Apple(US:AAPL) Sou Hu Cai Jing·2025-12-24 05:07Core Viewpoint - Apple has adjusted its commission rates globally, with Japan reducing its in-app purchase commission to 10-21% and allowing sideloading, while China remains the only major market with the highest commission rates and restrictions on third-party payments and sideloading [1][2][4]. Group 1: Global Commission Adjustments - Major regions including the EU, the US, Russia, South Korea, and Japan have lowered their commission rates and allowed third-party payments, contrasting with China's high rates of 30% and 15% [2][4]. - The data suggests that Apple is facing increasing pressure globally to adjust its commission structure, yet China continues to maintain the highest rates without similar concessions [1][2]. Group 2: China's Unique Position - China contributes nearly $10 billion annually to Apple's commission revenue, which may explain Apple's reluctance to lower rates in this market [4]. - The lack of robust antitrust laws in China limits the ability to challenge Apple's monopolistic practices effectively, making it difficult for consumers to seek legal recourse [6]. Group 3: Consumer Sentiment and Expectations - There is a growing sentiment among Chinese consumers and businesses against Apple's commission structure, with calls for lower rates and the allowance of sideloading and third-party payments [4][6]. - The expectation is that Apple should align its commission rates in China with those in other countries, as the current situation is perceived as price discrimination against Chinese users [8].