Since this year 4 Since the software upgrade in January , Most of the iPhone Both allow users to decide which applications can track user activities , And this information is just to help Facebook And other key data for enterprises to release accurate advertising and measure advertising effect .
This is called application tracking transparency （ATT） The function of has aroused the concern of many digital advertising and mobile game companies . for example ,Facebook I think this will lead to an increase in the cost of advertising on the brand's platform , More difficult .
“ We think （ Privacy change ） It shows that Apple may want to compete in the global advertising market .” Royal Bank of Canada capital markets analyst Brad · Erickson （Brad Erickson） In a research report released late Thursday, it said . He also gave Facebook、 Amazon and Google's parent company Alphabet“ Outperform the market ” The stock rating of .
according to Refinitiv The data of , The accuracy of Eriksson's performance forecasts and investment recommendations for Internet companies is 4 star .
“ Apple can use data privacy as a cover , At the same time, invest in the search algorithm behind the scenes .” He thinks Apple may earn advertising revenue through a search engine similar to Google .
If the advertiser “ Have no choice but to , Can only be blindly launched in the absence of Apple data ”, So Google's YouTube And Amazon's Connected TV Will be a new choice , benefit from .
Evercore ISI Analysts are also there 8 Month pointed out , Apple may be coveting the advertising market , He said ：“ Suppress third-party advertising ” May make it a successful first step in the advertising market . But they also point out that ,ATT Mainly to protect user privacy , Not commercial means .
Apple 、Facebook and Alphabet None of them commented .