Jun 16, 2020 13:40:00

It turns out that Apple's App Store forms an ecosystem with an economic scale of about 56 trillion yen, what is the breakdown?

Apple announced the results of a survey by the consulting company

Analysis Group on June 15, 2020, and the economic scale of the App Store-based ecosystem reached $ 511 billion (about 55.7 trillion yen) in 2019 I made it clear.

How Large Is the Apple App Store Ecosystem? A Global Perspective for 2019
(PDF file) https://www.apple.com/newsroom/pdfs/app-store-study-2019.pdf

Apple Promotes Economic Activity of Over $500 Billion in 2019 Through App Store Economies-Apple (Japan)
https://www.apple.com/jp/newsroom/2020/06/apples-app-store-ecosystem-facilitated-over-half-a-trillion-dollars-in-commerce-in-2019/

The economic size of the App Store ecosystem is calculated as the total sales of goods and services offered through the apps distributed on the App Store. In other words, it shows the economic scale of the ecosystem centered on the App Store. In addition, it was announced in January 2020 that App Store sales were 38.75 billion dollars (about 4.17 trillion yen).

The breakdown of 511 billion dollars is that 'physical goods and services through apps' account for 80% of the total of 413.1 billion dollars (44.3 trillion yen) and 'digital goods and services' account for 12% of the total of 61 billion dollars. (Approximately 6,540 billion yen), 'In-app advertising' is $ 45 billion (4,830 billion yen), which is 9% of the total.

Below is a table summarizing the breakdown of 'physical goods or services' sold on the App Store ecosystem. The top three sales are 268 billion dollars (general retail) of about 268 billion yen, 57 billion dollars of travel (61.2 trillion yen), and 40 billion dollars of vehicle dispatch service (about 4 trillion yen). It was 300 billion yen). In addition, of the $45 billion in-app advertising revenue, $20 billion (approx. 2,150 billion yen) came from game apps.

And the table below shows the breakdown of sales by region. The largest sales are in China with 246 billion dollars (about 26.4 trillion yen), followed by the United States with 138 billion dollars (about 14.8 trillion yen), and Europe with 51 billion dollars (about 547 billion yen). And Japan is the third largest in the world with a scale of 37 billion dollars (about 3,970 billion yen). Looking at the detailed breakdown, it can be seen that most of the sales in China are due to 'physical goods and services,' and

m-commerce, which is electronic commerce using mobile phones and the like, is widespread. On the other hand, in-app advertising sales in the US were $11 billion (about 1,180 billion yen), and it can be said that the in-app advertising market is growing compared to China. In Japan, the sales of “billing and sales of digital goods and services” is about 30% of the total, which is considerably higher than the global average of 12%.

In response to the results of this survey and the global epidemic of the new coronavirus infection (COVID-19), Apple said, ``Social applications represented by SNS help to keep interaction with friends and family and improve education and business. Applications aimed at collaborative work in the field have helped students and working adults get used to the remote work environment, while applications that require delivery of groceries and daily necessities have become more popular and popular with users. The popularity of business-related applications that are difficult to operate due to self-discipline and applications that require face-to-face interaction is rapidly dwindling.”

In addition, Apple said, 'Apple receives fees only from invoices related to digital goods and services, so more than 85% of the total $519.0 billion occurs only for third-party developers and companies of all sizes.' appeal. ``Apple is being investigated by regulators for suspecting pressure on third-party App Stores,' ' Bloomberg , a foreign media outlet , pointed out. May be trying to dispel fears that the company is violating the Antimonopoly Act .'

Tim Cook, CEO of Apple, said, 'During these times of turmoil and insecurity, the App Store will enable people to quickly adapt to the changing world of entrepreneurship, a healthy and happy life, education and job creation. From the sole proprietorship of developers in many countries to large enterprises with thousands of employees, the community around the global App Store is innovating. We are facilitating, creating jobs and driving future economic growth, and we will continue to work hard to support it.'