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Chronicles

The story behind the story

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Apple plans to “notarize” iOS apps distributed via third-party app stores; apps will need to meet basic platform requirements, like getting scanned for malware

But Only For EU Users Lawrence Matheson / The Mirror : Apple unveils sweeping plan to allow rival app stores on iPhones in EU Mark Anthony Ramirez / Laptop Mag : Apple launches an alternative marketplace app to get the EU off its neck Times of Malta : Apple forced to allow App Store alternatives in the EU Jade Bryan / nextpit : iOS 17.4 to Allow Sideloading in EU—Here's How It Affects You Financial Times : EU digital rules will worsen iPhone user experience, claims Apple App Store boss Zac Hall / 9to5Mac : Apple won't offer its App Store updates “outside of the EU because this is not the safest system for our users” and highlights “new threats the DMA introduces” Mariella Moon / Engadget : Spotify will launch its own in-app payment system for iOS users in the EU Threads: Benedict Evans / @benedictevans : Apple will notarise all apps that go through third-party apps stores, including manual review.  If you run an apps store - it has to be ‘mainly’ an App Store (no downloads form inside Spotify or Instagram), and you have to pay Apple €0.5 for each download past your first million as a ‘core technology fee’ https://developer.apple.com/ ...

The Verge

Context & Ripple Effects

Apple’s EU App Store split had been anticipated as the DMA deadline approached, following reports that iOS would permit third-party marketplaces. The company has now paired that opening with a review process for apps obtained outside its store, rather than removing its role in distribution oversight.

The policy arrives alongside alternative marketplace support with a per-install Core Technology Fee and a separate reduced EU commission structure. Notarization is the operational boundary between allowing new storefronts and retaining baseline control over what reaches iPhones.

First-order effects

  • Third-party-store apps for EU users must pass Apple notarization, including malware scanning and manual review, before distribution; marketplace operators must build that approval step into their release process.
  • Apple opens iOS to rival marketplaces in the EU while preserving a direct enforcement point for platform requirements. Apps cannot use the new channel simply as unrestricted in-app download distribution unless the distributor mainly operates as an app store.

Second-order effects

  • Alternative marketplace operators and developers face Apple-controlled review timing and compliance requirements even when they avoid App Store distribution, limiting how independent those channels are in practice.
  • The combined review requirement and Core Technology Fee make the economics of alternative distribution depend on both compliance operations and install volume, not solely on Apple’s headline commission rate.

Third-order effects

  • The EU model could establish a regulated form of app-store competition in which platform choice expands but the incumbent keeps security and policy control at the device-access layer.
  • Whether this becomes meaningful distribution competition depends on whether third-party stores can attract developers and users despite Apple’s review, operational, and fee constraints; the policy does not by itself resolve that question.

The trend: DMA-driven platform opening is shifting mobile app distribution from a single-store model toward controlled interoperability, with gatekeepers retaining governance at the access layer.

Discussion

  • @benedictevans Benedict Evans on threads
    Apple will notarise all apps that go through third-party apps stores, including manual review.  If you run an apps store - it has to be ‘mainly’ an App Store (no downloads form inside Spotify or Instagram), and you have to pay Apple €0.5 for each download past your first million …