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I expect Apple will react to this by scaling down the sophistication and breadth of features they make available to EU users. That most of these capabilities e
by twoodfin 2y ago
I expect Apple will react to this by scaling down the sophistication and breadth of features they make available to EU users.
That most of these capabilities exist at all reflects Apple’s belief that they’re a way to differentiate their (closed) ecosystem through vertical integration. If the EU takes that away, Apple’s motivation to invest in these areas for EU customers goes away, too.
- Etheryte 2y agoThis sounds highly unlikely, as it would drastically hurt the sales of adjacent devices and accessories. In my opinion, the most likely outcome is the Apple regular, where they release docs, but the docs are so bad that they're practically unworkable.
- twoodfin 2y agoIf Apple has the choice to give up developing products in a controlled, vertically integrated manner OR losing a substantial fraction of EU device and accessory sales, I don’t think that’s a hard one for them. We already see it in another regulatory regime, with AI features coming much later to the EU, if at all.
- troupo 2y ago> OR losing a substantial fraction of EU device and accessory sales, I don’t think that’s a hard one for them. It isn't hard at all. "Develop stuff the way we want, or lose sales" is really not a hard decision at all. Funny how you end up with an answer that defies all common and business sense > with AI features coming much later to the EU, if at all. They are coming despite all of Apple's posturing, and on a schedule that was already determined before all the posturing.
- walterbell 2y agoRevamped AI is delayed to 2027 anyway.
- dividedbyzero 2y agoLets see how that'll go when the competition starts offering really polished LLM assistants on their devices and people see their friends use them on their 400 Euro Androids and all they get on their 1700 Euro iPhone is Siri from 2011.
- walterbell 2y agoEU can mandate that Apple open up more interfaces for 3rd party LLM assistants to run locally,
- xvokcarts 2y ago> "Develop stuff the way we want, or lose sales" I think the wants (of the EU buyers) are far less homogeneous than the group of open integration activists make it look like, so there's no "we". We hear the opinions of the vocal ones and based on those voices regulation is enacted, but nothing changes for the silent majority. However, a lot of people in the EU may start caring if they can no longer buy what they want just because of the vocal few, and they may stop being silent about it when it touches them.
- FeepingCreature 2y agoEU buyer here, I am extremely hype for forced interop and think it almost justifies the existence of the EU on its own. Sure, most people don't care. That's the case for every regulation - policy is made by activists. Better than by corporations any day.
- xvokcarts 2y ago>EU buyer here, I am extremely hype for forced interop and think it almost justifies the existence of the EU on its own. That was my point. There is no "we". >That's the case for every regulation - policy is made by activists. Maybe, but when regulation made by activists starts touching the lives of people that don't care about the thing activists want, they may not like the idea of activists deciding for them. So far all the companies regulated by EU have accepted the regulation - we don't know how most people will react if suddenly something they want is not available to them because of a minority that think their expertise is above their wants.
- FeepingCreature 2y ago> Maybe, but when regulation made by activists starts touching the lives of people that don't care about the thing activists want, they may not like the idea of activists deciding for them. That's not just any regulation, that's any act of government. > we don't know how most people will react if suddenly something they want is not available to them because of a minority that think their expertise is above their wants. My best guess, tbh, is apathy. That's rather why they're not activists in the first place.
- piva00 2y agoLosing 20% of global revenue is not really an option.
- intrasight 2y agoHow would disabling certain features in certain markets hostile to their business model result in 20% revenue loss?
- disgruntledphd2 2y agoBecause less people would buy Apple devices.
- monooso 2y agoI realise this wasn't your point, but there is something deeply dystopian about referring to the EU's attempt to act in the best interests of its citizens as "hostile to [Apple's] business model."
- deleted 2y ago[deleted]
- burnerthrow008 2y agoLosing 20% of global revenue while also losing 20% of global COGS is a much better option than losing 10% of revenue and incurring an extra 10% of R&D.
- atwrk 2y agoThis is a false dichotomy: Noone is forbidding Apple doing intergration of their products. The DMA simply forbids barring competitors from the same access. Just compare how Apple cripples third party smartwatches on ios.
