There isn't an iPhone industry, there's a smartphone industry, and Apple (despite all their profits) only controls a small portion of that business.
Their strategy also adds a lot of consumer value. I use an iPhone specifically because I understand the tradeoffs between freedom and reliability/security, and I go for the reliability/security. Not everyone wants a second job playing sysadmin on their smartphone.
Of course there is. You can argue that it shouldn't be the deciding factor here, but you can't argue it doesn't exist at all.
iOS is basically a geographical region. It's like saying there isn't a California market because it's instead the US market. Or that you can't be considered a monopoly because people can move. Yes, they can, but there's significant burdens to that movement. And it turns out that burden was enough to consider things like utilities to be monopolies. Is the burden on switching between Android & iOS high enough to be considered a barrier to free competition? I'd say yes, it is. As such, iOS is its own market in which Apple is abusing monopoly position.
I can get 3rd party parts for my Ford without issue, and it can be worked on & upgraded by 3rd party shops. There's competition even within the subset of cars from Ford.
That's not the point though. Apple wants 30% regardless of what service you offer. While it's understandable (to a degree) for the app itself, it's not for something you purchase in the app.
Fortnite money has nothing to do with Apple. If they would only charge the processing fee and whatnot there would be no debate. Compare it to paying Apple for subscribing to Netflix/Spotify/Amazon. What is their accomplishment in this case?
I completely agree that Apple's treatment of developers is terrible, and that Apple should be shining their shoes and thanking them for selling Apple's products for them. At the same time I'm happy that Apple is being strict when developers try to skirt the rules, as I appreciate the rigorously-maintained platform. I seriously appreciate the no-BS treatment of subscriptions, because so many services make unsubscribing a complete nightmare. Whenever there's an option, I will take the App Store subscription over anything else.
If it were up to me, Apple would charge more like 3% and keep all other factors the same in terms of strictly shutting down developers who try to skirt the policies.
Would you care if apps could offer two subscription methods, the Apple one with no-BS and the developers' one with a lower price (but potentially shittier experience)?
It's a genuine question, as you thinking about the app store consumer experience.
Personally I like the choice. Pay with cash and get X% off, or use a credit card :)
Not only that, they have the majority of app store purchases.
And there is also the fact that the government doesn't classify a trust[1] by the dictionary definition of monopoly:
> Courts do not require a literal monopoly before applying rules for single firm conduct; that term is used as shorthand for a firm with significant and durable market power — that is, the long term ability to raise price or exclude competitors. That is how that term is used here: a "monopolist" is a firm with significant and durable market power.
I'd think a more "fair" comparison would be "percent of dollars spent". Since Apple is purposely targeting a higher cost, lower volume segment of the market.
It's a fairly difficult comparison to make though because you have to compare a single companies vertical integration to the non-integrated supply chains of several other companies.
Also, the consumer experience of a single well-maintained, and mostly safe App Store plays a large role in why iPhone users are comfortable spending more money on third party apps.
Anytime the discussion around Apple’s take on subscription revenue comes up there are always comments from people that they wouldn’t even mind paying a premium price just to have the convenience of having all their subscriptions managed in one place, and free of company-specific dark patterns for unsubscribing.
The smartphone industry is a duopoly between iOS and Android, however iOS accounts for a majority of app spending. Their actions are overwhelmingly impactful to developers. If you want to maximize your profits as a developer you design for iOS first.
Their strategy also adds a lot of consumer value. I use an iPhone specifically because I understand the tradeoffs between freedom and reliability/security, and I go for the reliability/security. Not everyone wants a second job playing sysadmin on their smartphone.