Feng Huang Wang·2025-11-14 07:41Core Viewpoint - Apple's "App Store Mini App Partner Program" introduces a 15% revenue share reduction for developers selling eligible in-app purchases, marking a significant shift in its revenue-sharing policy in the Chinese market [1][2]. Group 1: Policy Changes - The new program is seen as Apple's first proactive adjustment to its revenue sharing in the Chinese market, although it does not fundamentally change the commission rates for other applications outside of mini programs [1]. - Developers must meet specific technical requirements, including support for Declared Age Range API and Advanced Commerce API, to qualify for the reduced commission [1]. Group 2: Market Implications - The adjustment in commission rates may encourage more paid applications to transition to mini program platforms, enhancing their market power and bargaining capabilities [2]. - There is a trend towards users favoring a few high-frequency "commercial complex" apps, which may solidify the gatekeeping role of platform companies and strengthen their market dominance [2]. Group 3: Industry Reactions - WeChat announced support for virtual payments in mini programs on iOS, expressing a positive outlook on Apple's initiative and indicating a collaborative effort to build a healthy ecosystem [2]. - Recent reports suggest that Apple and Tencent have reached an agreement on a 15% commission for in-game purchases, highlighting ongoing cooperation between the two companies [2]. Group 4: Background Context - The "Apple Tax" has faced criticism for its perceived abuse of market dominance, particularly in China, where the commission rates are higher than in other major markets [3]. - Apple's previous claims indicated that the ecosystem has significantly benefited Chinese developers, with their revenues nearly doubling since 2018, although this has not alleviated concerns regarding the commission structure [3].