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Captain
10-04-2008, 02:27 PM
Nintendo's newfound success was the result of careful planning, not accidental decisions, and Nathan explores the company's use of the “Blue Ocean Strategy”.

“When I think of what faces all of us right now, I imagine what it must have been like for the explorers who first set foot on a new continent. For them, it was impossible to imagine all the adventure that lay ahead.” - Satoru Iwata, GDC, 2006.

And as did Captain Cook and his crew, on the Endeavour, first gazed upon the beautiful land we now know as Australia, we gamers hung on these words, most breaths baited with anticipation, as the ‘rejection of norm’ could have the potential to change the very way that we game. Hold on tight, as we are now swimming in the ‘blue ocean’. However from this seemingly innocent concept spawned an even bigger battle – hardcore v. casual – in what some see as a winner takes all death match. But is this reality, or a serious case of misunderstanding?

“In the past, you've heard us talk about blue ocean strategy and innovator's dilemma and our role in this industry as a disruptor. But let me showcase for you another way to think about what it is that we're doing in this marketplace -- another way to look at our strategy.” – Reggie Fils-Aime, Nintendo Summit for Summer 2007.

Ever since the dawn of the ‘revolution’ we’ve all heard the term ‘blue ocean strategy’ thrown around in the various speeches by Nintendo executives and press releases - however what is truly meant by this term? Firstly the term “Blue Ocean Strategy” (2005) is the title of a book, which explains this business strategy – and admittedly whilst I did not read the whole thing on my brief flick through, not once did the term ‘casual gaming’ arise – and this is where there is a misconception as well as a misunderstanding of the term by us hardcore gamers.

W.Chan Kim explains (http://www.insead.edu/alumni/newsletter/February2005/Interview.pdf) that “the metaphor of red and blue oceans describes the market universe. Red oceans are all the industries in existence today—the known market space. In the red oceans, industry boundaries are defined and accepted, and the competitive rules of the game are known. Here companies try to outperform their rivals to grab a greater share of product or service demand. As the market space gets crowded, prospects for profits and growth are reduced. Hence, the term red oceans.”

We as video game fans understand this excerpt very well, and describes almost to perfection the outcome of the last two generations of hardware. It hits especially harder as Nintendo fans, when we realise we, as of last generation were forced into the niche market. Personally one can read W. Chan Kim’s metaphor a little deeper and compare the red ocean to that of waters that are patrolled by hungry sharks that will stop at nothing to achieve their market share – with the ‘red’ referring to bloodshed.

‘Blue oceans’, as W. Chan Kim continues to explain (http://www.insead.edu/alumni/newsletter/February2005/Interview.pdf), ”…denote all the industries not in existence today—the unknown market space, untainted by competition. In blue oceans, demand is created rather than fought over. There is ample opportunity for growth that is both profitable and rapid. In blue oceans, competition is irrelevant because the rules of the game are waiting to be set. Blue ocean is an analogy to describe the wider, deeper potential of market space that is not yet explored.”

http://www.aussie-nintendo.com/images/NEWS/feature_blue_ocean_strategy.jpg
And from this strategy the Wii is conceived. The Wii aimed to reinvigorate gamers that no longer played, reignite the magic that is gaming for these people, or to introduce people to gaming in the first place – this includes all of the females, families and non gamers that are swimming around in the blue ocean. The aim is to expand upon what the industry already is, not to further water it down.

“Many in the industry think as long as we keep on doing the same things ... the industry will continue to grow. I'm afraid this idea is deeply ingrained in many minds. Will video game players become bored and cause the industry to shrink? We have to expand the market. To do so, we have to abandon the memories of the past and get back to the basics. The whole industry must make an effort. First, unless we can increase the number of people who are willing to play, we can never expand the market. If we cannot expand the market, all we can do is just wait for the industry to slowly die." - Satoru Iwata, GDC, 2006.

“It is our responsibility to make games for all skill levels. Technology can't advance the business.” - Reggie Fils-Aime, 2005, IGN (http://ds.ign.com/articles/664/664482p2.html).

These two statements are perhaps the scariest for hardcore gamers, the later in particular, but what is it that scares the hardcore gamer about the term ‘casual’. There is no word that strikes greater fear into the heart of a reformed video game player, and perhaps for good reason. These are gamers that have grown up playing games, and evolved along with them. We see the games we play as, for lack of a better term, art. We throw our very essence at these games and we expect the same in return, anything less then an immersing, challenging, epic game and we turn our noses up in disgust. We criticise every little pixel, every element of game play, ever striving for a perfect experience.

