据知名科技记者马克·古尔曼透露， 苹果AI有望在iOS 18.6系统中首次在中国大陆启用部分功能，背后 将由 阿里巴巴和 百度提供技术支持。具体而言，百度的文心一言大模型将作为国行版苹果AI的核心云 端智能引擎；阿里负责提供审查机制，以对AI生成内容进行本地合规审核。《科创板日报》此前报道 指出，苹果还与DeepSeek进行过洽谈，尽管双方最终没有达成合作，但未来苹果将会兼容更多国产大 模型进入到iPhone当中。 ...

Core Viewpoint - Apple has filed an appeal against a US judge's ruling that mandates the company to open its App Store to increased competition, following a contempt finding related to a previous antitrust lawsuit initiated by Epic Games [1][4]. Group 1: Legal Proceedings - The appeal will be submitted to the 9th US Circuit Court of Appeals in San Francisco, challenging the April 30 ruling that found Apple in contempt of a 2021 injunction aimed at facilitating developers in directing consumers to cheaper non-Apple payment options [1][2]. - Judge Yvonne Gonzalez Rogers stated that Apple willfully failed to comply with the injunction, which was intended to promote competition and consumer choice [2][5]. - The judge has referred Apple and one of its executives to federal prosecutors for a potential criminal contempt investigation, citing deliberate delays and misleading actions by Apple [4]. Group 2: Financial Implications - The ruling highlights Apple's efforts to maintain a revenue stream worth billions, which the judge claims is in direct defiance of the court's injunction [5]. - Apple imposed a new 27% fee on app developers for transactions completed outside the App Store, which was identified as a tactic to circumvent the injunction [7]. Group 3: Background of the Lawsuit - The antitrust lawsuit initiated by Epic Games, the developer of Fortnite, seeks to challenge Apple's control over app transactions and distribution on its iOS operating system [6]. - The judge's order also prohibits Apple from using "scare screens" to dissuade consumers from opting for third-party payment methods [7].

Core Viewpoint - Apple has filed an appeal against a court ruling that mandates the company to allow external payment mechanisms in its App Store, following a legal battle with Epic Games [1][4]. Group 1: Legal Proceedings - The court, led by Judge Yvonne Gonzalez Rogers, criticized Apple for not complying with previous orders and for imposing excessive requirements on app developers [3]. - Apple was accused of attempting to circumvent the court's ruling by enforcing a 27% commission on purchases made outside its App Store and requiring "scare screens" to warn consumers [2][3]. - The court has referred allegations of perjury against Apple’s VP of Finance to the U.S. Attorney's office for potential criminal contempt proceedings [3]. Group 2: Compliance and Future Actions - Following the ruling, Apple modified its App Store rules to allow U.S. developers to reference alternative payment methods, while still expressing disagreement with the court's decision [4]. - Apple plans to continue complying with the court's ruling during the appeals process, but may seek to incentivize developers to use its in-app purchase system, potentially by announcing a discounted commission at the upcoming Worldwide Developer Conference [5][7].

Core Viewpoint - A federal judge has ruled that Apple can no longer collect commissions on transactions occurring outside the App Store, which poses a significant challenge to its high-margin services business [1][6]. Financial Impact - The immediate financial impact of the ruling is uncertain, but it introduces risks to Apple's commission-based revenue model [2][9]. - Apple's services business reported record revenues of $26.6 billion, growing by 11.6%, although this growth has slowed from 14% in the previous quarter [3][4]. Business Model Changes - The ruling stems from a prior injunction related to the Epic Games lawsuit, which required Apple to allow third-party payment links, thus affecting its ability to charge a 30% commission [6][8]. - Apple estimated that the revenue impact of moving to a no-commission model could range from hundreds of millions to billions, depending on developer adoption rates [8]. Competitive Landscape - The ruling may enable companies like Epic and Spotify to attract Apple customers to transact directly, potentially diminishing Apple's revenue from the App Store [7][8]. - In 2022, App Store developer billings reached $1.1 trillion, with over 90% of that amount going to developers without any commission paid to Apple [8]. Ongoing Legal Challenges - Apple plans to appeal the ruling, indicating that the commission-based model is facing significant uncertainty moving forward [9].

Core Points - Apple has approved an update for Spotify following a federal judge's order to stop charging commissions on off-app purchases, which could lead to criminal contempt proceedings against Apple [1][5][6] - The update allows Spotify users to access pricing information, links for purchases, and alternative payment options directly within the app, enhancing transparency and consumer choice [2][4][9] - This development is seen as a significant milestone for developers and entrepreneurs, promoting a more competitive environment [4] Legal Context - Judge Yvonne Gonzalez Rogers ruled that Apple willfully violated a 2021 injunction related to a case with Epic Games, holding the company in contempt of court [5][6] - The judge ordered Apple to cease imposing commissions on purchases made through links in iPhone apps and referred the matter to US attorneys for potential criminal contempt proceedings against Apple and its executives [6][7] - Apple's new policy introduced in 2024 allowed it to collect a 27% fee on certain purchases, which was criticized as an anticompetitive move [8]

