Sou Hu Cai Jing·2025-11-21 09:27Core Insights - The "revenue share dispute" between Apple and Tencent has reached a resolution, with Apple agreeing to a 15% revenue share for in-app purchases in Tencent's mini-games, significantly lower than the standard 30% [2] - This new agreement signals a positive shift for game developers, who have long struggled with high revenue share percentages imposed by both iOS and Android platforms [2][8] - The change in revenue share is expected to lead to a more optimized and restructured industry ecosystem, providing game companies with greater autonomy in revenue distribution [2][8] Group 1: Apple and Tencent Agreement - Apple will implement a 15% revenue share for Tencent's in-app purchases starting in 2024, down from the usual 30% [2] - This agreement is seen as a significant concession by Apple and may influence Android channels to follow suit in reducing their revenue share percentages [8] - The new revenue share model is anticipated to enhance the competitive environment for game developers, allowing for fairer competition [8] Group 2: Industry Context and Reactions - The high revenue share model has historically placed a heavy burden on game developers, with Android channels often charging up to 50% [2][5] - Companies like NetEase have begun to push back against these high fees, with CEO Ding Lei expressing dissatisfaction with the 50% share in the Chinese Android ecosystem [5][6] - The emergence of alternative distribution methods, such as direct downloads and partnerships with third-party platforms, is becoming more common among leading game developers [6][9] Group 3: Future Implications for Channels - The traditional high revenue share model is becoming increasingly outdated, as game developers gain more negotiating power [9][11] - Mobile channel providers must reassess their strategies, moving from a reliance on traffic to offering unique services to maintain partnerships with game developers [11][13] - The industry is witnessing a shift towards a new channel era focused on user experience and ecosystem services, driven by innovations like cloud gaming and AI [13]