Over the past few years, the most contentious battles in gaming have generally focused on content distribution. This is where many of the most valuable gaming enterprises in the world have built their names (Valve, Roblox), and major IP owners have repeatedly tried to create their own proprietary launchers (Epic Games, Activision Blizzard, EA). In the PC ecosystem, there are countless channels to find, download, and play a variety of games.
This is a stark contrast to the mobile app economy, which is generally viewed as a duopoly controlled by Apple and Google. Each of these tech giants not only has their own hardware, but most importantly control the operating systems that run nearly every mobile device globally (71.63% Android (Google), 27.71% iOS (Apple)).
Current App Distribution Landscape
Through their mobile operating systems, Apple and Google effectively own the software layer for all of their first-party and partnered devices. Partnerships such as Samsung and Huawei are only relevant for Google, as iOS is exclusively featured in Apple devices. Owning the operating system is not just important from a user experience perspective; it also enables both parties to establish their own first-party app marketplaces.
These marketplaces are key drivers of overall mobile revenue for both Apple and Google, with each party’s store taking in tens of billions of dollars each year. As a result, maintaining control over app distribution remains a key focus for both parties. However, there is a key difference in how Apple and Google treat alternative distribution of apps from third-parties.
While Google has allowed for external marketplaces and direct app downloads from the web (known as “sideloading”), Apple has continued to ensure that app downloads are exclusively funneled through their App Store product. Given Apple effectively has complete control over an iOS user, their actions have sparked a number of antitrust lawsuits (e.g., Epic v Apple, EU antitrust action). This is particularly relevant since both platforms currently take a 30% revenue share on app downloads and in-app purchases.
These legal challenges have opened up a couple important questions for Apple:
While the answer to #1 is still up in the air (there is speculation that there could be an announcement related to iOS 17 at WWDC), we may already have a glimpse into future distribution through the web. If you have an iPhone with Safari as your browser you can test it out yourself. Go to Spotify and click the share icon (square with an arrow pointing up) on the bottom ribbon. If you scroll down, you will see an option to “Add to Home Screen”. Once you click “Add”, you will see a new icon pop up that takes you straight to a web-connected app with a user interface that feels like a native app.
What are PWAs?
Progressive Web Apps (PWAs) are websites designed to function like traditional native applications. They are built with web technologies and languages like html, css, and javascript. Because they are built for the web, PWAs are easily distributed (they can be accessed anywhere a user can leverage a browser), they are relatively cheap to develop, and tend to be lightweight and fast. Because PWAs are loaded in real-time, they are not well suited for large or highly complex applications.
API landscape that makes PWAs possible:
How do PWAs perform against native apps:
PWAs' Impact on Gaming
Native applications have traditionally been the best way to distribute and consume content. This is due to the infrastructure being built for native experiences and not other mediums. With PWAs there are distribution, discoverability, and accessibility improvements that could be significant tailwinds for gaming.
Benefits for Gaming:
Takeaway: PWAs offer a potential paradigm shifting technology that could allow games and apps to circumvent the need for a traditional app store. Benefits like offline mode, increased distribution and discoverability, and lightweight applications offer immense benefits for developers and consumers.