Group 1 - Apple has approved Spotify's U.S. app update, allowing users to access pricing information and external payment links, following a U.S. judge's order to stop charging commissions on in-app purchases [1][4] - Spotify's spokesperson highlighted that this update represents a significant milestone for transparency and choice for U.S. consumers, enabling lower prices and more control over subscriptions [2][3] - The updated app version 9.0.40 is now available on the App Store, making Spotify one of the first major apps to implement these changes [2][3] Group 2 - The U.S. District Judge ruled that Apple violated an order to reform its App Store, indicating that Apple willfully failed to comply with the order to allow developers to direct customers to their websites for purchases [5]

Core Viewpoint - Apple has updated its App Store rules in the U.S. to allow apps to link users to their own websites for purchasing subscriptions or digital goods, following a court ruling in favor of Epic Games [1][2]. Group 1: Legal Context - The lawsuit initiated by Epic Games in 2020 challenged Apple's control over in-app transactions, leading to a 2021 injunction that required Apple to provide developers with options to redirect users to their own websites to avoid a 30% commission [3]. - After failing to appeal the injunction, Apple began allowing apps to link to external payment methods but still charged a 27% commission and implemented "scare screens" [4]. Group 2: Compliance and Reactions - Following the recent ruling, Apple must eliminate the "scare screens" and has already removed guidelines regarding the language used in these screens and links [4]. - Apple expressed its disagreement with the court's decision, stating it will comply with the order while planning to appeal [7]. - Spotify has taken advantage of the new rules by submitting an app version that includes links for users to purchase subscriptions externally [7].

Core Viewpoint - Spotify has submitted a new app update to Apple following a court ruling that requires Apple to ease restrictions on developers' communication with customers, allowing for improved subscription management and payment options [1][4]. Group 1: Spotify's App Update - The app update will enable U.S. consumers to view subscription pricing details, promotional information, and other relevant details directly within the Spotify app [2]. - Users will have the ability to click links to purchase or change subscriptions seamlessly [2]. - The update will also allow U.S. consumers to utilize payment options beyond Apple's payment system, enhancing the purchasing experience [3]. Group 2: Legal Context and Reactions - The court ruling, stemming from a case brought by Epic Games, mandates that Apple must stop restricting developers' ability to communicate with customers without incurring charges [1][4]. - Spotify criticized Apple's previous restrictions as an abuse of market power, emphasizing the absurdity of not being able to offer basic services despite the judge's order from four years ago [4]. - Epic Games plans to return its game Fortnite to the U.S. iOS App Store following the court ruling, indicating a potential shift in the competitive landscape [5].

Core Viewpoint - Apple is facing potential criminal charges after a federal judge ruled that the company violated an antitrust order related to App Store restrictions, with CEO Tim Cook being singled out for allegedly ignoring advice from his deputies to comply with the ruling [1][5][7]. Group 1: Legal Proceedings and Rulings - The judge, Yvonne Gonzalez Rogers, stated that Cook "chose poorly" by directing his team to defy a court order in the ongoing dispute with Epic Games [1][4]. - Epic Games accused Apple of anticompetitive behavior, leading to a 2021 injunction that required Apple to allow developers to offer alternative payment methods outside the App Store [2][14]. - The judge found that Apple had considered external costs related to alternative payment methods and intentionally set its commission high enough to exceed those costs, undermining claims made by Apple's vice president of finance, Alex Roman [9][14]. Group 2: Internal Dynamics at Apple - Internal discussions revealed that senior executives, including Phillip Schiller, advocated for compliance with the court's order, but Cook sided with his finance team [4][5]. - The judge accused Roman of lying under oath and stated that Apple adopted misrepresentations to the court [6][10]. - Cook's decision to ignore Schiller's advice and follow the finance team's direction was highlighted as a significant misstep [5][11]. Group 3: Implications for Apple and Developers - The ruling mandates that Apple cease collecting commissions on purchases made via external links within apps, which is a significant concession aimed at curbing Apple's dominance in digital commerce on iOS [15]. - Epic Games' CEO, Tim Sweeney, described the ruling as a landmark moment for app developers, emphasizing that it forces Apple to compete [15][16]. - The judge also directed Apple to cover Epic Games' legal fees related to the contempt issue, further impacting the company's financial obligations [15].

罗杰斯本周三表示，此前法院裁决后，苹果反而采取了一种新的方式，使在App Store之外销售商品的 应用程序开发者需要向苹果支付27%的佣金。此外，苹果还以App Store之外支付可能不安全为由，劝用 户不要在其他地方支付。该法官表示，苹果无视法院禁令。该法官将苹果移交给联邦检察官进行藐视法 庭刑事调查。 法官表示，苹果不能再从App Store以外的应用程序销售中收取佣金，也不能制定规则来阻止应用开发 者创建外部链接。 当地时间周三，美国加州一名联邦法官裁定，苹果必须放松对App Store的控制，并停止对部分应用程 序的销售收取佣金。此事前因是Epic Games曾对苹果发起诉讼，相关诉讼裁决后，该法官认为苹果违反 了相关诉讼裁决。 2020年，Epic Games游戏《堡垒之夜》因绕过"应用内购买"、开通第三方支付被苹果下架。Epic Games 认为，苹果非法维持iOS系统在App分销市场中的垄断地位，起诉了苹果。2021年，美国法院在要求 Epic Games支付佣金和利息的同时，要求苹果改进应用商店政策。经历多起诉讼，2021年，苹果作出妥 协，同意开发者可通过邮件等方式，向用户介绍苹果iOS支 ...