2 1 Shi Ji Jing Ji Bao Dao·2025-11-14 08:36Core Points - Apple 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" [1][3] - This new policy is seen as a strategy for Apple to balance its revenue sources with platforms like WeChat, Alipay, and Douyin [1][3] Revenue Sharing - Apple will take a 15% cut from payments processed for WeChat mini-games and applications under a new agreement with Tencent [3] - Currently, the App Store charges a 30% commission on apps with annual revenues exceeding $1 million, while those below this threshold are charged 15% [3] - The 15% commission is expected to apply only to in-app purchases (IAP) and not to advertising revenue [7][8] Payment Channels - Apple's commission structure is primarily based on its payment channels, which allows it to track in-app purchases and enforce its revenue share [8] - Advertising revenue does not typically go through Apple's payment system, making it difficult for Apple to collect its commission from that segment [8] Market Dynamics - The current market commission rates do not support Apple's 15% revenue share proposal, as other platforms have varying rates [9][10] - Tencent's mini-games currently have a 15% commission on advertising revenue, while other operating systems have higher rates for in-app purchases [9][10] Strategic Implications - The agreement between Apple and Tencent reflects a mutual need to develop the iOS market, as the lack of in-app purchase support for mini-programs has negatively impacted user experience [14][15] - The new revenue-sharing model may lead to a shift of paid applications towards mini-program platforms, enhancing their market power and bargaining capabilities [15] Regulatory Context - Apple's adjustments in commission rates are influenced by increasing antitrust scrutiny in various regions, prompting the company to seek new revenue streams [16][17] - The "Mini Apps Partner Program" requires developers to integrate Apple's technology deeply, which may raise compliance risks under antitrust laws [20]