performance. Yuhwa Securities said in February that the company was seeking a turnaround this year by releasing at least eight new titles centered on a global and multiplatform strategy. It expected major second-half releases including Ares to drive revenue growth, while saying the extent of the company's top-line expansion this year would depend on the titles' actual commercial success. Yuanta Securities also identified the global release of Ares as a key anticipated title in April and forecast that global launches of multiple new games would lead to growth in game-business revenue.