阿尔法工场研究院·2025-11-17 00:04Core Viewpoint - Apple has reached an agreement with Tencent to charge a 15% commission on in-app purchases for WeChat mini-programs, marking a significant change in the revenue-sharing model for developers [5][9]. Group 1: Agreement Details - Apple will provide services related to in-app purchases for WeChat mini-programs and will take a 15% commission from these transactions [5]. - Tencent's executives mentioned that they are exploring ways to enhance the vitality of mini-games and indicated that an official announcement would follow [6]. - The newly launched Mini App Partner Program by Apple aims to expand support for apps offering mini-programs on iOS, allowing developers to benefit from a reduced commission on eligible in-app purchases [6]. Group 2: Impact on Developers - Previously, WeChat mini-programs on iOS did not allow direct payments, which meant Apple could not take a cut from transactions. Now, with the integration of virtual payments, Apple will participate in revenue sharing [9]. - Developers previously faced a 40% revenue share on Android, and with the new agreement, they will now also face a 15% cut on iOS, significantly impacting their profit margins [10]. - Developers expressed concerns that the new commission structure would increase the pressure on return on investment (ROI), as they would need to generate higher revenues to maintain profitability [10][11]. Group 3: Market Reactions - While the new payment system may simplify transactions and potentially increase user engagement, developers believe that the revenue loss from the commission will be hard to offset by any potential growth in user spending [11].