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AFAIK the App Store is run by "Apple Distribution International", which is a company in Ireland. I'm not so sure if Trump can go as far as convincing the EU to take down WeChat for the entire world.
 
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I hope that's not the case in banning it worldwide. I have tons of mainland Chinese friends and that's the mode of communication with them.
 
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Trump seems to not care about how Fast Chinese people can throw away iOS as soon as basic app inside China stops working. Apple definitely will care, but then what? Without iOS devices sales in China, the worldwide customers will surely see iOS device price skyrocket from Apple to make up for lost market in China.
 
The big question that gives me pause is how a market that only represents 15% of Apple's revenues could cause a 30% drop in iPhone shipments.

Understanding that it's only a rough guess that the overall revenue figure translates to China representing about 15% of iPhone shipments, it seems a stretch to think that even if every single person in China who would have purchased an iPhone switches to Android, an equal number of people elsewhere in the world would also have to be doing the same simply because of WeChat being banned in order to get to that 30% number.

A few factors:

- China typically represents 20% of Apple's global revenue
- Most Apple subscription services are unavailable in China, so Apple sales in China generate less revenue
- iPhone X shipments to China represented 25% of Apple's total in Q4'17
- China has over 100 million 5G subscribers; iPhone 5G is expected to result in a supercycle like iPhone X
- According to the IMF, China will be the only country in the world with GDP growth; all other regions will shrink
 
It’s not just “e-commerce”, WeChat is used for commerce period... People dont use credit cards or cash in China most people are using WeChat and AliPay...
If the potential consequences are so big then just the threat of a possible ban might be having consequences now of people starting to sell their devices before it’s too late or risks being caught in an unprepared situation.
Wouldn’t the pull be on non-iOS too? Granted it’s easier to side step the stores there, but wouldn’t that affect all stores and devices that come with or can access WeChat in the US (including Google Store)?
 
I think the numer would be far greater, as WeChat is used for EVERYTHING in China.
Unrelated but was curious: After learning and hearing this about WeChat, isn’t there a possibility that it also got a free pass regarding AppStore dev reviewing process? It even sounds like it’s own operating system that does so much more than just a “chat” app.
Does it have games?
 
IIRC, Trump is banning US companies to do business with WeChat's parent company.
That should mean that whatever tax-loops Apple is using, they would need to remove WeChat from the stores all over.
Android can avoid this since they "allow" other stores than PlayStore, but WeChat would have to be removed from PlayStore.
 
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There was a vending machine selling drinks in the lobby of my hotel in China. You could only pay using WeChat or Alipay. The economic implications of this would be enormous.
 
Ha if this happens, Apple will allow jailbreaking and let third party Chinese app stores run in iOS 13.7.

if an iPhone can't have We Chat on it, then no iPhone sale, in alot of regions in Asia.

apple's iPhone sales, not only in China proper, but also in Taiwan and Hong Kong will fall almost totally if ability to continue to jailbreak is somehow curtailed, and, to be able to jail break immediately after purchasing it. no person in greater china wants a new iPhone and not have We Chat on it.

but its not just (greater) China. sales within SE Asia countries will also fall off greatly - especially to anyone who does any sort of business.

as an aside, i haven't seen a lot of un-jailbroken iPhones in China.

Japan would probably be the least affected country in Asia, followed by Vietnam.

regarding the potential for cheeto-faced trump to actually force a worldwide ban on apple's ability to offer We Chat in any of its national app stores, here is how it works:
consolidated financial reporting and interlocking ownership for tax purposes etc of most (all) of apple's subsideraries makes it a real possibility that trump could make good on his threat, posing it as a threat to national security blah blah blah.
and then neither apple nor its subsidiaries would be able to offer We Chat in any app store, worldwide.
 
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ooof I never considered this, but yeah it would be devastating if they couldn’t even keep WeChat on the Chinese store.

WeChat is more than a messaging app - it’s almost like it’s own little operating system, AppStore, everything. In fact, it’s almost like it’s own little economy with how much daily life in China depends on WeChat.
 
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If the potential consequences are so big then just the threat of a possible ban might be having consequences now of people starting to sell their devices before it’s too late or risks being caught in an unprepared situation

i think it’s even bigger than that - Apple being forced to take down WeChat by the US government would undermine every American company (and possibly every western company in general) hoping to sell their goods in China. Customers could never be certain that a rogue government won’t walk in and shut it all down, leaving them with expensive paperweights.
 
Worth noting, WeChat isn't some 'popular' platform in China. It's pretty much a compulsory app that the government uses to track people's movements/habits and monitor their conversations.

Not having it would severely inconvenience your movements/interactions in China because a lot of public infrastructure relies on it.

So... people wouldn't be dumping Apple by choice because they 'want' WeChat. Rather, their lives would become a lot more complicated.
 
I think the numer would be far greater, as WeChat is used for EVERYTHING in China.

Privacy advocates still find ways to get around without all their movements and conversations being monitored by the CCP.

It's a majorly dystopian piece of software that I would never install. However, does that mean others shouldn't be able to install it by choice? IMO part of freedom is having the freedom to make stupid mistakes...
 
Unless US put WeChat or Tencent officially on the Sanction list ( Which I am willing to bet money it wont happen ). WeChat will likely only not be available in US Market, which isn't much of a problem consider most Chinese user outside China could switch region in App Store. ( And they are already doing it )
 
Worth noting, WeChat isn't some 'popular' platform in China. It's pretty much a compulsory app that the government uses to track people's movements/habits and monitor their conversations.

Not having it would severely inconvenience your movements/interactions in China because a lot of public infrastructure relies on it.

So... people wouldn't be dumping Apple by choice because they 'want' WeChat. Rather, their lives would become a lot more complicated.

This. Thanks for the translation.
 
Top kek. WeChat is for Chinese proles to keep them in their place. The inner party (and aspiring outer party) use nothing but iMessage, iPhones, and everything else Apple. Just look at that Huawei frontman's daughter arrested in Canada everything that was seized by police was Apple not a single Chinese electronic device in sight (because they know exactly what their own products are only good for).
 
The big question that gives me pause is how a market that only represents 15% of Apple's revenues could cause a 30% drop in iPhone shipments.

Understanding that it's only a rough guess that the overall revenue figure translates to China representing about 15% of iPhone shipments, it seems a stretch to think that even if every single person in China who would have purchased an iPhone switches to Android, an equal number of people elsewhere in the world would also have to be doing the same simply because of WeChat being banned in order to get to that 30% number.
The reason is because there are millions outside of China who use and prefer it to communicate with family and friends in China.
 
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Another thought. Can’t just apple set up a separate company in China to handle the app store?

Apple has figured out how to avoid paying taxes for decades, I’m sure they’ll figure out how to avoid the ban as well.
 
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