A ‘casual game’, a term that I use with much disdain, (in the eyes of a core gamer) is the equivalent of someone taking a black marker pen and drawing a thick, bushy, Mario-like moustache on Leonardo Da Vinci’s ‘Mona Lisa’. But why is it the common belief among ‘hardcore gamers’ that these games will be the death of the experiences of what we hold dear?

This leads me directly to my next point – the Nintendo DS. The Nintendo DS was all but laughed upon by the gaming media and the world, with some going as far to compare it to one of Nintendo’s other great failures, the Virtual Boy. The audience, as well as the gaming industry, took its time to come to grips with the technology, let alone the concept behind playing games on the system. The result – game after game of mini games or terrible ports. So were the core gamers right to fear this console?

Deep inside Kyoto, in Nintendo headquarters, they were already busy fishing in the blue ocean. Nintendo dropped, perhaps what will be the biggest bomb the DS will see – Nintendogs. This title allowed people to interpret and understand what the hardware was all about, through the use of easily accessible software everybody could now become a gamer. Coupled with the success of other ‘mainstream’ titles such as the Brain Age series, non-gamers, or gamers who had stopped gaming, were now participating.

Nintendo so eloquently referred to these titles as ‘bridging titles’ – where the ‘casual gamer’ wet their appetite on these games and moved onto something more ‘core’, which was exactly the case with titles such as Mario Kart DS, or New Super Mario Bros.. These gamers would have been oblivious to such titles as these if it weren’t for Nintendogs and the Brain Age titles, proving core titles are far from dead.

Then at this point of the tale we are all aware of what happened, the DS exploded and became a phenomenon, but that was only the tip of the ice-berg. The DS, the system that nobody believed in, now has had Final Fantasy remakes, and is the exclusive console for Dragon Quest IX.

“Over the years, our industry has come to accept progress simply by what’s on the screen. I know many of you were back in our audience in 1996 when Super Mario 64 jumped to life in true 3D. And you said, “Man, that looks great.” But that leap toward a revolutionary form of gaming wasn’t really about the looks. Even then, it was about the feel. Moving your character and your viewpoint, independently, in any direction, all in real-time. And the memory of that moment was also the starting point for Wii. In the same way that Super Mario 64 changed everything, we asked, “How do we make video games that make everything feel new all over again?” This week, every one of you will FEEL our answer.” – Reggie Fils-Aime (2006 E3 Press Conference)

The Wii, which many believe to be a result of the success of the DS, and perhaps would not have seen the light of day if the DS had failed, is now removing the stigma and the negative overtones of being a ‘gamer’. So should we fear such titles as Wii Sports, Wii Play and half of the current Wii games roster? Using the DS as a similar case study one sees that the gamer, as well as the games industry, has to be re-educated on how to play and create games. Using these ‘casual’ games as bridging titles once again, titles such as Super Smash Bros. Brawl, Mario Kart Wii, Super Mario Galaxy and any number of ‘core’ third party titles, all have the potential to be experienced by those that would otherwise not have dared. So core gamers please do not panic, games are coming.

So this again generates another question, apart from Nintendo’s own survival in the gaming world was this shift in direction necessary for the industry as a whole? Since 1997 the gaming industry in Japan has been in a decline. Allow me to use The Legend of Zelda franchise sales as an example.

http://www.aussie-nintendo.com/images/NEWS/feature_blue_ocean_zelda_stats.jpg
The sales of one of Nintendo’s key franchises in Japan is a little alarming, as with every title since Ocarina of Time, sales numbers have fallen. It is not an issue of quality, as all of these titles have rated very highly. The Legend of Zelda series epitomises the very meaning of the term ‘core’ game. Notice that the last title on the list, Phantom Hourglass, actually begins to reclaim lost ground. Two things that can be read of this; Either this title sold well due to the popularity of the DS (which in itself means that potential ‘casual gamers’ are picking up the title) or the new approach to control and features of the title actually have encouraged Japan to give Zelda another try.

Nintendo took the Zelda franchise, dragged it from the blood drenched red waters, and ‘disrupted’ the norm, and created an entirely new audience. This is referred to as a ‘disruptive trend’.

“Just as disruptive technology is set to prove vital to the coming console generation, so too will this disruptive trend in software be key - and the ability of publishers and platform-holders to embrace this trend could help to decide the winners and losers of the coming years.” -Rob Fahey, 2006, Games Industry.biz (http://www.gamesindustry.biz/content_page.php?aid=17739)

The video game console industry has always, from the very beginning been about creating software to take advantage of the hardware, and in this generation, even very early this has become very clear already. The Wii Remote or the touch screen of the DS are merely the interface that allows us humans to partake in these digitally created worlds. This is not the first time that Nintendo has ventured into the ‘blue ocean’, they first started to tread the water about 20 years ago with the NES, which totally disrupted the way the video game market was heading at the time. Iwata sums it up best "Even before someone invented the term blue-ocean strategy, we were exercising it. It is an unwritten company credo, something that runs deep in our DNA."

