axentx · biz opportunities ▸ Japan → Thailand

中国産ソシャゲ「NTE」をプレイしたマンガ家が思う「アニメ調オープンワールド大作」を日本が作らなくてもいい理由

GO Panel avg 5.5/10 Invest signal 45% Source JAPAN (ja)
Original signal
中国産ソシャゲ「NTE」をプレイしたマンガ家が思う「アニメ調オープンワールド大作」を日本が作らなくてもいい理由
https://www.itmedia.co.jp/news/articles/2605/10/news014.html

Expert panel evaluations

Asian Trade SpecialistPIVOT · 5/10
While the game shows promise in Japan, there is insufficient evidence of demand in Thailand and a clear pricing strategy is needed.
TAM: 500M THB | demand: low | channel: shopee|lazada|tiktokSOURCE: japan | supplier: moderate | landed cost: 40%GM: 30% | payback: 18mo | min capital: ฿2.0M
Thai Consumer InsightsNO-GO · 3/10
The opportunity hinges on game development, an IT‑centric activity that does not align with a non‑IT retail strategy, and the Thai market’s price sensitivity limits the potential for profitable sales.
TAM: 15M THB | demand: medium | channel: multiSOURCE: japan | supplier: moderate | landed cost: 30%GM: 50% | payback: 12mo | min capital: ฿1.0M
Retail OperatorGO · 8/10
泰国游戏爱好者对动画风格开放世界游戏周边有明确需求,供应链顺畅且单位经济优,具备蓝海潜力
TAM: 100M THB | demand: medium | channel: multiSOURCE: china | supplier: abundant | landed cost: 35%GM: 60% | payback: 2mo | min capital: ฿0.1M
Import/Logistics ExpertPIVOT · 6/10
There is a growing market for gaming in Thailand, and with the right localization strategy, there is potential for success.
TAM: 1500M THB | demand: medium | channel: shopee|lazada|offline-shopSOURCE: china | supplier: moderate | landed cost: 40%GM: 30% | payback: 12mo | min capital: ฿1.5M
Local SME OwnerPIVOT · 7/10
Thai market shows demand for anime-style gaming content but prefers mobile formats. Pivoting to mobile reduces capital needs and aligns with local consumption patterns, though competition remains intense.
TAM: 15000M THB | demand: high | channel: multiSOURCE: china | supplier: abundant | landed cost: 35%GM: 65% | payback: 18mo | min capital: ฿1.2M
Blue-Ocean StrategistPIVOT · 5/10
While there is potential, the high development costs and unclear demand make it a risky investment. A pivot to a smaller, niche game genre would be more viable.
TAM: 500M THB | demand: medium | channel: multiSOURCE: local | supplier: moderate | landed cost: 40%GM: 60% | payback: 18mo | min capital: ฿2.0M

Key numbers

15–15000M THB Thai TAM range30–65% gross margin

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