Which Video Game Companies Are Most at Risk From NetEase’s Restructuring? - Cheirush Lanjut ke konten

Which Video Game Companies Are Most at Risk From NetEase’s Restructuring?

Februari 24, 2025
NetEase headquarters with a digital overlay of gaming icons, representing its impact on the industry.

NetEase, one of China’s biggest gaming giants, is undergoing major restructuring. This move has already led to global layoffs and project cancellations, sending shockwaves throughout the industry. But which video game companies could be most affected by these changes? Let’s break down the potential risks and what it means for the gaming landscape.

The Impact of NetEase’s Restructuring

As previously reported in our detailed analysis, NetEase has been restructuring its gaming division, cutting down on workforce and projects. This strategic shift aims to optimize resources but has raised concerns about the future of some of its partnerships and projects.

One of the most notable cases is the recent rumor about Marvel Rivals’ cancellation or character overhaul, which suggests that NetEase is heavily revising its projects based on market viability.

Which Companies Could Be at Risk?

While NetEase’s restructuring mainly affects its internal teams, external studios and partners relying on its funding and publishing support may face challenges. Here are some potential at-risk companies:

1. Western Studios Working With NetEase

Western developers who depend on NetEase’s financial backing for game development could experience funding cuts or project cancellations. Recent layoffs in NetEase’s overseas branches highlight this risk.

2. Chinese Game Developers in Collaboration With NetEase

Smaller Chinese studios that rely on NetEase’s infrastructure and publishing support could struggle to sustain operations if NetEase shifts its focus to more profitable ventures.

3. Mobile Game Publishers Partnering With NetEase

Given NetEase’s dominance in the mobile gaming market, developers who rely on NetEase for publishing or revenue-sharing models may need to reconsider their business strategies.

What’s Next for the Gaming Industry?

With NetEase’s restructuring in motion, the global gaming industry may witness shifts in partnerships and project priorities. Developers and publishers need to adapt by diversifying funding sources and exploring new collaborations to mitigate risks.

As more details emerge, we’ll continue to monitor the situation and provide updates on how this restructuring reshapes the industry.

What do you think? Do you believe NetEase’s restructuring will significantly impact the gaming market? Let us know in the comments!