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Comment by MangoCoffee | Hacker News Reader

>“This year we launched our most powerful products ever, from M1-powered Macs to an iPhone 13 lineup that is setting a new standard for performance and empowering our customers to create and connect in new ways,” said Tim Cook

one platform for all their products. (one ring to rule them all) how much did Apple saved by going with their own in-house designed chip?

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Cost of products went from 70% to 66% and will only decrease I presume

This is very good news for them, since their services revenue looks to be at risk due to antitrust scrutiny.

You keep repeating that, are you trying to will it into existence?

I think it's factual statement. When regulators are investigating one of your business practices, that is a business risk.

https://www.reuters.com/technology/apple-likely-face-doj-ant...

https://www.reuters.com/technology/exclusive-eu-antitrust-re...

I’d say both yes and no - Apple’s now booming services division (which includes the App Store) only started to produce meaningful revenue and profit after introducing a range of ancillary and subscription services. Absolutely agree that any change to their business model will be a hit on their revenue - but I believe people may be grossly over stating how much of Apple’s services division profit is coming from that 15/30% share. Running the app store is easily their most costly service and stable users aren’t in the habit of buying apps - but those people sure are paying their monthlies on iCloud/storage and music. (Also not to forget that apple get a cut from every Apple Pay transaction.)

Google just cut their fee by 15%. Apple can't be too far behind.

Apple cut their fee for almost all developers to 15% back in late 2020.

https://www.bloomberg.com/news/articles/2020-11-18/apple-to-...

The vast majority of app income is from apps that make more than $1 million a year.

Apple did it before Google.

Source: I am an iOS and android dev.

I've never heard of this before. Are you talking about services like Apple pay, arcade, tv+, fitness+, icloud+?

Presumably App Store fees as the 30% is under scrutiny / threat in lots of jurisdictions.

Then it's good news they're branching out their services beyond just the App Store commission.

Indeed. Actually I think the impact will be less than many expect - it’s definitely not going to zero!

Yup.. watch out aws, gcp, azure

Imagine if Apple started making their chips available for use on server platforms, with that power efficiency.

Well, their contracts with AWS should expire in a year or 2. Also, they've used AWS, GCP, and Azure.

It only makes sense to migrate to their own cloud. They're already offering Xcode Cloud. The logical step afterwards would be a public cloud. This is where the big money is.

a) For almost all developers it's 15%.

b) It's under scrutiny but the legal consensus being formed is that Apple simply needs to allow links to alternate payment systems. It doesn't need to allow sideloading or offer alternate app stores.

c) Some countries are looking at forcing Apple to offer a "choose your phone/mail/calendar app" screen on initial phone purchase which does have precedent and looks far more likely.

We’re talking about the impact on Apple here and the large majority of their income will come from developers that are in the 30% tier.

Whether it’s another App Store or a link either way will affect Apple’s take through the App Store.

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