Apple(US:AAPL) Feng Huang Wang·2025-07-07 12:55Group 1 - The core issue revolves around Apple's appeal against a €500 million (approximately 4.2 billion RMB) fine imposed by the EU, which Apple claims is unprecedented and illegal [1][2] - The EU Commission's fine was based on Apple's violation of regulations that require developers to direct users to purchase outside of the App Store [1] - Apple has made adjustments to its App Store policies in June to comply with EU regulations, introducing a tiered commission structure of 5% or 13%, plus a 2% user acquisition fee [1] Group 2 - Apple has become more lenient in allowing developers to promote payment methods outside of its ecosystem, potentially reducing some of Apple's fees [2] - The EU's definition of "steering" has been expanded, allowing developers to guide users to other platforms for transactions in more scenarios [2] - Apple's ongoing regulatory challenges are highlighted by a recent ruling in California that requires Apple to allow U.S. developers to direct users to complete in-app purchases on the web, posing a risk of significant revenue loss [2]