2021年苹果App Store收入又创纪录了，苹果还能「躺赢」多久？

苹果市值破3万亿美元，付费订阅用户超7.45亿

App Store成为增长新引擎，开发者分成持续攀升

作者 | 李扬霞

苹果日前宣布，目前该公司已拥有7.45亿付费订阅用户，服务内容涵盖苹果音乐（Apple Music）、iCloud等。同时，通过应用商店订阅第三方应用的用户也计算在内。相比之下，去年夏天该数字为7亿。

根据披露数据，苹果2021年向开发者支付了600亿美元报酬，占据App Store总营收约70%至85%，其中App Store自身获利比例介于15%到30%之间。

自2008年应用商店推出以来，苹果累计向开发人员发放营收分成达2600亿美元。相较之下，2019年末时该数据是1550亿美元，2020年底突破2000亿美元。年报数据显示，2021年再度增加600亿美元。

服务业务表现显示出强劲的增长势头，成为投资者关注亮点之一。苹果通过包罗万象的服务生态实现盈利多元化，包括应用程序下载及各类云端增值服务等，旨在拓展硬件之外的新盈利渠道。

值得一提的是，如果假设苹果收取佣金固定为30%，CNBC据此估算2021年其应用商店总收入可达857.1亿美元左右。但在调整后费率体系下,若实际佣金率15%，对应经营销售收入约为705.8亿美元。

An ongoing debate over the app store model has emerged amid growing pressure from regulators and lawmakers worldwide. Specifically in the U.S. and Europe where legislative actions are considering imposing stricter scrutiny of app-based commerce practices.

In response to evolving business dynamics App began adjusting its commission fees throughout 2021. For instance under new policies developers earning below $1 million annually enjoy preferential rates at only 15%. Additionally support journalism by charging them minimal fees for content contributions after August while offering further incentives—only requiring second-year subscription charges at reduced 15% instead exproitory 30% markup previously applied across all tiers equally most especially impacting premier music’s classical streams-focused acquisitions like prime-phonic which gets integrated via standullivan dedicated viewers expected public availability shortly post this calendar yearlaunch intended timed coincide next few months ahead