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苹果又区别对待!日本降税10%,中国还按30%抽成
Jin Tou Wang· 2025-12-22 09:45
Core Viewpoint - Apple has significantly reduced its commission rates in Japan while maintaining the highest rates in China, highlighting a disparity in treatment between these markets [1][2][3]. Group 1: Commission Rates and Policies - In Japan, Apple has lowered its commission rates to between 10% and 26%, and even as low as 5% for third-party app stores due to new legislation [1][2]. - In contrast, Apple maintains a 30% commission for large enterprises and 15% for small enterprises in China, which is the highest globally [2][3]. - Other regions like the US, EU, and South Korea have seen Apple reduce its commission rates and open payment channels, allowing for zero commission on external link payments [2]. Group 2: Impact on Developers and Consumers - High commission rates have severely impacted developers, with profit margins being squeezed; for example, a 100 yuan gift results in only 70 yuan after Apple's cut, leading to further distribution of profits among platforms and streamlining costs [3]. - Consumers face higher prices for apps and services on iOS, often 20%-30% more than on Android, with the excess revenue benefiting Apple [3]. - If China were to adopt a commission rate similar to the EU's 17%, it could save the digital economy over 120 billion yuan in the next five years [3]. Group 3: Market Performance and Reactions - Despite the high commission rates, Apple's revenue in the Greater China region has declined by 3.6%, making it the only region with a revenue drop in the latest fiscal quarter [4][5]. - Apple's revenue in China has been affected by declining sales and increased competition, with the company falling out of the top five smartphone vendors in the region [5]. - The company has faced backlash from Chinese consumers, including legal actions and complaints to regulatory authorities, indicating a growing demand for fair treatment [3][6].