Apple News +. Apple Arcade. Apple TV +. Three paid platforms from Ma launched in recent months representing the company's increasingly acute focus on the segment “Services” which will soon become Cupertino's main growth engine, surpassing the iPhone.
All very well, all very well, but Apple did not count on the cunning of Beijing: as a report from Bloomberg, Apple has several of its services blocked in China, including the three mentioned in the paragraph above. This puts a question mark on the company's plans, considering that Wall City is one of Apple's largest markets and has the potential to grow further.
Only a limited group of Apple services are available in China: App Store, Apple Music, Podcasts, Apple Pay and iCloud. Other important elements of Apple's strategy, such as the iTunes Store, the Apple Card, the Apple TV app, and the Apple Books are not present in the country (other than the above three, of course).
In the case of Apple TV + and Apple Arcade specifically, the situation is even worse. Ma has launched services almost globally simultaneously (100 and 150 countries, respectively), something almost in the industry because it has the rights to all content available on the platforms and does not need to negotiate contracts or royalties with third parties.
China, however, poses a number of additional obstacles to the availability of these gaming services and audiovisual content, for example, must be individually approved by the government to have its releases approved in the country. Apple is presumably not (yet) willing to go through this sieve; Therefore, there is no forecast of arrival of services to the Wall.
This is especially worrying considering that even with recent boycott waves, Many Chinese have iPhones, so many Chinese are potential consumers of Apple's entire catalog of services, but they can't get into the ecosystem because of Beijing's blockages.
In many ways, Apple is now feeling the bar that Google and Facebook (companies that already focused on services long before Ma) have faced in China. Obviously, there is a difference: the two companies have definitely left the country, while the Cupertino giant has no plans to leave the Chinese market.
Still, if Apple wants to maintain (and expand) its expectations for its own services, it will have to come to some sort of deal with Beijing, or forget about one of its most potential markets once and for all.