Apple(US:AAPL) Feng Huang Wang·2025-10-22 06:08Core Viewpoint - The article discusses the ongoing challenges posed by Apple's 30% commission on virtual goods transactions in China, referred to as the "Apple Tax," and the collective efforts of consumers and legal representatives to combat this issue through both civil lawsuits and administrative complaints [1][2][5]. Group 1: Apple Tax and Consumer Impact - Apple's policy of charging a 30% commission on virtual goods transactions has led to significant disparities in consumer benefits, with Android users receiving more value for the same amount spent [1]. - The "Apple Tax" has resulted in higher costs for consumers, as evidenced by the example where Android users can purchase 10 virtual coins for 10 yuan, while Apple users only receive 7 coins for the same amount [15]. - The total digital consumption in China's iOS ecosystem reached 165 billion yuan last year, indicating a substantial market that could grow further if the Apple Tax is reduced [15]. Group 2: Legal Actions and Consumer Advocacy - A landmark civil lawsuit against Apple in China recognized the company's market dominance but did not find evidence of abuse of that dominance, leading to ongoing appeals [1][6]. - A recent administrative complaint was filed by 55 consumers against Apple, marking the first collective challenge to the "Apple Tax" in China [1][4]. - The legal representative, Wang Qiongfei, emphasizes the need for both civil and administrative actions to effectively address the issue, citing the potential for quicker resolutions through administrative channels [5][6]. Group 3: Global Context and Regulatory Changes - There has been a global movement against the "Apple Tax," with various countries, including the US and EU, implementing changes that allow for third-party payment options and challenge Apple's commission structure [1][5][17]. - The article highlights that Apple's practices in China remain unchanged despite regulatory changes in other regions, suggesting a lack of respect for Chinese consumers' rights [2][17]. - Wang Qiongfei expresses optimism that increased regulatory pressure and consumer advocacy will eventually lead to adjustments in Apple's policies in China, similar to changes seen in other markets [18][19].