- simion314 2y ago>We already see it in another regulatory regime, with AI features coming much later to the EU, if at all. This is FUD from Apple fanboys, Apple delayed their shit in UK and other non EU countries. Apple was probably incapable to release those AI features at the same time in more then a few countries. And guess what, OpenAI , Anthropic and other AI companies will for sure try to replace Siri and Apple will try to avoid that and hopefully would pay fair and not cripple competitors. I am from EU and I am not missing any AI providers, maybe some alpha/beta stuff that launches first in USA before they add the features about protecting the privacy of the user or until the lawyers are done rewording the ToS on how they sell your data but word it as a good thing.
- SkiFire13 2y agoI thought the Apple regular was rejecting apps from the App store for seemingly no reason.
- WhyNotHugo 2y agoIt might hurt short term sales, but it helps paint a picture of “evil EU won’t let us sell you the latest features”. I.e.: propaganda fuel.
- dismalaf 2y agoThe "USA" brand is currently taking a pummelling in Europe, this isn't a good strategy.
- jisnsm 2y agoMaybe in progressive circles. There’s life outside too.
- dismalaf 2y agoNah it's pretty much every circle in Europe. Macron in France and the current German government are centre right. Poland is socially way to the right. Baltics, Scandinavia, Italy, all pretty right wing. Only Putinistas support what the US is doing with Trump, which is to say, almost no one in Europe.
- jisnsm 2y agoMacron is not right wing by absolutely any sane definition of the concept. Can’t say anything about the others.
- dismalaf 2y agoMacron is definitely centre-right... He's literally a former investment banker who's been trying to dismantle the welfare state, lower taxes, increase business friendliness, etc... He's also been tough on immigration lately. Not sure in what world any of this would be considered leftist policies...
- j_maffe 2y agoIf you're expecting a significant portion of EU citizens would take a stance with Apple instead of the EU, you'd be wrong.
- avdlinde 2y agoDoesn't that mean effectively losing market share to devices that do have capabilities in the eu, or that are accepting restrictions, say Android?
- IsTom 2y agoDropping their second biggest region, which makes them 25% of revenue sounds unlikely. Especially as it's just putting that money into competitors' pockets.
- twoodfin 2y agoThey don’t have to drop it entirely, they just stop enabling features there that would trigger the EU’s gatekeeper requirements. It will hurt their competitiveness and sales, but that’s a relatively small price to pay vs. giving up the product design culture they’ve honed for almost 50 years.
- ethbr1 2y ago> product design culture they’ve honed for almost 50 year That's an interesting way to phrase not supporting non-Apple interoperability.
- twoodfin 2y agoIt’s also a way to phrase, “Hey, we’ve figured out how to save 10% battery life on the Watch by rejiggering the sync protocol and can ship it in the next iOS / watchOS point release.” The flexibility and agility you have when the only engineering constraints are internal are night and day vs. having to evolve a documented external spec with interop requirements.
- disgruntledphd2 2y agoUnfortunately for Apple, they've been too successful to get away with self-preferencing anymore. As an EU citizen, I don't like everything they do, but the DMA is rocking as otherwise we'll end up with 5-10 companies basically running all technology and way less competition. It's very interesting to me that so many people claim to be in favour of competition but don't like laws like the DMA.
- milesrout 2y agoThey support plenty of non-Apple interoperability. They support HTTP and IMAP and SMTP, for example. They support SMS and phone calls. They support lots of standards, including de facto standards around things like calendars. They don't support everything, but to say they don't support interoperability is silly.
- troupo 2y agoAnd yet, for all their posturing and trying to blame EU for their own failures, Apple has no intention of doing so, complies with demand, and released all the features in the EU. Because it's a huge wealthy market.
- atwrk 2y agoI doubt it. So far, they have dropped every anti-competitive tactic that the EU has objected to. After all, in which other market are they expected to grow? China already shifts to domestic brands, and other regions lack the purchasing power.
- weberer 2y agoYeah, they already started to do that. For example, if you try to use iPhone mirroring from a Mac within the EU, you get a little pop-up saying "iPhone Mirroring is not available in your country or region." But if you travel to a non-EU country, it works fine.
- piyuv 2y agoI hope they do! I need a little bit more push to switch to Android
- yapyap 2y agoHighly doubt it, the EU is not the same as the UK. The precedent set by the USB C is in line with Apple complying.
- jsheard 2y agoAlthough, rumor is that Apple complying with the USB-C directive was just a stop-gap on the way to them removing the charging port altogether. https://www.macrumors.com/2025/03/16/slimmer-iphones-without-usb-c-ports/ https://www.macrumors.com/2025/03/16/slimmer-iphones-without...
