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Apple Might be Considering Buying Unity After Legal Defeat to Epic Games [80.lv]

Published 2 days ago9 minute read
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80.lv
"Unity is currently relatively cheap."
Following Apple's courtroom defeat to Epic Games, as part of which the former can no longer collect fees on purchases made outside the App Store and restrict developers from directing users to external purchasing options, the tech giant has made a couple of out-of-character moves in what appears to be an attempt to offset its losses in the mobile game market caused by the ruling.
In just one week, a company that has never dabbled in video games before, preferring instead to collect its 30% cut without direct, hands-on involvement, purchased its first-ever game studio, RAC7, the two-person team behind Sneaky Sasquatch, and was reported to be planning the launch of a dedicated video game app, expected to come preinstalled on iPhone, iPad, Mac, and Apple TV later this year.
Pondering what Apple's next move might be to maintain its dominance in the market is industry analyst and self-described "Video Games Professor" Joost van Dreunen, who suggested that the company could be eyeing a potential acquisition of Unity Technologies, the company behind the Unity engine and Epic's biggest rival in the game development field.

In his latest write-up, van Dreunen predicts that Apple may eventually purchase Unity, the engine behind over 70% of mobile games, which was also fully integrated into Apple Vision Pro at launch. He argues that such a deal would allow Apple to block Unity from building its own direct-to-consumer infrastructure, eliminating a potential competitor, while also undercutting Epic by offering a fully integrated toolchain for mobile game development and monetization.
Additionally, van Dreunen notes that "payment providers like Xsolla present an additional threat to Apple in this context as they have made it part of their business model to enable game makers' direct-to-consumer initiatives," so offering content creators more options and investing in its ecosystem "would benefit both consumers and Apple."
As an added bonus, the analyst says, Unity is relatively cheap at the moment, with a market cap of about $8.9 billion, down from $56 billion at its peak during the COVID-19 pandemic – a drop in a bucket for Apple with its ~$3 trillion net worth. Even so, should the acquisition actually happen, it would be Apple's largest purchase in its history, surpassing the $3 billion acquirement of headphone maker Beats.
That said, I'd like to emphasize once again that this is not an insider report but rather a prediction made by an analyst – with even van Dreunen himself describing it as "spicy" – and as such should be seen as nothing more than a brain-scratching "What if?" scenario. At the time of writing, neither Apple nor Unity has responded to the prediction, leaving Apple's next move to maintain its position in the mobile gaming industry uncertain.
Read the full write-up on Substack and don't forget to join our 80 Level Talent platform and our new Discord server, follow us on Instagram, Twitter, LinkedIn, Telegram, TikTok, and Threads, where we share breakdowns, the latest news, awesome artworks, and more.

Helix

Mayor of Clown Town
In his latest write-up, van Dreunen predicts that Apple may eventually purchase Unity, the engine behind over 70% of mobile games, which was also fully integrated into Apple Vision Pro at launch. He argues that such a deal would allow Apple to block Unity from building its own direct-to-consumer infrastructure, eliminating a potential competitor, while also undercutting Epic by offering a fully integrated toolchain for mobile game development and monetization.

totally valid reason and not at all sus
I wish I was paid to say whatever is crossing my mind
This is just a prediction from someone's substack. No actual evidence towards it.
dammmm I really wish this is not true! :(

as someone who uses it for pc games a lot it would suck if a company like apple would own it.

Helix

Mayor of Clown Town
dammmm I really wish this is not true! :(

as someone who uses it for pc games a lot it would suck if a company like apple would own it.


it's a prediction, there is nothing in industry chatter suggesting this even remotely happening
This is just a prediction from someone's substack. No actual evidence towards it.
Yeah original title is misleading at best.
I think I might be considering to buy out Disney. Might as well say that.
dammmm I really wish this is not true! :(

as someone who uses it for pc games a lot it would suck if a company like apple would own it.

Did you not read the article or quotes as they clearly says it's speculation by one person?
I think I might be considering to buy out Disney. Might as well say that.
Sorry, already put an offer in this morning so it's off the table now. You'll just have to trust me on this.
holy misleading thread title, batman
Sorry, already put an offer in this morning so it's off the table now. You'll just have to trust me on this.
Aw shucks
On the one hand, Unity has been shooting itself in the foot multiple times last few years like those runtime license changes especially after they rejected the AppLovin offer.

