当看到欧洲20家应用开发商及消费者团体联名向欧盟监管机构发难，直指苹果应用商店收费结构导致区域竞争不公时，我立刻想到我们持续关注的欧盟 《数字市场法案》（DMA）落地进程——这场跨越大西洋的抗议，正是全球数字生态规则重构的又一明确信号。 在亚洲市场，日本即将生效的竞争法案、韩国开发者的维权行动，与中国正在推进的反垄断监管、消费者联名举报形成合力，恰好印证了这场围绕"平台 抽成"与"生态开放"之间的博弈早已遍及全球，全球开发者群体已形成共识：封闭生态下的垄断定价，正在侵蚀数字创新的根基，其本质是数字经济时代 市场公平与创新活力的再平衡之战。 平台霸权的全球蔓延是跨区域抗议浪潮的共同根源。苹果App Store对年收入超过100万美元的开发者收取30%的提成，中小开发者适用Apple Developer Program优惠计划，收取15%。2024年起，苹果在欧盟推出"替代市场方案"，对使用第三方支付的交易收取17%核心费（Core Technology Fee, CTF），另 加3%～17%不等的额外费用（取决于是否使用苹果服务器、通知等服务）。实际综合费率通常在17%～27%之间，部分场景接近30%。 中国的 ...

转自：北京日报客户端 23日凌晨，快手方面对中新经纬表示，22日22时左右，平台遭到黑灰产攻击，目前已紧急处理修复中， 平台坚决抵制违规内容，相应情况已上报给相关部门，并向公安机关报警。截至发稿，快手已冲至苹果 AppStore免费APP下载榜第二。 来源： @ 中新经纬 ...

这些变革，既让开发者们拍手叫好，也再次让中国市场成为一些人津津乐道的话题：为何独独中国成 了"苹果特例"？这些年，苹果手机在中国销售量持续下滑的背景下，苹果公司依赖高额佣金来维持利润 率。中国市场的"现金奶牛"属性，移动支付体系成熟，数字内容消费频率高，苹果通过30%的抽成获取 高额利润。 以直播行业为例，100元礼物收入经苹果抽成后仅剩70元，平台还需向主播分成35到50元，剩余资金需 覆盖流量投放、人力成本等开支，最终利润率微薄。尽管开发者贡献了苹果App Store全球约四分之一 的收入，但是由于缺乏集体议价能力，难以推动苹果降低抽成。 邱 林 苹果公司又一次在全球范围内掀起了"政策风暴"。这位一向以铁腕生态著称的"科技男神"——苹果掌门 人库克，居然在日本市场对自家的苹果税动了"大手术"，开放了第三方应用商店和外部支付渠道。 日前，苹果公司宣布将日本的"苹果税"率从30%调降至21%，加入小型企业计划、视频合作伙伴计划、 小程序合作伙伴计划的开发者的佣金从15%调降至10%。同时，苹果公司还将在日本市场开放第三方应 用商店和外部支付渠道。这是苹果公司在亚洲市场的最新调整举措。 此前，欧盟中小开发者的" ...

事件源于2024年日本《移动软件竞争法》的通过，当时斯威尼曾乐观宣布《堡垒之夜》将登陆日本iOS 市场，彼时他尚未知晓苹果的具体合规方案。如今苹果出台的新规则显示，Epic若通过替代应用商店分 发游戏，需向苹果支付5%的收入分成；若通过苹果App Store分发，要么就Epic Games商店的游戏内购 买收入付5%费用，要么就网页链接数字购买付15%费用。 斯威尼在声明中怒斥苹果滥用市场地位，阻碍开发者与用户的正常交易，既无法形成真正竞争，也损害 了消费者利益。对此，苹果方面回应称，新规则制定过程中已与日本监管机构充分合作，符合当地法规 要求。（旺旺） 来源：环球网 【环球网科技综合报道】12月19日消息，据macrumors报道，Epic Games首席执行官蒂姆·斯威尼日前公 开宣布，因苹果新App Store规则收取高额不合理费用，公司将无法按承诺在2025年末把《堡垒之夜》 推向日本iOS平台，同时直指苹果违反日本《移动软件竞争法》，计划向日本公平贸易委员会提起申 诉。 ...

