Apple's Commission Cut Bodes Well for Chinese Game Developers -- Market Talk

Dow Jones
03/13

0506 GMT - Apple's latest move to lower its channel fee bodes well for Chinese game developers and companies with subscription services through apps. Apple is cutting its commission rate for in-app purchases and paid app transactions in China to 25% from 30% starting Sunday. Android stores in China will likely face pressure to lower their channel fees as well, which are at 50% for most new games, though some fees have come down slightly in the past few years on case-by-case negotiations, the analysts say. Chinese game companies, especially Tencent, NetEase, Zhejiang Century Huatong, could enjoy higher gross margins thanks to Apple's decision, they note. (sherry.qin@wsj.com)

 

(END) Dow Jones Newswires

March 13, 2026 01:06 ET (05:06 GMT)

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