2 1 Shi Ji Jing Ji Bao Dao·2025-11-14 08:16Core Viewpoint - Apple has announced a reduction in the App Store commission rate from 30% to 15% for certain app developers, contingent upon their participation in the new "Mini Apps Partner Program," which aims to balance interests with platforms like WeChat, Alipay, and Douyin [1][2]. Group 1: Commission Structure - The new commission structure allows Apple to take a 15% cut from developers with annual revenues exceeding $1 million, while those below this threshold will continue to pay 15% [1]. - Tencent has reached an agreement with Apple to handle payments for WeChat mini-games and apps, with Apple taking a 15% share [1][2]. - The commission of 15% is expected to apply only to in-app purchases (IAP) and not to advertising revenue [3]. Group 2: Payment Channels and Market Dynamics - Apple's commission, often referred to as "Apple tax," is primarily based on its payment channels, which allows it to track app revenue [4]. - Advertising revenue typically does not go through Apple's payment system, making it difficult for Apple to collect fees from this channel [4]. - Current market commission rates for similar platforms show that WeChat's IAA revenue share is around 15%, while other operating systems have higher rates, indicating that Apple's 15% may be competitive [5][6]. Group 3: Ecosystem Implications - The agreement between Apple and Tencent reflects a mutual need to enhance the iOS market, as the lack of in-app purchases for mini-programs has negatively impacted user experience and platform ecology [10]. - The new commission structure may lead to a shift of paid applications to mini-program platforms, potentially increasing their market power and bargaining capabilities [11]. - The agreement also suggests a redefinition of the responsibilities and influence among ecosystem participants, including hardware platforms, mini-program platforms, developers, and users [11]. Group 4: Regulatory Context - Apple's adjustments in commission rates and payment structures are influenced by increasing antitrust scrutiny in various regions, prompting the company to seek revenue growth through partnerships with mini-program platforms [12][13]. - The "Mini Apps Partner Program" requires developers to integrate Apple's technology and share user data, which raises potential compliance risks under antitrust laws [14].