Twitch 宣佈退出韓國市場

Twitch 宣佈 2024/02/27 (星期二) 退出韓國市場:「An Update on Twitch in Korea」。日期不知道是怎麼選的,可能跟某些合約有關?

Twitch 目前的公告會有繁體中文,也可以看這份:「Twitch 韓國現況更新」。

另外今天早上找了一下,Hacker News 也有討論了:「An update on Twitch in Korea (twitch.tv)」。

目前官方給出來的理由是虧本,而且找不到方法克服虧本的問題:

Ultimately, the cost to operate Twitch in Korea is prohibitively expensive and we have spent significant effort working to reduce these costs so that we could find a way for the Twitch business to remain in Korea.

這邊提到的包括了 p2p model 以及降到 720p,但即使如此網路費用 (應該就是頻寬費用) 是其他區域的十倍以上:

First, we experimented with a peer-to-peer model for source quality. Then, we adjusted source quality to a maximum of 720p. While we have lowered costs from these efforts, our network fees in Korea are still 10 times more expensive than in most other countries. Twitch has been operating in Korea at a significant loss, and unfortunately there is no pathway forward for our business to run more sustainably in that country.

Cloudflare 這邊,2016 年還叫做 CloudFlare 的時候也有抱怨過:「CloudFlare 對 HiNet 成本的抱怨 (還有其他 ISP...)」。

當年是這樣寫 HiNetKT,成本大約是歐美區的 15 倍:

Two Asian locations stand out as being especially expensive: Seoul and Taipei. In these markets, with powerful incumbents (Korea Telecom and HiNet), transit costs 15x as much as in Europe or North America, or 150 units.

而尤其是韓國的部分,政府介入讓降價的速度比全世界慢,所以時間拉長後成本相較於其他地區就貴很多:

South Korea is perhaps the only country in the world where bandwidth costs are going up. This may be driven by new regulations from the Ministry of Science, ICT and Future Planning, which mandate the commercial terms of domestic interconnection, based on predetermined “Tiers” of participating networks. This is contrary to the model in most parts of the world, where networks self-regulate, and often peer without settlement. The government even prescribes the rate at which prices should decrease per year (-7.5%), which is significantly slower than the annual drop in unit bandwidth costs elsewhere in the world. We are only able to peer 2% of our traffic in South Korea.

不過不確定現在的情況,2016 年的 CloudFlare 跟 2023 年的 Cloudflare 已經差了七年了...

Google 在南韓開放 app 裡面使用其他付款機制了

先前在「南韓對 Apple 與 Google 的 In-App 付款機制的提案」這邊提到南韓的法案將會強迫 AppleGoogle 開放 IAP 的通路,前幾天 Google 正式發出公告會支援其他通路了:「Enabling alternative billing systems for users in South Korea」。

不免俗的,還是會放話說一些 FUD

Alternative billing systems may not offer the same protections or payment options and features of Google Play's billing system—such as parental controls, family payment methods, subscription management, Google Play gift cards, and Play Points.

然後拖一下時間,說正在開發這些功能中:

In the coming weeks and months, we will share implementation details for developers, including instructions for submitting security and customer service verifications and a set of user experience guidelines so users can make an informed choice.

但這應該是第一個強制開放的市場?來等後續 payment gateway 給的數字...

南韓對 Apple 與 Google 的 In-App 付款機制的提案

WSJ 上看到南韓對 AppleGoogle 的 in-app 付款機制提案,強制 Apple 與 Google 讓 app 的開發者 (或是開發商) 使用第三方支付平台:「Google, Apple Hit by First Law Threatening Dominance Over App-Store Payments」。

看不到 WSJ 內文的可以看「Apple and Google must allow developers to use other payment systems, new Korean law declares」這篇,裡面有引用韓國的媒體報導 (英文版):「S. Korea looks set for legislation to curb Google, Apple's in-app billing system」。

要注意這還沒有通過,目前過委員會而已 (parliamentary committee),接下來要表決才會成為正式法律。

先前美國亞利桑那州的法案被擋下來,然後參議院提的法案也還在進行中,看起來還有很硬的仗要打:「由美國參議院提出的 Open App Markets Act」。

先繼續等後續發展,可以想見 Apple 與 Google 一定會想辦法抵制...

AWS 南韓區開第四個 AZ

AWS 南韓區開第四個 AZ 了,比想像中的快不少:「Now Open – Fourth Availability Zone in the AWS Asia Pacific (Seoul) Region」。

而且不像東京,新客戶只能看到三個 AZ:「Regions and Availability Zones」。

*New customers can access three Availability Zones in Asia Pacific (Tokyo).

雖然台灣過去的 routing 都還是沒改善...

Facebook 在南韓因為太慢被罰錢???

