iPhone中国用户,交着全球最高苹果税
AppleApple(US:AAPL) 3 6 Ke·2025-12-25 00:32

Core Viewpoint - Apple has announced a reduction in its commission rates in Japan, allowing developers to use third-party payment methods, while maintaining the highest commission rates globally in China, which poses significant pricing pressure on domestic developers and consumers [1][3][6]. Group 1: Commission Rates and Market Comparison - In Japan, Apple has reduced its commission rates to 10%-21% for local payment tools and 10%-15% for external transactions, marking a reduction of over 50% [1]. - Other regions such as the EU, South Korea, and Russia have already lowered Apple’s commission rates to between 10% and 26%, with the US allowing zero commission [2]. - In China, Apple charges a commission of 30% for standard enterprises and 15% for small enterprises, which is the highest globally [3]. Group 2: Revenue Contribution and Dependency - Apple's "Apple Tax" contributed approximately 46 billion RMB to its revenue in China last year, accounting for 10% of its Chinese revenue, which is higher than the US (8.8%) and more than double that of the EU (4.6%) [6][7]. - The strong dependency between domestic developers and Apple is evident, as users can only download apps through the App Store, and all transactions must go through Apple’s payment system [8]. Group 3: Market Dynamics and Changes - Developers face a dilemma of either accepting Apple's high commission rates or losing access to a lucrative market of approximately 300 million iOS users, who are generally high-spending consumers [8][9]. - Recent developments indicate a shift, as Apple has agreed to reduce its commission for Tencent's mini-programs from 30% to 15%, marking a rare adjustment in its Chinese market policy [9][11]. - Legal actions have been initiated by consumers against Apple for its high commission rates, reflecting a growing demand for fairer digital market rules in China [11].