Competition in the Mobile Ecosystem Browsers & Web Apps Response to NTIA
Version 1.0
"As a result of the WebKit restriction, there is no competition in browser engines on iOS
and Apple effectively dictates the features that browsers on iOS can offer (to the extent
that they are governed by the browser engine as opposed to by the UI."
“Importantly, due to the WebKit restriction, Apple makes decisions on whether to
support features not only for its own browser, but for all browsers on iOS. This not only
restricts competition (as it materially limits the potential for rival browsers to
differentiate themselves from Safari on factors such as speed and functionality) but
also limits the capability of all browsers on iOS devices, depriving iOS users of useful
innovations they might otherwise benefit from.”
They note that Apple has a multiple incentives to hold back Webkit, hindering Web Apps ability
to compete with the iOS App store (emphasis added):
"First, Apple receives significant revenue from Google by setting Google Search as the
default search engine on Safari, and therefore benefits financially from high usage of
Safari. Safari has a strong advantage on iOS over other browsers because it is
pre-installed and set as the default browser. The WebKit restriction may help to
entrench this position by limiting the scope for other browsers on iOS to differentiate
themselves from Safari (for example being less able to accelerate the speed of page
loading and not being able to display videos in formats not supported by WebKit). As a
result, it is less likely that users will choose other browsers over Safari, which in turn
secures Apple’s revenues from Google."
“Second, and as discussed in Competition in the distribution of native apps, Apple
generates revenue through its App Store, both by charging developers for access to the
App Store and by taking a commission for payments made via Apple IAP. Apple
therefore benefits from higher usage of native apps on iOS. By requiring all browsers on
iOS to use the WebKit browser engine, Apple is able to exert control over the maximum
functionality of all browsers on iOS and, as a consequence, hold up the development
and use of web apps. This limits the competitive constraint that web apps pose on
native apps, which in turn protects and benefits Apple’s App Store revenues.”
They propose banning Apple from blocking third party competitors from porting their own
browsers to iOS, complete with competing engines.
The UK CMA found Apple’s security arguments justifying its ban on competitors unconvincing
(emphasis added):
“Apple’s restrictions on competing browser engines: Apple does not permit the use of
third-party browser engines within its mobile ecosystem – all browsers are required to
use its browser engine, WebKit. We have not identified compelling evidence to date that
suggests that, for dedicated browser apps, the potential impacts on competition or
consumers from Apple’s WebKit restriction are justified on security grounds. We are
therefore seeking to assess the merits of a requirement for Apple to allow alternative
browser engines on iOS, at least for dedicated browser apps. This could be
implemented by requiring Apple to permit third-party browser engines to interoperate
with its iOS operating system, subject to those browser engines meeting conditions that
would address any risks that might arise from a greater choice of browser engines (for
example, complying with appropriate quality and security standards).”