看到「South Korea fines Facebook $369K for slowing user internet connections」這則新聞,裡面提到 Facebook 的 reroute 行為:

The Korea Communications Commission (KCC) began investigating Facebook last May and found that the company had illegally limited user access, as reported by ABC News. Local South Korean laws prohibit internet services from rerouting users’ connections to networks in Hong Kong and US instead of local ISPs without notifying those users. In a few cases, such rerouting slowed down users’ connections by as much as 4.5 times.

沒有告知使用者就導去香港或是美國的伺服器,聽起來像是 GeoDNS 的架構,以及 Facebook 的 CDN 架構幹的事情?不過在原報導裡面,另外一個指控是:

The KCC probed claims that Facebook intentionally slowed access while it negotiated network usage fees with internet service providers.

另外南韓官方也不承認使用者條款內的告知有效的:

Facebook said it did not violate the law in part because its terms of use say it cannot guarantee its services will operate without delays or interference. KCC officials rejected that argument, saying the terms were unfair. It recommended the company amend its terms of use.

現在看起來應該是要打官司?

南韓出手調查 Google 未經同意蒐集位置資訊的問題了

在「就算關掉 Google 的定位服務也還是會蒐集位置資訊...」這邊提到的蒐集問題,南韓出手調查了:「Regulators question Google over location data」。

Regulators in South Korea summoned Google (GOOGL, Tech30) representatives this week to question them about a report that claimed the company was collecting data from Android devices even when location services were disabled.

英國也在看情況:

U.K. data protection officials are also looking into the matter.

美國與歐盟其他國家反而還沒看到消息... (不過美國有可能是以訴訟的方式進行)

Google 地圖在南韓的法規限制

Wall Street Journal 上看到 Google 地圖在南韓的法規限制上有許多被改弱的地方,所以試著改變法律規範:「Google Challenges South Korea Over Mapping Restrictions」。

舉幾張 WSJ 整理出來的圖就很明顯:

甚至比中國版的還差:(不過怎麼測的 XDDD)

CloudFront 在南韓首爾建立第三個點

Amazon CloudFront 在南韓首爾建立第三個點:「Announcing Third Edge Location in Seoul, Korea for Amazon CloudFront」。

經濟規模大到可以放第三個點了... 日本因為地理位置的關係,則是東京兩個點與大阪一個點。

AWS 南韓區啟用

如同之前在「AWS 將在 2016 年成立南韓機房」提到的,AWS 正式宣佈啟用南韓機房:「Now Open – AWS Asia Pacific (Seoul) Region」。

機房代碼 ap-northeast-2,同時在官方文件上 Regions and Endpoints 也已經更新了。

整體價錢比東京低,但跟新加坡比起來有些比較高有些比較低。

試著拿 Amazon S3 endpoint (也就是 s3-ap-northeast-2.amazonaws.com) 測 latency。當初預測 latency 有機會比較低,但目前看起來線路都還沒最佳化過,都是走日本關西的點再過去,之後不知道有沒有機會直接過去...

HiNet 是走 NTT 進 AWS 在日本關西的機房換進去:

  3.|-- snuh-3301.hinet.net        0.0%    10    0.2   0.2   0.2   0.3   0.0
  4.|-- SNUH-3202.hinet.net        0.0%    10    0.3   0.3   0.3   0.3   0.0
  5.|-- TPDT-3012.hinet.net        0.0%    10    2.3   5.5   1.4  22.0   6.3
  6.|-- r4103-s2.tp.hinet.net      0.0%    10    0.5   0.5   0.4   0.5   0.0
  7.|-- r4003-s2.tp.hinet.net      0.0%    10    0.5   9.1   0.5  44.1  18.1
  8.|-- 211-72-233-41.HINET-IP.hi  0.0%    10   41.6  41.8  41.4  44.7   0.9
  9.|-- ae-4.r23.osakjp02.jp.bb.g  0.0%    10   49.7  48.6  41.6  71.8  10.1
 10.|-- ae-1.r01.osakjp02.jp.bb.g  0.0%    10   41.9  44.3  41.9  46.4   1.3
 11.|-- ae-1.amazon.osakjp02.jp.b  0.0%    10   41.9  42.7  41.9  47.8   1.7
 12.|-- 54.239.52.142              0.0%    10   45.2  44.7  42.7  51.8   2.8
 13.|-- 54.239.52.149              0.0%    10   75.3  75.7  75.2  76.1   0.0
 14.|-- 54.239.42.55               0.0%    10   75.4  75.6  75.4  76.1   0.0
 15.|-- 54.239.122.236             0.0%    10   78.3  82.3  76.1  99.0   7.3
 16.|-- 54.239.123.121             0.0%    10   75.9  77.5  75.8  81.1   2.1
 17.|-- 54.239.122.44              0.0%    10   77.3  77.2  76.9  77.4   0.0
 18.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 19.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 20.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 21.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 22.|-- s3.ap-northeast-2.amazona 10.0%    10   77.3  77.1  76.9  77.3   0.0

