苹果在日本“低头”

Core Viewpoint - The Japanese government has enacted the "Smartphone Software Competition Promotion Law," targeting monopolistic practices by international tech giants like Apple, requiring them to amend their app market practices [1][4]. Group 1: Legislative Changes - The law, effective from December 18, 2023, aims to enhance consumer choice and improve user experience by allowing third-party app stores and payment systems [1][4]. - The Japanese Fair Trade Commission is authorized to impose compliance obligations on monopolistic software providers, specifically naming Apple and Google as targets [1][4]. Group 2: Apple's Response - In response to regulatory pressure, Apple announced adjustments to its iOS system in Japan, including allowing third-party app stores and payment systems [2][4]. - Apple has reduced its commission rates, with the standard rate for apps distributed via the App Store lowered from 30% to 21%, and further reduced to 10% for small developers and specific partnerships [5][8]. Group 3: Commission Structure - Apple's new commission structure includes a 15% fee for directing users to external payment websites and a 5% "Core Technology Commission" for apps distributed outside the App Store [5][8]. - Despite the adjustments, Japanese media suggest that Apple's fees remain high, and the changes may not lead to significant price reductions for consumers [5][8]. Group 4: Global Context - Similar regulatory actions against Apple's App Store policies have occurred in the EU and the US, with the EU imposing an €18.4 billion fine and allowing users to download software from outside the App Store [6][8]. - In the US, Apple has updated its App Review Guidelines to allow developers to link to external payment options, reflecting ongoing legal pressures [6][8]. Group 5: Market Implications - The new Japanese law is seen as a significant step towards promoting competition in the digital market, potentially benefiting consumers [8][9]. - There are calls for similar regulatory measures in China, where Apple's commission rates remain the highest among major markets, and developers face strict limitations on payment options [8][10].