Core Points - Apple has reached an agreement with Tencent regarding the revenue share for mini-games and mini-programs, reducing the in-app purchase commission to 15% from the standard 30% [2][3] - The Mini App Partner Program aims to support developers hosting mini-programs, enhancing their business and sales reach within the App Store [3] - Tencent has expressed willingness to integrate this service, indicating a collaborative effort to build a healthy ecosystem [4] Revenue Share Details - The new commission rate of 15% applies to eligible in-app purchases within mini-programs, significantly lower than the typical 30% rate [3] - Prior to this, there was no clear revenue-sharing policy for in-app purchases of mini-programs on iOS [3] - The program requires participating apps to support specific App Store technologies to ensure a safe and smooth experience for users of all ages [3] Market Impact - The new policy is expected to increase the number of iOS users engaging with mini-programs, as previous payment methods were inconvenient [5] - The domestic mini-game market has seen substantial growth, with revenues reaching 20 billion yuan in 2023, a 300% increase from previous years [5] - The market is projected to continue its growth trajectory, with total revenue expected to reach 39.836 billion yuan in 2024, reflecting a year-on-year increase of 99.18% [5]

Core Points - Apple announced a reduction in the App Store commission rate from 30% to 15% for certain app developers, contingent upon their participation in the new "Mini Apps Partner Program" [1][3] - This new policy is seen as a strategy for Apple to balance its revenue sources with platforms like WeChat, Alipay, and Douyin [1][3] Revenue Sharing - Apple will take a 15% cut from payments processed for WeChat mini-games and applications under a new agreement with Tencent [3] - Currently, the App Store charges a 30% commission on apps with annual revenues exceeding $1 million, while those below this threshold are charged 15% [3] - The 15% commission is expected to apply only to in-app purchases (IAP) and not to advertising revenue [7][8] Payment Channels - Apple's commission structure is primarily based on its payment channels, which allows it to track in-app purchases and enforce its revenue share [8] - Advertising revenue does not typically go through Apple's payment system, making it difficult for Apple to collect its commission from that segment [8] Market Dynamics - The current market commission rates do not support Apple's 15% revenue share proposal, as other platforms have varying rates [9][10] - Tencent's mini-games currently have a 15% commission on advertising revenue, while other operating systems have higher rates for in-app purchases [9][10] Strategic Implications - The agreement between Apple and Tencent reflects a mutual need to develop the iOS market, as the lack of in-app purchase support for mini-programs has negatively impacted user experience [14][15] - The new revenue-sharing model may lead to a shift of paid applications towards mini-program platforms, enhancing their market power and bargaining capabilities [15] Regulatory Context - Apple's adjustments in commission rates are influenced by increasing antitrust scrutiny in various regions, prompting the company to seek new revenue streams [16][17] - The "Mini Apps Partner Program" requires developers to integrate Apple's technology deeply, which may raise compliance risks under antitrust laws [20]

Core Viewpoint - Apple and Tencent have reached an agreement on a 15% commission for in-app purchases in mini-games, which is a significant reduction from the previous 30% rate, reflecting ongoing negotiations and pressures in the gaming industry [2][3]. Group 1: Apple and Tencent Agreement - Apple confirmed the 15% commission rate for mini-games, allowing developers to retain 85% of in-app purchase revenue [2]. - The previous commission structure charged 30% for developers earning over $1 million annually and 15% for those below that threshold, commonly referred to as the "Apple tax" [2]. - The agreement is seen as a compromise following tensions between Apple and Tencent regarding payment systems and commission rates [3]. Group 2: Industry Context and Implications - Tencent's management highlighted the burden of the 30% commission on the gaming industry, suggesting that changes in commission rates are likely due to regulatory and commercial pressures [3]. - The mini-game sector in China is still emerging, with over 80% of developers being small teams of fewer than 30 people, indicating that a 30% commission could significantly impact their viability [3]. - The reduced commission rate is expected to enhance Apple's revenue from mini-games, as most of Tencent's income from these games currently comes from in-app purchases rather than advertisements [3]. Group 3: Global Trends and Challenges - Apple's service revenue, including the App Store, reached $28.75 billion in the latest quarter, marking a 15% year-on-year increase, but the 30% commission model is facing challenges globally [4]. - Various regions, including the EU and Japan, have successfully reduced the commission rates, with the EU's rate dropping to 17% and Japan implementing laws to lower the tax [4]. - In China, consumer complaints have been filed against Apple for maintaining the highest commission rate globally, indicating potential regulatory scrutiny [4].

