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Brazil's antitrust regulator says Apple must allow app developers to link to external payment methods and to offer non-Apple in-app payment processing options

Brazilian antitrust regulator Cade said on Monday that Apple must lift restrictions on payment methods for in-app purchases …

Reuters

Context & Ripple Effects

CADE's payment order follows the 2023 probe triggered by MercadoLibre's complaint over Apple's App Store conduct. It turns a competition case into a concrete challenge to the terms under which developers reach iOS users in Brazil.

The dispute did not end with this payment remedy: related coverage records a later court fight over sideloading and, ultimately, a settlement covering alternative app stores and link-outs. That makes the order an early step in a broader effort to unbundle Apple's control over iOS distribution and commerce.

First-order effects

  • Apple must revise Brazilian App Store rules to permit external payment links and non-Apple in-app payment processing options.
  • Developers serving Brazil gain alternatives to Apple's payment flow, potentially changing how they present checkout and manage customer transactions.

Second-order effects

  • Payment processors and developer billing providers gain a clearer route to compete for transactions that would otherwise remain inside Apple's system.
  • Apple's commercial response becomes consequential: any compliance design, fees, or user-flow constraints will determine how usable the newly permitted alternatives are for developers.

Third-order effects

  • If enforcement holds, Brazil shifts App Store oversight from a narrow question of app rules toward scrutiny of the platform's combined control of distribution and payments.
  • The later opening of alternative iOS marketplaces in Brazil suggests a broader structural direction: remedies may increasingly target multiple layers of gatekeeper control rather than payment links alone.

The trend: Brazil is part of a wider regulatory push to reduce mobile-platform gatekeepers' control over both app distribution and the transactions conducted inside apps.