- ChocolateGod 2y agoThat's fine, they need to support USB-C on whatever dock it needs to sit on to charge.
- walterbell 2y agoPortless is necessary for the foldable iPhone model to approach the size of a current iPhone when folded. For iPhone Pro, USB-c has uses beyond charging, e.g. SSDs for video recording, or desktop docking as macOS and iOS converge with VisionOS.
- akmarinov 2y agoLosing 20% of revenue sure sounds like a great look in front of investors. Just open it up and let people sideload - 90% won't do it anyway and it'll cause people to switch from Android, which is a lot more prevalent in Europe
- amelius 2y ago> I expect Apple will react to this by scaling down the sophistication and breadth of features they make available to EU users. You mean that Apple will fight this war over the user's back? That's one more reason to not buy Apple.
- intrasight 2y agoYou are conflating user and government.
- amelius 2y agoI expect a company to operate in the interest of the customer, no matter the rules of the government.
- intrasight 2y agoAnd that's exactly what Apple is trying to do.
- amelius 2y agoBy crippling their devices? Sorry, "abuse of power" is what that's called and all the more reason to fight it.
- niemandhier 2y agoLots of stuff is going to shift away from Mac / windows in the next years. If apple assumes they can get away with this tactic they’ll lose even more market share. Not because the alternatives are better, but just because the exceptions that were made from valid legislation will not be prolonged in face of the “New American Way”. All hinges on the future of the TDPF. https://www.euractiv.com/section/tech/news/deafening-commission-silence-with-no-credible-eu-us-data-oversight-left/ https://www.euractiv.com/section/tech/news/deafening-commiss... Lots of public servants will have to suffer through Linux desktops.
- oaiey 2y agoI also see this happening. Since a 80 year old alliance becomes unreliable, protective measures will go up. The US companies like the FAANGs profited a lot in the last 30 years by that, they will be a hit on their revenues, regulations will go up and alternatives will be funded. How successful this all will be, another question.
- gostsamo 2y agoSo europeans will stop preferring Apple and they loose market share to whoever can offer something better. Sucks to be spiteful.
- dividedbyzero 2y agoIf they do then they'll just lose market share to Android, because the Asian manufacturers will offer all these features and they're getting more polished each year. For me personally, all Apple really has going for their products these days is being very stable and dependable, I can always just get the newest Pro phone and have something that'll work well for me. They used to be attractive because they weren't Chinese but US tech is becoming an even bigger liability, and the Asian competition has a lot more on offer in terms of features though it's a lot more of a gamble if it'll be executed well and get maintained and I don't like to gamble on things like that. Most casual users already don't care, nor should they. But if Apple cripple their devices further I think a lot more of their core user base will be willing to try an Android, depending on what features they axe. If they make iPhones inconvenient in addition to somewhat lagging behind the market, all they'd have left is their brand and marketing and that's about to take a beating in the looming tariff wars. No, I think they may do a little of that for symbolics and they certainly will throw a lot of fits but ultimately they'll just comply and that will be that.
- kennysoona 2y ago> all Apple really has going for their products these days is being very stable and dependable, That's not Apple that's everyone. Computers randomly crashing hasn't been a thing for a long time.
- pjc50 2y agoApple is, or has been, an EU company for tax purposes. https://en.wikipedia.org/wiki/Apple%27s_EU_tax_dispute https://en.wikipedia.org/wiki/Apple%27s_EU_tax_dispute
- lotsofpulp 2y agoCompanies have always been a “<insert any country/state/city they do business in> company”. If you have a business, every new jurisdiction you do business in requires you to register as a business and comply with their tax/labor laws.
- zoobab 2y agoMake a subsidiary in Ireland, Apple paid 0% taxes by transforming every imposable EUR as a patent licence, imposed in Ireland. Then they bought US treasure bonds, where the yearly interests amounted to 50USD/american citizen. They stole from european and american tax payers.
- cynicalsecurity 2y agoYes, please, I'd be glad if Apple began removing their new "sophisticated" features from the phones of EU users. Especially their AI spying agent and endless non-consensual and intrusive telemetry.
- seec 2y agoThey already do that in many ways. Plenty of features are US only with no signs of Apple wanting to provide complete parity. I think it is really good if Apple becomes weaker in the EU, more space for other competitors to step in...