On the other hand, this doesn't look like a great play for Apple and I wouldn't put much thought into this rumor or speculation.

I think I might be considering to buy out Disney. Might as well say that.

I'm pretty sure there was also some sketchy rumor about Apple doing that not too long ago lol
Is there any actual indication of this or just tales from some random analyst?

Thread title is misleading as hell

Did you not read the article or quotes as they clearly says it's speculation by one person?
yes that is also why I said wish this is not true, as in its a rumor / idea.
Not a fact.
Mods, you can close the thread if you feel like it brings to discussion. I didn't think about the title when I posted it.
source : my head made it up
Would be epic for Apple Vision developers. Bad for world
yes that is also why I said wish this is not true, as in its a rumor / idea.
Not a fact.
Fair enough. Just the phrasing 'I wish this is not true' in this context generally refers to something that has happened/is happening.
This is very likely....NOT TRUE.

The analyst is making their own Predictions. Its value is nothing more than me rambling on a corner of the forum :p

I wish I was paid to say whatever is crossing my mind
As a resetera.com WORLD EXCLUSIVE, I can reveal that I am considering buying Apple, Google, Facebook and Microsoft. I will use my extraordinarily large supply of Bison dollars, which will be worth 5 British Pounds each, once Bison finally comes through on his King Charles abduction plans.
As a resetera.com WORLD EXCLUSIVE, I can reveal that I am considering buying Apple, Google, Facebook and Microsoft. I will use my extraordinarily large supply of Bison dollars, which will be worth 5 British Pounds each, once Bison finally comes through on his King Charles abduction plans.
You (well and him) must hurry though because I'm going to kidnap M.Bison in near future.
Pfft, I bought Assassin's Creed Unity in 2014.
Not even Pachter was this misleading
Not even Pachter was this misleading
Well with Pachter rather than misleading you just invest/believe in the opposite
This random thought is not even close to a fact.

Would be very surprised if they did this and even if they tried I think it would get blocked.

When it comes to acquisitions of this magnitude it's all predictions with little actual real insight. I am sure the board at Unity would love it.
Yeah what a deadass quote, literally made up haha. Legit thought they were doing it.
Depression compulsive buying, but on a mega corporation level.
I guarantee that they are going to end up RenderWare-ing it.

Apple absolutely sucks at supporting software.

It would be a great plan they could wipe out 90 percent of future games on PC, Android and consoles.

I hope they don't because this would be one of the worst acquisitions, which would be bad for many industries. It's not like the current US gov would stop them either.

So this is like a blog post just speculating?
So this is like a blog post just speculating?
Yes, it's him predicting things based on Apple supposedly wanting to be more involved in games.
No suggestion it is happening at all, simply a case of "it would be sensible for apple".

Speculation shouldn't be down as news.
Otherwise any of us could fire up a substation, write out some wild fanboy hoping and have it served up as a thread by another user.

Fair enough. Just the phrasing 'I wish this is not true' in this context generally refers to something that has happened/is happening.
Thanks for letting me know.
Understand what you mean.
On the other hand, this doesn't look like a great play for Apple
I think the only way it works for Apple is if they have a big games push for their headset and TV puck. Waiving the engine royalty on the Apple-distributed versions if you choose to deploy on all their OSes would be a huge cost savings for mobile game devs, and the savings on a successful game would outweigh the cost of porting to those smaller platforms.

And Epic can't complain, because they're doing the exact same thing with their storefront -- games on the Unreal Engine have their engine royalties waived on copies sold through the EGS.

But yeah, this is likely just speculation.

I wish I was paid to say whatever is crossing my mind
This is a blogpost from an adjunct professor, I don't think he's getting paid.

I think Apple has been a huge net negative for games, so I hope this is completely false.
Then again, it can't be much worse than Unity's current leadership.

I don't even follow the analyst's logic here:
Additionally, van Dreunen notes that "payment providers like Xsolla present an additional threat to Apple in this context as they have made it part of their business model to enable game makers' direct-to-consumer initiatives," so offering content creators more options and investing in its ecosystem "would benefit both consumers and Apple."
Xsolla is not related to Unity, is it?
This is a blogpost from an adjunct professor, I don't think he's getting paid.
Maybe not for this post, but I think being an analyst is his main job, and "adjunct professor" is his side gig. Per his web site, he founded a game market research firm that got acquired by Nielsen and he still does analyst work.
Given that this is completely random speculation, there's really not anything to discuss.
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