![]() ![]() While TapTap is available on both Android and iOS, only the Android version allows players to download games directly (the iOS version serves only as the community hub). Devs can now direct their Android user acquisition efforts towards TapTap, which creates a win-win-win situation: TapTap gets more users, the players get an amazing gamer hub, and devs don’t pay any store fees. XD’s Interim Report 2020 shows that TapTap’s advertising revenue sits at $38M, a 20% increase from the previous year.īack to X.D Networks’ investors: Bilibili’s investment signals a closer collaboration between China’s most popular long-form video network and China’s most popular gamer hub. This powerful combo is already proven - miHoYo launched Genshin Impact in China primarily through a collaboration between Bilibili and TapTap, skipping the traditional Android app stores. It will fascinating to see how others follow suit. ![]() ![]() Things get more interesting when you look at who owns a stake in Bilibili. Tencent increased its position to 18% in 2020, Alibaba took a 10.8% stake back in 2019, and Sony bought in at $400M for 4.98% in 2020. The obvious name missing is Bytedance therefore, it wouldn’t be surprising to see Bytedance launch a self-developed gaming hub to counter TapTap with TikTok as its primary means of driving user acquisition. ![]()
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