Apple(US:AAPL) Sou Hu Cai Jing·2025-05-07 04:20Core Viewpoint - Apple's control over in-app purchases through the App Store, known as the "Apple Tax," has faced significant pushback from global companies, leading to adjustments in commission rates in various regions, while China maintains the highest standard [1][3]. Group 1: Commission Rates and Adjustments - Apple's standard commission rate for in-app purchases is 30% in China, with a reduced rate of 15% for small businesses [4]. - In the European Union, the commission rates have been lowered to 17% for standard businesses and 10% for small businesses, with the allowance for third-party payment systems and app stores [3][4]. - The United States has seen legal challenges against Apple's commission structure, with recent court rulings deeming the "Apple Tax" illegal [4][5]. Group 2: Legal Developments and Implications - The court ruling allows developers to guide users to make purchases outside of the App Store, effectively bypassing Apple's commission [5][7]. - If the U.S. follows the EU's lead in allowing external purchases, Apple's commission revenue could significantly decline, impacting its control over in-app purchases [9]. - Currently, Apple's annual revenue from the "Apple Tax" is estimated at 200 billion yuan, raising concerns about potential losses if control is lost [9].