“苹果税”松动，小程序佣金费率降至15%

Core Insights - Apple has launched the "App Store Mini App Partner Program," allowing developers to enjoy a 15% commission reduction on eligible in-app purchases, resulting in an 85% revenue share [1] - Developers must meet two core conditions: their mini-programs must be built using web technologies like HTML5 and JavaScript, and they must support specific App Store technologies [1] - The program applies to all developers, regardless of size, enabling major platforms like WeChat, Alipay, and Douyin to benefit from the reduced commission rate [1] Industry Response - WeChat's official account welcomed Apple's initiative, expressing eagerness to provide developers with access services to build a healthy ecosystem [2] - Tencent's President Liu Chiping acknowledged the ongoing collaboration with Apple and expressed a constructive attitude towards the development of the mini-game ecosystem [5] Financial Context - Apple's service revenue reached $28.75 billion in Q4 FY2025, a 15.13% year-over-year increase, marking a historical high, with total service revenue for FY2025 surpassing $100 billion [6] - The ongoing debate around the "Apple Tax," which refers to the 30% commission Apple charges developers, has drawn global regulatory scrutiny [6][7] Regulatory Environment - In response to regulatory pressures, Apple has adjusted its payment policies in major markets, allowing U.S. consumers to use third-party payment options without incurring commissions [6] - Despite these adjustments, China remains under strict regulations, with users required to use Apple's App Store and IAP for digital purchases, leading to consumer complaints against Apple's market practices [7] - The "Mini App Partner Program" is seen as Apple's latest concession to regulatory pressures, aimed at expanding business opportunities for mini-program developers while maintaining customer experience [7]