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Apple and Tencent Strike 15% Revenue-Sharing Deal on WeChat Mini Games

by Team Lumida
November 13, 2025
in Markets
Reading Time: 5 mins read
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Why Apple’s AI Approach May Save Its Reputation
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Key Takeaways

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  • Apple and Tencent reached a landmark deal: Apple will process WeChat mini-game and mini-app payments and take a 15% commission.
  • The agreement ends a year-long negotiation and closes payment loopholes that previously bypassed Apple’s App Store fees.
  • Apple gains a new revenue stream in China’s massive mini-game ecosystem, which generated 32.3B yuan ($4.5B) for Tencent last quarter.

A Major Shift in Apple’s China Strategy

Apple and Tencent have agreed to a partnership that allows the iPhone maker to handle payments inside WeChat mini games and mini apps—taking a 15% cut, half of its standard 30% fee. The arrangement finally resolves a long-running dispute over developers routing users to outside payment systems to dodge Apple’s commission rules.

The deal, under negotiation for more than a year, brings Apple into one of the fastest-growing digital entertainment markets in China, while giving Tencent regulatory breathing room and monetization consistency across iOS.

Why This Matters for Tencent and Apple

Tencent’s WeChat mini game ecosystem is enormous. Used by 1.41 billion people monthly, WeChat drives game and app purchases that contributed 32.3 billion yuan ($4.5 billion) to Tencent’s social network revenue in the recent September quarter. Previously, Apple captured none of this activity.

Bringing Apple in at a 15% fee:

  • Creates a new revenue stream for Apple in China
  • Reduces risk for Tencent, which faced pressure to close App Store compliance loopholes
  • Establishes a hybrid fee model that could influence future negotiations with global developers

Developers Must Meet Apple Requirements

Participants will need to adopt Apple’s required software controls, including tools for parental age-range sharing and other App Store standards. This ensures that even though payments are routed via WeChat, the transactions pass through Apple-approved frameworks.

A Broader Pattern: Apple Softens on the 30% Rule

The agreement follows Apple’s recent global adjustments:

  • Reduced fees in multiple regions
  • Subscription exemptions
  • Support for alternative payment systems in select jurisdictions

Apple’s long-standing universal 30% fee has faced regulatory scrutiny worldwide, and China has been preparing potential investigations into Apple’s App Store practices.

This Tencent deal signals Apple’s willingness to customize its monetization model for strategic partners and major markets, especially where compliance or market share is at stake.

What This Means Going Forward

The partnership is a win-win: Tencent secures compliance and preserves its mini-game ecosystem, while Apple taps into a massive revenue pool it previously couldn’t access. More importantly, the 15% model may become a template for future deals between Apple and major Chinese software platforms.

The agreement marks a milestone in normalizing relations between Apple and China’s most powerful social networking company—and may reshape how digital commerce works on iPhones in the world’s largest mobile market.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
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