2026-04-01 13:15:28
2026 ij 긮(Capital Markets Briefing, CMB) ؽ ο ʰ Բ ȸ û ߴ. ̹ ؽ ũƼ Ѱϴ Ʈ (Patrick Söderlund) ȸ, ̺ ϻ ȸ 濵 å ǥ̻簡 ؽ ̷ ϸ ̸ ߽״.
ؽ 2025 4,750 ϰ, 8 1,000 ̻ 帧 âϴ ߰ ̾Դ. Ư 22Ⱓ ý丮 ְ ŵξ, ũ ̴ ȸ ۷ι ø ߴ. ؽ ̷ Ģ ȿ , ۷ι 忡 ȸ ŵ쳪ڴٴ δ.
Ʈ ȸ, ð ߡ ü ȭ
Ʈ ȸ ؽ ڻ, ý丮, ͡ 20 ̻ Բ ȣؿ IP ġ ϸ ǥ ߴ. ״ ̷ ڻ ű ؽ ٽ ¡̶ ߴ.
̾ ȸ ü ʿ ϰ ϸ, ؽ ư ο ⼺ ߴ. ɼ Ʈ ȸ ߽Ű ȯϰ, ̸ Ʈ Ȯ 並 ̶ . , żϰ ǻ Ȯ ȭ ӵ ̴ , Ͽ ڿ ٽ о߿ Ѵٴ ȹ ߴ.
ֱ ߴ Ű⡯ ̽ ؼ ȣ ذ . ش ȸ սǰ δ ߱ С ϸ, ο ְå(CRO) Ӹ ǹ ü ġ ż ߴٰ .

ȸ AI ؽ ؼ ߴ. ؽ 30Ⱓ λƮ ܼ ͺ̽ ƴ ƶ̸, ̴ ڻ̶ ߴ. ̾ ؽ AI ϰ ִ ƶ Ŵ Ը Ȱ ְ ڻ ġ شȭϴ ̶ ߴ.
Ҿ ؽ ȭ ܰ ȭؾ Ѵٰ ߴ. ũ Ʃ ʿ , ȹ ϴ ƴ϶ ϸ Ʈ ũ÷ο ȭ Ȱ Ͽ ð ̰, âǼ ٽ ġ ϰ ã ȭ ߿ϴٰ ߴ.
ư ƽþ Ѿ ۷ι Ȯ ߿伺 Ƿϸ, κ ũ ̴ ߴ. ũ ̴ ؽ ۷ι ü ִ ߾ ǥ ʷ, ȸ ̷ ɼ 븦 ٲٴ ߿ ȯ̶ ߴ.
ǥ ϸ ؽ ū ڻ Ҵ Ŀ´Ƽ žҴ. Ʈ ̳ ű ڴ ̰ Բ ִ°? ϳ ̶ ߴ. Ȯ ϰ, ȸ ʰڴٴ Ȯ Ģ ߴ.

ǥ, IP ̷
ǥ CMB ؽ ֿ IP ɾ ϰ ϴ ǥ ߴ. 'ý丮' ѱ PC ߰ ȸ, 'ý丮 ' Ȯ, ο ' Ű' Ծ ü 43% , 40% ѱ ƴ ۷ι ϰ ߴ. ͡ PC ȸ ̸ 30% ϸ ȸ ߴٰ ٿ.
, ϡ , ؽ ۷ι ø ũ ̴ ο ۷ι IP Ȯ ִ ɼ Ȯ ߴٰ ߴ.
ݸ, ߱ 忡 ϡ '۽Ʈ Ʈ' ʹ Ӽ ߴ ؼ ϸ ʿ伺 ߴ.

̷ , ǥ ý丮 ٸ ٽ ̽ ߴ. ý丮 ܼ ϳ ŸƲ ƴ, ȭ ̷ мϸ ھ ȭ PC ý丮 UGC ÷ ý丮 塯 Ŭ Ȯ 㡮 Ű⡯ ȯ濡 ij־ 㡯ý丮 Ϲ ο ʷ ý丮 ߴ. ۷ι ȭ ϰ, Ŀ´Ƽ ȭϴ ȭ(Hyperlocalization) , ü ߴٰ ߴ.
̾ ͡ 絵 Ұߴ. ϡ ټƮ Ͽ ٽ ٺ ۾ ˷ȴ. ̿ ÿ, ý丮 մ Ű⡯ ̰, ͡ Ȳݱ⸦ ؼ Ŭġ 2027 Ѵ. ư ۽Ʈ Ŀ: īܡ Ȯ ۷ι Ȯ ɼ : ƶ塯, Ʈ ų ŷ ̾ ̶ οߴ.
⡯ IP ο Ȱ Ҿִ Ʈ غ ̴. ϡ 븸 Ϻ Ȯϸ, ̵带 PC ٽ ȭ ʹƼ ű RPG : Ʈ IP ȭѴٴ ħ̴.
FC ̺ . 2026 Ͽ ̹ ÷̿ ౸ ϴ ϸ PC, , ̹ پ ÷ ó â Ѵ.
IP ȭϴ ÿ ۷ι ܳ ű IP ξ ڽŰ ƴ. Ư, ũ ̴ Ͽ찡 ũ Ʃ ű Ʈ 2027 ø ǥ ϴ Ʈ Į : LAST PARADISE IP ۷ι 忡 Ȯ ħ̴.
ħ ܺ ߿伺 ߴ. EA, ټƮ ۷ι Ʈʻ ξ ߰ ŷ ؽ ߿ ڻ Ȯϴ ֱ ڵ θƮ ۺ Ȯ ȸ ̶ ߴ.
ǥ ؽ AI ̴ϼƼ 뷹ũ(Mono Lake) Ұϸ, AI ؽ ȭ ٹ ߴ. 뷹ũ ؽ Ⱓ Ϳ λƮ ڿ ֵ ϴ ٽ ý ܼ Ѿ ߺ ٺ ϴ Ʈ ߴ.

Ҿ ؽ AI â η üϴ ƴ϶, ڵ ܼ ݺ ۾ âǼ ϵ ڰ ̶ , âǷ ȭ ̷ ̷ ڽŰ ƴ.
쿡 ÷ CFO 8,000 Ѵ ݼ ڻ â ɷ , Ģ ڡ ϰ ں ȯ ְġ شȭϰڴٴ ǥϸ 縦 ߴ.
ؽ ڿ ġ 2026 ϰ , ͼ ϴ ǥ ̴.
ȯ å ȭѴ. 2026 ִ 60 ȹϰ , ̴ 2025 33% ġ. , 33% ̻ ȯ å Ծ ϰ, Ⱓ ش ξ ȸϴ ȯ ؿ ŭ, ε ڻ ְġ ڴٰ ߴ.
Ӽ ǥ-- 2.0 ѹα ̼ ̿ ֽϴ.