I'm not sure what to make of a report like this. My monthly subscription fee costs me around $1K a year, or $2K over the lifetime of the plan. The phone is $600, or $200 subsidized.
So, given that the majority of the cost of owning a smartphone is in the data plan, I'm not sure how much the cost of the phone is going to change overall appetite.
Are the plans cheaper in China, such that the phone truly is the overriding financial burden?