China Internet_ Our Thoughts on a Potential Probe into iOS Channel Fee in China
China Securities·2025-02-09 04:54
February 5, 2025 03:39 PM GMT China Internet | Asia Pacific Our Thoughts on a Potential Probe into iOS Channel Fee in China Bloomberg news reported a potential probe into iOS channel fee in China. We think this could benefit Tencent and NetEase if it follows the outcome in the EU – a 13ppt reduction in channel fee and allowing third-party marketplace and in-app payments. What happened: Bloomberg reported that China is considering a probe into iOS App Store practices – 30% channel fee and barring third-party ...