Core Viewpoint - A group of 55 Chinese consumers has filed a complaint against Apple, accusing the company of abusing its market dominance by restricting payment channels and charging high commissions, which they argue undermines consumer choice and fair trade in China [1][4]. Group 1: Complaint Details - The complaint requests that Apple open third-party payment channels beyond In-App Purchase (IAP) for Chinese consumers without charging any commissions [4]. - It also demands that Apple allow access to iOS applications from sources other than the App Store, again without any associated fees [4]. - Additionally, the complaint calls for a reduction in the commission rate for in-app purchases to be lower than the most favorable rates in other countries [4]. Group 2: Context of Apple's Market Practices - The term "Apple Tax" refers to the 10%-30% commission Apple charges developers for transactions made through its App Store, which has drawn criticism globally [6]. - The European Union has previously investigated Apple for its App Store commission policies, leading to significant fines and rulings against the company [6][7]. - Other countries, including Japan and Australia, have also initiated investigations or legal actions against Apple for similar anti-competitive practices [8].

其中，下载次数最多的山寨应用"Sora 2–AI Video Generator"通过关键词优化App Store搜索，短短时间 内获超5万次安装。另一款"Sora 2–Video Generator AI"表现稍逊，但下载量已超6000次并持续增长。 截至目前，仍有少数Sora品牌假货存留，如"PetReels—Sora for Pets"和"Viral AI Photo Maker: Vi-sora"， 尽管下载量有限，却潜在制造消费者混淆。Appfigures指出，这些山寨的总盈利超过16万美元，考虑到 其短暂生命周期，这笔"快钱"颇为可观。 这些山寨应用如何通过苹果的App Review审核流程仍是个谜。Appfigures表示，苹果最终下架了多数山 寨应用，但审核机制的漏洞显而易见。苹果已被要求就此置评，包括如何允许这些商标侵权应用上线以 及剩余假货的移除计划，但截至发稿前未作回应。科技评论家约翰·格鲁伯（John Gruber）将此称为"本 周App Store最大骗局"，呼吁苹果加强AI时代下的品牌保护。 百万狂欢：AI视频的"ChatGPT时刻" 10月10日消息，OpenAI视频生成应用So ...

Core Viewpoint - The shutdown of 91 Assistant marks the end of the "jailbreak era" and signifies the decline of third-party app stores that once dominated the mobile application distribution landscape [8][11]. Group 1: Background and Development of 91 Assistant - 91 Assistant was developed in 2007 by Xiong Jun to simplify the complex operations of iTunes for early iPhone users, quickly gaining over 200,000 users within two months [2]. - It became the only cross-terminal and cross-platform content distribution platform at the time, addressing the limitations of Apple's App Store, which was known for its high-quality but closed ecosystem [4][6]. - The software gained popularity by providing easy jailbreak operations and free downloads of paid applications, becoming a crucial channel for non-official app downloads for iOS devices [4][6]. Group 2: Market Dynamics and Acquisition - In 2009, 91 Assistant expanded to the Android platform, adding features like Android flashing and phone management, which significantly increased its user base [6]. - By 2013, the platform had achieved over 10 billion cumulative app downloads, averaging 8 downloads per person in China, leading to its acquisition by Baidu for $1.9 billion, one of the largest mergers in the internet industry at that time [6]. - After the acquisition, it was rebranded as "Baidu 91" but continued to operate independently within Baidu's ecosystem [6]. Group 3: Decline of Third-Party App Stores - The rise of official app stores and improved app distribution by smartphone manufacturers led to a significant decline in the presence of third-party app stores like 91 Assistant [6][11]. - The shutdown of 91 Assistant on September 28, 2023, along with the earlier closure of similar services like PP Assistant, signifies the end of an era dominated by third-party app distribution [8][10]. - Other similar tools have also gradually exited the market since 2014, although their impact on the early smartphone development phase remains significant [11]. Group 4: Transition and Future Outlook - Despite the decline of many "mobile assistant" tools, some have successfully transitioned, such as Coolapk, which evolved from a mobile assistant to a community-focused platform for product discussions and social interactions [11].