Apple(US:AAPL) 3 6 Ke·2025-11-14 00:11Core Insights - Apple has officially launched the Mini Apps Partner Program, establishing a regulatory framework for mini-programs, which are lightweight applications that function between web pages and apps [1][9] - A significant agreement between Tencent and Apple allows Apple to take a 15% cut from revenue generated through WeChat mini-programs and games, facilitating the implementation of the Mini Apps Partner Program in China [3][21] Group 1: Mini Programs on iOS - Mini programs have been marginalized on iOS, lacking access to system capabilities and commercial pathways, relying primarily on advertising for revenue [6][9] - Apple has now recognized mini programs as a legitimate application form, allowing them to be distributed within larger host apps without appearing in the App Store [8][9] - The new framework allows for the integration of advanced commerce APIs, enabling payment through Apple's official channels and ensuring transparency in product listings and transaction records [11][17] Group 2: Revenue Model and Developer Incentives - The revenue share for mini programs is set at 15%, significantly lower than the traditional 30% cut for in-app purchases, making it more attractive for developers [21][25] - This change is expected to stimulate the development of lightweight applications and games, providing a new distribution path for developers [31][34] Group 3: Industry Impact and Future Directions - The introduction of mini programs could revitalize web technologies on mobile platforms, offering new opportunities for lightweight tools and services [31][34] - The potential for WeChat's international version to adopt this framework could lead to new avenues for mini programs outside of China [33] - Apple's strategy appears to be creating a new ecosystem layer that integrates AI and lightweight applications, positioning mini programs as a controllable and scalable solution within its ecosystem [34]