Recently, a deep-dive article from Huxiu explored MiHoYo's unique position in the industry. It noted that investors' questions have shifted from 'how to survive' to 'can you make another Genshin?' The success of the game shattered the bias that ACG-themed (Anime, Comic, Games) titles couldn't achieve high Daily Active Users (DAU), causing cracks in the duopoly of Tencent and NetEase.
MiHoYo's ambition is evident. Beyond the Honkai series and Genshin Impact, upcoming projects like 'Honkai: Star Rail' and 'Zenless Zone Zero' are attracting massive attention. The article points out that the three key founders—Liu Wei, Cai Haoyu, and Luo Yuhao—are aiming to crack the 'cloud gaming' space that industry giants have struggled to dominate, hoping to solve performance bottlenecks for users on lower-end devices.
In terms of R&D, MiHoYo shows a strong preference for internal development—from management tools to data centers, and even brain-computer interfaces and AI plugins. Their IT budget has surged from 200 million RMB in 2020 to 600-700 million RMB in 2022. However, this rapid growth has led to 'organizational crises,' which President Liu Wei has publicly acknowledged.
The community response has been polarized. Some players are surprised by the claim that 'investment in movie IP exceeds advertising spend,' while others question the article's integrity. By relying heavily on 'Jiuqian Central' (a data platform) and anonymous 'insiders,' many skeptical netizens wonder if the piece is speculative, calling it a disjointed compilation that borders on out-of-context framing.
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