Apple becomes a defendant again? Antitrust pressure or transformation driver

category:Finance
 Apple becomes a defendant again? Antitrust pressure or transformation driver


Apples IOS operating system occupies a monopoly position in the industry. Appstore is the only download channel for iPhone. All apps can only be used after passing Apple certification. Its disrespectful for app developers to force app developers to use the overlord clause of in app purchase system. Apple is suspected of abusing its dominant position in the IOS operating system market, thus undermining the normal market competition order and gradually reducing more new applications and business opportunities.

As the European Commission has found, the terms, conditions and other measures set by Apple payment in business applications, Apples electronic device web pages may distort competition and reduce choice and innovation.. Consumer antitrust lawsuits against apple are also on the agenda. In the actual operation process, in order to ensure revenue, developers often improve service pricing, pass on the Apple tax to consumers, and increase the cost of consumers.

The closeness of the operating system ecosystem is an important feature of apple, and it also forms the foundation of the ecological moat of apple. But on the basis of IOS ecology, wechat applets have formed a huge application ecology. As of June last year, the number of wechat app users reached 700 million.

The rise of a series of new application ecology will weaken the importance of Appstore, divert the energy and resources put in by developers, and impact the Apple tax and its related businesses. In addition, in the case of sluggish growth of mobile phone shipments and sluggish revenue contribution, Huawei, oppo, vivo and other Android system mobile phones continue to impact the high-end market, with market share rising, posing a challenge to apple. It can be speculated that Apples profit direction may continue to gradually incline to software, that is, Appstore. However, we should also be aware that although Apple has been repeatedly crusaded and accused of monopoly behavior, its core competitiveness at the CPU and system level still exists. By the end of 2019, the number of iPhones active in the world has reached 900 million, and the number of Apple products activated in the world has reached 1.4 billion. With the advantage of hardware stock and closed Apple ecosystem, apple actively transformed into service business, with the volume of service business and its proportion in the companys total revenue growing significantly. The investigation, which is also called Apple tax, will naturally bring pressure on apple to adjust its rate strategy and a series of transformation reforms. Source: responsible editor of times weekly: Wang Xiaowu_ NF

The rise of a series of new application ecology will weaken the importance of Appstore, divert the energy and resources put in by developers, and impact the Apple tax and its related businesses. In addition, in the case of sluggish growth of mobile phone shipments and sluggish revenue contribution, Huawei, oppo, vivo and other Android system mobile phones continue to impact the high-end market, with market share rising, posing a challenge to apple. It can be speculated that Apples profit direction may continue to gradually incline to software, that is, Appstore.

However, we should also be aware that although Apple has been repeatedly crusaded and accused of monopoly behavior, its core competitiveness at the CPU and system level still exists. By the end of 2019, the number of iPhones active in the world has reached 900 million, and the number of Apple products activated in the world has reached 1.4 billion.