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EA originally formed Full Circle in 2021 with a staff of development talent from the original Skate team. Skate was often positioned as a more realistic competitor to the Tony Hawk's Pro Skater series, but the new studio has ultimately taken the franchise in a slightly different direction than fans may have expected. Previous Skate games were paid experiences with single-player and multiplayer modes, while skate. is a free-to-play live-service game supported with microtransactions.
这一环节的优势十分突出，技术垄断性强、行业集中度高，现金流稳定，风险相对较低——无论下游“淘金客”成败，都离不开硬件工具的支撑。但风险同样不容忽视：技术迭代可能颠覆现有硬件需求，且过度依赖资本循环，若下游融资断裂，订单规模或将大幅缩水。