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…