台灣固網也差不多:

  3.|-- 60-199-236-110.static.tfn  0.0%    10    0.3   0.3   0.2   0.4   0.0
  4.|-- 60-199-255-3.static.tfn.n  0.0%    10    0.2   0.3   0.2   0.3   0.0
  5.|-- 60-199-21-69.static.tfn.n  0.0%    10    0.2   0.4   0.2   1.1   0.0
  6.|-- 60-199-20-222.static.tfn.  0.0%    10    0.3   1.9   0.2  16.2   5.0
  7.|-- 60-199-18-90.static.tfn.n  0.0%    10    1.9   0.7   0.4   1.9   0.5
  8.|-- 60-199-3-222.static.tfn.n  0.0%    10    0.4   0.5   0.4   0.9   0.0
  9.|-- xe-0-1-0-14.r02.taiptw01.  0.0%    10    1.5   1.5   1.4   1.5   0.0
 10.|-- ae-1.r20.taiptw01.tw.bb.g  0.0%    10    1.3   1.4   1.3   1.4   0.0
 11.|-- ae-24.r31.tokyjp05.jp.bb.  0.0%    10   31.3  32.9  31.2  36.6   2.0
 12.|-- ae-18.r00.tokyjp03.jp.bb.  0.0%    10   35.6  36.7  35.3  39.1   1.5
 13.|-- ae-0.amazon.tokyjp03.jp.b  0.0%    10   31.7  31.9  31.4  34.9   0.9
 14.|-- 27.0.0.228                 0.0%    10   32.1  32.1  31.5  35.1   0.9
 15.|-- 54.239.42.57               0.0%    10   63.2  60.5  59.6  63.3   1.3
 16.|-- 54.239.123.48              0.0%    10   76.4  70.0  65.4  76.4   3.7
 17.|-- 54.239.123.53              0.0%    10   68.9  69.7  68.8  72.3   1.2
 18.|-- 54.239.122.22              0.0%    10   69.7  70.1  69.4  72.9   1.0
 19.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 20.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 21.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 22.|-- ???                       100.0    10    0.0   0.0   0.0   0.0   0.0
 23.|-- s3.ap-northeast-2.amazona  0.0%    10   55.9  56.5  55.9  59.7   1.0

遠傳的也差不多:

  3. h129-192-72-107.seed.net.tw   0.0%    10    0.3   0.5   0.3   2.2   0.6
  4. R56-141.seed.net.tw           0.0%    10   10.1   3.1   0.4  10.1   4.1
  5. h118-192-72-155.seed.net.tw   0.0%    10    0.4  11.2   0.4 102.7  32.2
  6. xe-0-1-0-15.r02.taiptw01.tw.  0.0%    10    0.8   1.6   0.8   4.6   1.2
  7. ae-1.r20.taiptw01.tw.bb.gin.  0.0%    10    0.8   6.0   0.6  27.4  11.0
  8. ae-24.r31.tokyjp05.jp.bb.gin  0.0%    10   30.8  31.5  30.6  34.4   1.5
  9. ae-18.r00.tokyjp03.jp.bb.gin  0.0%    10   31.7  32.1  31.4  35.0   1.1
 10. ae-0.amazon.tokyjp03.jp.bb.g  0.0%    10   31.2  33.8  30.9  43.8   3.9
 11. 27.0.0.228                    0.0%    10   31.2  32.8  31.2  38.6   2.4
 12. ???                          100.0    10    0.0   0.0   0.0   0.0   0.0  
 13. 54.239.122.238                0.0%    10   57.7  64.4  55.6  98.0  12.3  
 14. 54.239.122.243                0.0%    10   55.2  55.5  55.0  58.6   1.1  
 15. 54.239.122.22                 0.0%    10   69.3  69.8  69.0  74.8   1.8 
 16. ???                          100.0    10    0.0   0.0   0.0   0.0   0.0 
 17. ???                          100.0    10    0.0   0.0   0.0   0.0   0.0
 18. ???                          100.0    10    0.0   0.0   0.0   0.0   0.0
 19. ???                          100.0    10    0.0   0.0   0.0   0.0   0.0
 20. s3.ap-northeast-2.amazonaws.  0.0%    10   59.2  60.2  59.0  62.6   1.6

畢竟亞洲的主要交換中心是在日本、香港與新加坡,這個結果不是太意外就是了...

AWS 將在 2016 年成立南韓機房

AWS 宣佈了將會在 2016 年年初建立南韓機房:「In the Works – AWS Region in South Korea!」,考慮到地理位置的話,南韓機房的 latency 有機會比日本機房還低,不過台灣對韓國的國際頻寬可能不太夠,應該還是得用日本當主力...

這樣 2016 年預定會加開印度、俄亥俄州以及韓國三個區域了。不知道還有沒有能量開其他地區...