Apple(US:AAPL) Sou Hu Cai Jing·2025-05-27 23:04Core Viewpoint - The European Commission has released a report indicating that Apple's new terms for the App Store, which the company claimed were compliant with the Digital Markets Act (DMA), do not meet regulatory requirements [1][5]. Group 1: Regulatory Actions - Following a €500 million fine issued in April 2023 (approximately 4.089 billion RMB), the European Commission has mandated that Apple must fully adjust its App Store rules within 60 calendar days to comply with the DMA [5][6]. - If Apple fails to meet the deadline, the European Commission will initiate a "periodic fine" mechanism until compliance is achieved [5][6]. Group 2: Compliance Issues - The core controversy revolves around Apple's "anti-steering" policy, which the DMA stipulates must allow developers to inform users about alternative payment options and promote these alternatives within the app [6][7]. - Although Apple introduced a revised plan in March 2023, the European Commission found systemic flaws in this new proposal, stating that Apple has not provided convincing reasons to dispute the severity of its violations [6][7]. Group 3: Financial Implications - The periodic fines imposed on Apple will be determined based on the company's substantial financial strength, ensuring that the penalties are effective in enforcing compliance [6]. - Currently, Apple's rules permit each app to include a link to the developer's website, but this is subject to strict conditions, including a 27% commission on transactions made through external links, which is lower than the standard 30% for in-app purchases [6].