Apple and Google Face UK Investigation into Mobile Browser Dominance

The logo of Google LLC is shown at an entrance to one of their buildings in San Diego, California, US, October 9, 2024. REUTERS/Mike Blake
The logo of Google LLC is shown at an entrance to one of their buildings in San Diego, California, US, October 9, 2024. REUTERS/Mike Blake
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Apple and Google Face UK Investigation into Mobile Browser Dominance

The logo of Google LLC is shown at an entrance to one of their buildings in San Diego, California, US, October 9, 2024. REUTERS/Mike Blake
The logo of Google LLC is shown at an entrance to one of their buildings in San Diego, California, US, October 9, 2024. REUTERS/Mike Blake

Apple and Google aren't giving consumers a genuine choice of mobile web browsers, a British watchdog said Friday in a report that recommends they face an investigation under new UK digital rules taking effect next year.

The Competition and Markets Authority took aim at Apple, saying the iPhone maker's tactics hold back innovation by stopping rivals from giving users new features like faster webpage loading. Apple does this by restricting progressive web apps, which don't need to be downloaded from an app store and aren't subject to app store commissions, the report said, The AP reported.

“This technology is not able to fully take off on iOS devices,” the watchdog said in a provisional report on its investigation into mobile browsers that it opened after an initial study concluded that Apple and Google effectively have a chokehold on “mobile ecosystems.”

The CMA's report also found that Apple and Google manipulate the choices given to mobile phone users to make their own browsers “the clearest or easiest option.”

And it said that the a revenue-sharing deal between the two US Big Tech companies “significantly reduces their financial incentives” to compete in mobile browsers on Apple's iOS operating system for iPhones.

Both companies said they will “engage constructively” with the CMA.

Apple said it disagreed with the findings and said it was concerned that the recommendations would undermine user privacy and security.

Google said the openness of its Android mobile operating system “has helped to expand choice, reduce prices and democratize access to smartphones and apps" and that it's “committed to open platforms that empower consumers.”

It's the latest move by regulators on both sides of the Atlantic to crack down on the dominance of Big Tech companies. US federal prosecutors this week unveiled their proposals to force Google to sell off its Chrome browser as they target its monopoly in online search.

The CMA's final report is due by March. The watchdog indicated it would recommend using the UK's new digital competition rulebook set to take effect next year, which includes new powers to rein in tech companies, to prioritize further investigation into Apple’s and Google’s “activities in mobile ecosystems."



US May Target Samsung, Hynix, TSMC Operations in China

A man walks past the logo of Samsung Electronics displayed outside the company's Seocho building in Seoul on April 30, 2025. (Photo by Jung Yeon-je / AFP)
A man walks past the logo of Samsung Electronics displayed outside the company's Seocho building in Seoul on April 30, 2025. (Photo by Jung Yeon-je / AFP)
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US May Target Samsung, Hynix, TSMC Operations in China

A man walks past the logo of Samsung Electronics displayed outside the company's Seocho building in Seoul on April 30, 2025. (Photo by Jung Yeon-je / AFP)
A man walks past the logo of Samsung Electronics displayed outside the company's Seocho building in Seoul on April 30, 2025. (Photo by Jung Yeon-je / AFP)

The US Department of Commerce is considering revoking authorizations granted in recent years to global chipmakers Samsung, SK Hynix and TSMC, making it more difficult for them to receive US goods and technology at their plants in China, according to people familiar with the matter.

The chances of the United States withdrawing the authorizations are unclear. But with such a move, it would be harder for foreign chipmakers to operate in China, where they produce semiconductors used in a wide range of industries, Reuters said.

A White House official said the United States was "just laying the groundwork" in case the truce reached between the two countries fell apart. But the official expressed confidence that the trade agreement would go forward and that rare earths would flow from China, as agreed.

"There is currently no intention of deploying this tactic," the official said. "It's another tool we want in our toolbox in case either this agreement falls through or any other catalyst throws a wrench in bilateral relations."

Shares of US chip equipment makers that supply plants in China fell when the Wall Street Journal first reported the news earlier on Friday. KLA Corp dropped 2.4%, Lam Research fell 1.9% and Applied Materials sank 2%. Shares of Micron, a major competitor to Samsung and SK Hynix in the memory chip sector, rose 1.5%.

A TSMC spokesman declined comment. Samsung and Hynix did not immediately respond to requests for comment. Lam Research, KLA and Applied Materials did not immediately respond, either.

In October 2022, after the United States placed sweeping restrictions on US chipmaking equipment to China, it gave foreign manufacturers like Samsung and Hynix letters authorizing them to receive goods.

In 2023 and 2024, the companies received what is known as Validated End User status in order to continue the trade.

A company with VEU status is able to receive designated goods from a US company without the supplier obtaining multiple export licenses to ship to them. VEU status enables entities to receive US-controlled products and technologies "more easily, quickly and reliably," as the Commerce Department website puts it.

The VEU authorizations come with conditions, a person familiar with the matter said, including prohibitions on certain equipment and reporting requirements.

“Chipmakers will still be able to operate in China," a Commerce Department spokesperson said in a statement when asked about the possible revocations. "The new enforcement mechanisms on chips mirror licensing requirements that apply to other semiconductor companies that export to China and ensure the United States has an equal and reciprocal process.”

Industry sources said that if it became more difficult for US semiconductor equipment companies to ship to foreign multinationals, it would only help domestic Chinese competitors.

"It’s a gift," one said.