“Nintendo’s Revolution will be its last console; it's a two-horse race right now." -Michael Wallace, UBS Analyst (http://kotaku.com/gaming/console-wars/analyst-revolution-nintendos-last-console-138532.php)

So have patience, don’t dismiss early on in this generation, because even if the Wii is a stepping stone to another more interesting land, at least ‘core gamers’ and ‘casual gamers’ will be able to board the boat and sail into the ‘blue ocean’ together.

By Nathan Powell

THIEF!
10-04-2008, 03:43 PM
Great article, interesting and well written.

A ‘casual game’...is the equivalent of someone taking a black marker pen and drawing a thick, bushy, Mario-like moustache on Leonardo Da Vinci’s ‘Mona Lisa’.

Brilliant! :D


I've always thought that the PSP had a lot to do with Nintendo success. Look at the evolution of Nintendo handhelds since the first Gameboy up to the GBA:SP, mostly just better tech and form factor, nothing really 'new'.

At the time the PSP was announced, Nintendo had the struggling Gamecube and successful GBA, but the PSP was about to take a chunk of handheld market away. They were really forced into a corner, and they announced the DS while trumpeting the whole third-pillar thing as a fallback in case it failed. Of course it was a huge success and that was where Nintendo's fresh outlook really got started.

Nathan_Powell
10-04-2008, 06:15 PM
Thank you for the kind words.

I touch on that briefly in my article even going as far to claim that the Wii would not have existed had the DS failed, something that I truly believe. Maybe this whole "breaking down the walls" concept had a greater chance of working on a portable system before a console?

Take this for question example, what would have happened had a company released a console that was severely insuperior to its competition prior to the introduction of the DS?

Personally I believe it would have been an absolute failure.

nintyfanboy
10-04-2008, 06:50 PM
great article :D

and i agree i think the Wii would not exist without the DS and i doubt they would have been game enough to call it Wii had the DS not been a HUGE success

Nathan_Powell
10-04-2008, 07:32 PM
Again, thank you for the kind words.

Any questions or comments that you would like to add for discussion would be great.

wii79
10-04-2008, 10:32 PM
Good writing. I didnt think much about DS either when it arrived. Never bought one but your spot on that in time the blue ocean strategy will change everything. I do think that with all their progressive democratic ideals they could hold up on the natzi family friendly police state deal on Wii.

did someone say red ocean, http://www.youtube.com/watch?v=JyLNymJoRTM

misteromar
10-04-2008, 10:41 PM
Very good article, better than most professional gaming articles. I have heard so much talk about this "blue ocean" thingo, but never got what it was. But now I got my head around the jist of it.

Im a "hardcore"Nintendo person and was initially afraid of the casuals killing gaming with mini-games and shovelware. But now I think its brilliant for a few reasons. First we can thank the casuals for making Nintendo number one again. Second because of this the Wii has such a market share 3rd parties cannot ignore it and slowly but surely they are bring good games to the wii. Third it gives Nintendo a shit load of money to produce more games than ever.

Gus the Crocodile
10-04-2008, 11:21 PM
Iwata sums it up best "Even before someone invented the term blue-ocean strategy, we were exercising it...

Iwata does sum it up best. "Blue Ocean" is just a stupid buzzword they use instead of saying "we're making new types of games". That's understandable from a marketing perspective since making new types of games is not a unique idea at all, it's just creativity at work. It's to be applauded, of course, but it's not some profound philosophy.

So while you deserve credit for a well-written article, Nathan, you haven't really said anything new - not through any fault of your own, but just because there isn't anything new to say.

TSPhoenix
11-04-2008, 01:01 AM
A good read, however ultimately the topic it covers is rather deep and this article is just a primer on the topic. A good primer yes, but for anyone with more than casual interest in Nintendo -which is pretty much all of you considering you are here reading this- owes it to themselves to give this article a read. Doubly so if you liked this article.

Birdmen and the Casual Fallacy (http://malstrom.50webs.com/birdman.html)

It is probably the best Nintendo-related article I've read and it covers the topic throughly. If you are sitting there worried Nintendo is abandoning gamers or doesn't know what they are doing this is what you need to read.

So thankyou Nathan for enlightening us and I hope people do click through to the further reading so they can fully explore the ideas you opened to us.

Dominion
11-04-2008, 02:08 AM
Great read, very well written.

I agree with the previous comments. This topic does have a lot of depth to it.

Many people were saying that Nintendo was finished last generation. How very wrong they were.

