Earlier quoted context omitted.
What is the connection to this piece of news?
Samsung is a somewhat bigger issue for S Korea than Apple and Google, but it's domestic so it gets a pass.
I would hope that these new rules apply to Samsung as well.
S.Korea parliament committee votes to curb Google, Apple commission dominance
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Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#22This is a move on the right direction, and is better than nothing. However, I think that a better move is to force HW platforms (maybe starting at a certain magnitude) to let the users use any software market they desire. This way Apple and Google can continue forcing the apps on their own markets to use their payment systems and "keep the users safe", while the other markets can do whatever they like
I would go further: software should always be optional in any hardware purchase and the price of hardware with software should be higher than the price of the hardware alone. Discount bundles with software + hardware should not be allowed. So no iPhone + iOS or laptop + Windows as one item.
Selling hardware and software separately ensures that the hardware can be repurposed with independently sourced software. That gives control to the user and reduces e-waste.
This should include 'firmware'. The benefit for the manufacturer is that they can charge for software updates. But the consumer can choose to get the update from elsewhere.
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#23This is a move on the right direction, and is better than nothing. However, I think that a better move is to force HW platforms (maybe starting at a certain magnitude) to let the users use any software market they desire. This way Apple and Google can continue forcing the apps on their own markets to use their payment systems and "keep the users safe", while the other markets can do whatever they like
What does HW mean here? Handheld Wearable?
Would that mean letting e.g. Sony PS5 devices allow homebrew markets to be used legally on their consoles? That would be awesome for the consumers.
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#24Interesting to note here is that SK has a healthy local "online services" industry.
They have their own Google equivalents, like Naver, that have comparable(and sometimes better because optimized to SK) services and don't have that much of an incentive to keep Google "happy".
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#25This is a move on the right direction, and is better than nothing. However, I think that a better move is to force HW platforms (maybe starting at a certain magnitude) to let the users use any software market they desire. This way Apple and Google can continue forcing the apps on their own markets to use their payment systems and "keep the users safe", while the other markets can do whatever they like
What does HW mean here? Handheld Wearable? Would that mean letting e.g. Sony PS5 devices allow homebrew markets to be used legally on their consoles? That would be awesome for the consumers.
'Hardware' probably
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#26If you wanted to trade on the growing likelihood that they'll be forced to cut fees, which companies will benefit the most? For example Match Inc. gets most of their revenue from Tinder, so any savings would go directly to their bottom line.
In that case I wouldn't look for the ones that benefit from having a slight decrease in their Costs (like the Match Inc example you mentioned). The advantage won't translate explosively in stocks (assuming you are talking about that)
I would look for the ones that are ready to launch "the next Apple Store" which will compete directly with Apple and become #2 in market share of apps revenue in a few years. Those ones will be much more profitable to trade on.
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#27What about Steam? They control 90% of PC gaming and even charge regressive commissions, with higher rates for smaller developers.
There may be issues with Steam's hold of market share (or not), I won’t debate that. But I don’t think it’s comparable at all to the topic at hand. If you want to sell a video game to PC (personal computer, not necessarily Windows) users, there are many options besides Steam and Steam has no special position of privilege on any platform it's available on (Windows, Mac OS, Linux). You could still distribute your game by CD if you wanted to and it would work as well as any game bought on Steam. There are also many other digital games distribution platforms. They may not be as popular as Steam, but Steam has no inherent advantage over them. On a Windows PC, for example, Steam has no advantage over Origin, or GOG Galaxy, or any other.
Its popularity is due to other factors, not some privileged position it occupies. Unlike Google’s or Apple’s app stores which absolutely have a privileged position on their respective platforms.
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#28I don't know if it's still the case but last I was in SK, there were no walking directions on Google Maps. My understanding was that Google was prohibited to incorporate this in order to favor local competitors.
That is correct. Also Google Maps accuracy in SK (can only speak for Seoul, Busan) is not as good as the South Korean ones. Which is not the case for most other countries.
We learned that we had to use Naver map :-)
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#29What about Steam? They control 90% of PC gaming and even charge regressive commissions, with higher rates for smaller developers.
What about Amazon? Or any other dominant player in any market?
Steam does not come pre-installed on nearly every device unlike Apple's and Googles offering. Future Steam Deck not withstanding, but that will be miniscule player.
They don't prevent any other store from operating. So I don't see how they are comparable to anything Google or Apple does. Windows Store might qualify if they forced themselves on Windows in same way. But certainly Steam is entirely different.
Re: S.Korea parliament committee votes to curb Google, Apple commission dominance
#30Interesting to note here is that SK has a healthy local "online services" industry. They have their own Google equivalents, like Naver, that have comparable(and sometimes better because optimized to SK) services and don't have that much of an incentive to keep Google "happy".
Could you list examples of the local equivalents that are in common use?
I know of Naver maps https://m.map.naver.com