British regulators on Thursday launched an investigation into the smartphone ecosystems of Apple and Google to assess whether they have a "strategic market position" (SMS).调查将关注这些公司在移动设备上运行的操作系统、应用商店和浏览器,以及它们对用户和为iOS和Android设备开发应用等内容和服务的企业的影响。 According to a press release from the CMA, issues investigated by the CMA include:

  • The level of competition between and within the Apple and Google mobile ecosystems. CMA将评估苹果和Google的移动生态系统之间的竞争情况,以及有哪些障碍可能阻碍其他竞争对手在苹果和Google的平台上提供竞争对手的产品和服务。

  • The market power of Apple and Google may be used for other activities.这将包括调查苹果或Google是否利用其在操作系统、应用分发或浏览器方面的地位,偏向于自己的应用和服务,而这些应用和服务通常会预装在iOS和Android设备上并置于显著位置。

  • Potentially exploitative behavior.这将包括调查苹果或Google是否要求应用程序开发者签署不公平的条款和条件,以此作为在苹果和Google的应用程序商店发布应用程序的条件,以及用户是否可能面临"选择架构",从而难以主动选择在移动设备上使用哪些应用程序。

  • 如果被认定为"战略市场地位",这些公司必须遵守的潜在行为要求可能包括:要求苹果或Google开放其他应用程序在移动设备上运行所需的关键功能,或让用户可以在苹果和Google自己的应用程序商店之外更方便地下载应用程序并为应用程序内的内容付费。

    CMA chief executive Sarah Cardell said:

    "The operating systems, apps and browsers installed on our phones and tablet devices are our gateways into the digital world - whether that's communicating with friends and loved ones, or purchasing from merchants or accessing creative content. A more competitive mobile ecosystem can foster new innovation and new opportunities across a range of services used by millions of people, whether in app stores, browsers or operating systems. Better competition can also boost growth here in the UK, with businesses able to offer new and innovative types of products and services on Apple and Google's platforms."

    This is the second SMS investigation announced in as many weeks, the first looking into Google search market share of about 90%. The CMA said at the time it would conduct a second investigation this month, and now we see it.英国证监会可对违规行为处以巨额罚款,包括高达公司全球年营业额1%的罚款,对持续违规行为还将处以额外罚款。 Individuals holding senior management positions may also face fines or disqualification as directors.

    The investigation will take no more than nine months, and the statutory deadline for both investigations is October 22, 2025. The two investigations are separate and the CMA is conducting a market investigation into the restrictions on mobile browsers and cloud gaming implemented by Apple and Google.