THIEF!
11-04-2008, 02:52 AM
Birdmen and the Casual Fallacy (http://malstrom.50webs.com/birdman.html)


Cheers for the link. Awesome article. :D

glus
11-04-2008, 08:43 AM
Great article Nathan Powell, so very true I might add!!

In a way all the last gen consoles were insects and the PS2 was the insect repellent, Microsoft survived due to the fact it sold generally enough but the Gamecube was doomed for and was basically the end for Nintendo but luckily Nintendo was the only company for handhelds so the GBA's success just pulled them through to make the next generation. If the Wii did bad then this would probably be the last gen for Nintendo but luckily it is selling brilliantly so I see Nintendo making the next gen easily.

tanka
11-04-2008, 01:18 PM
@ Glus

There wasn't a huge difference between sales of the Xbox and Gamecube, in Australia there was, but worldwide it was actually pretty close. Then when you take into consideration that nintendo sold each unit with a profit, as opposed to microsoft with a loss, then you have to think how big of a failure the GC was in comparison.

This article was a decent read, however I'm not sure if the LoZ sales stats are accurate example for your theory. Twillight Princess was the only Zelda title to be available at a console's launch, so without an established userbase, there is no way the sales could be as high as the other games. Not to mention the fact that there were shortages all around when the wii originally launched. (although I'm not sure about the severity of game/console shortages in Japan at launch)

Nathan_Powell
11-04-2008, 02:20 PM
Tanka, that is true, and accept criticism for that choice, but couldn't find another example.

Once again thank you all for comments and criticism.

GreatGizmo
12-04-2008, 11:05 AM
A good read, however ultimately the topic it covers is rather deep and this article is just a primer on the topic. A good primer yes, but for anyone with more than casual interest in Nintendo -which is pretty much all of you considering you are here reading this- owes it to themselves to give this article a read. Doubly so if you liked this article.

Birdmen and the Casual Fallacy (http://malstrom.50webs.com/birdman.html)

It is probably the best Nintendo-related article I've read and it covers the topic throughly. If you are sitting there worried Nintendo is abandoning gamers or doesn't know what they are doing this is what you need to read.

So thankyou Nathan for enlightening us and I hope people do click through to the further reading so they can fully explore the ideas you opened to us.

That whole site is full of good articles.
I was fortunate enough to be clued into the wiikly before the wii launched, and even linked to it in past posts.


Also, a well writen article Nathan, I do see Tanka's point, but it does seem that LoZ:TP would still have only reached around the 250,000/300,000 mark even if it did have a larger install base at the time.

Nathan_Powell
16-04-2008, 04:26 PM
Well as time goes on I may follow this article up with a follow up article, as more information becomes available.

<DkW>
26-04-2008, 08:26 AM
First off, great article. Thou I didnt get This bit:

“Nintendo’s Revolution will be its last console; it's a two-horse race right now." -Michael Wallace, UBS Analyst (http://kotaku.com/gaming/console-wars/analyst-revolution-nintendos-last-console-138532.php)

As if Nintendo won't make another console. If anything they have to make at least one more, Which would be a wii with an inbuilt harddrive (Nintendo, i dont care what you say, it is NOT a bloody fridge...) And Next gen specs.

Its fair enough that they think that they aren't in direct competition with the ps3/360, but they are. A parent isn't going to stop & buy 2 systems for their child, they are only wanting to buy the one. Us adult gamers also only want to buy one console, Thou some of us buy more because the games we can't have aren't coming to our white box of wonder. Can you imagine how awesome a fleshed out version of portal would be on the wii?
I'll tell you. PURE. AWESOME.

Nathan_Powell
02-05-2008, 06:44 PM
First off, great article. Thou I didnt get This bit:

“Nintendo’s Revolution will be its last console; it's a two-horse race right now." -Michael Wallace, UBS Analyst (http://kotaku.com/gaming/console-wars/analyst-revolution-nintendos-last-console-138532.php)

As if Nintendo won't make another console. If anything they have to make at least one more, Which would be a wii with an inbuilt harddrive (Nintendo, i dont care what you say, it is NOT a bloody fridge...) And Next gen specs.

Its fair enough that they think that they aren't in direct competition with the ps3/360, but they are. A parent isn't going to stop & buy 2 systems for their child, they are only wanting to buy the one. Us adult gamers also only want to buy one console, Thou some of us buy more because the games we can't have aren't coming to our white box of wonder. Can you imagine how awesome a fleshed out version of portal would be on the wii?
I'll tell you. PURE. AWESOME.

That quote was taken from an analyst report just before the Wii was released. This particular analyst dismissed the Wii and said that Nintendo was dead in the water. I used this to support my view that people too easily write off the Wii.