It's telling that Chinese consumers aren't buying cheaper, locally-produced alternatives. That demonstrates that while consumers don't have the money for a new Apple phone they're also happy keeping their old Apple and Samsung hardware rather than buying new cheaper alternative. That could be good news for Apple as it shows effective vendor lock-in, but it might also show that consumers are going to keep phones for longer and that the 18 month sales cycle is getting longer. That would have a big impact on future hardware sales.