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Chronicles

The story behind the story

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Sources: Tencent and ByteDance are testing a new tool called CAID, developed by the China Advertising Association, to bypass Apple's IDFA ad privacy changes

ByteDance and Tencent see if they can keep tracking iPhone users with solution created by state-backed group

Financial Times

Context & Ripple Effects

Apple’s planned IDFA restrictions had already pushed the ad industry toward new targeting methods, as reflected in the industry’s scramble to adapt to the IDFA changes. CAID represents a coordinated China Advertising Association-backed response being tested by two of China’s largest internet platforms.

The test quickly became a platform-governance conflict: Apple later sent cease-and-desist notices to apps testing CAID, and the wider CAID effort ultimately lost traction after Apple blocked app updates. That sequence shows that an identifier’s technical design was not enough without App Store acceptance.

First-order effects

  • Tencent and ByteDance gain a potential common identifier for iPhone advertising, aimed at preserving user-level measurement and targeting as IDFA access changes.
  • Apple faces an immediate enforcement decision: allowing CAID would weaken the practical effect of its IDFA privacy policy for apps using the alternative identifier.

Second-order effects

  • Chinese app developers and advertisers are pulled into Apple’s policy boundary, since CAID’s value depends on whether apps can continue shipping updates through the App Store.
  • Apple’s subsequent action against CAID testing makes platform distribution a bargaining lever over ad-tech workarounds, rather than leaving the issue to advertisers and app makers alone.

Third-order effects

  • The failed CAID push points to a durable asymmetry in mobile advertising: industry-backed identifiers can coordinate demand, but the operating-system and app-store owner can still determine whether they scale.
  • Privacy-policy changes increasingly shift competition from access to a single identifier toward methods that remain compatible with platform distribution rules.

The trend: Mobile ad measurement is moving from universal device identifiers toward platform-governed alternatives, with app-store enforcement deciding which workarounds can survive.

Discussion

  • @thezedwards @thezedwards on x
    🚨⚖️Massive breaking news from @FT tonight — the China Advertising Association has been working on an IDFA side channel / work around in direct opposition to the Apple TOS & dev policies - numerous companies are collaborating on this dangerous effort. https://www.ft.com/...
  • @patrickmcgee_ Patrick McGee on x
    *@Apple Scoop* @FT Some of China's biggest companies are testing an IDFA-replacement, created by two Beijing-affiliated groups, to keep tracking iPhone users without their consent. https://www.ft.com/... https://twitter.com/...
  • @marietjeschaake Marietje Schaake on x
    Why democratic governments should decide over privacy protection instead of companies: China's tech giants test way around Apple's new privacy rules ↘️ https://giftarticle.ft.com/...
  • @jason_kint Jason Kint on x
    Oh screw this statement. Sure they can. If you're going to bend for China surveillance then you may as well fold up shop in the courage department. I know plenty of news apps who aren't available in China because they don't bend. Privacy is a human right. https://www.ft.com/... h…
  • @profcarroll David Carroll on x
    Tiktok poised to dance around Apple's new data protection features? Relying on the one tech company with a privacy-positive business model has its limitations. https://twitter.com/...
  • @eddiedu5 Eddie Du on x
    One person familiar with the situation said Apple would be able to detect which apps use the new tool and block them from its App Store in China, if it wanted to. https://www.ft.com/...
  • @karolcummins Karol Cummins on x
    China's tech giants test way around Apple's new privacy rules ByteDance and Tencent see if they can keep tracking iPhone users with solution created by state-backed group https://www.ft.com/...