That part about iOS is confused. The focus on activation is weirdly myopic. If Apple wants to track your identity, location, and activities and send it to the Chinese government, they are going to be able to do that with or without that specific activation mechanism. They can do this in iOS or in macOS.

The fear of the potential iOS-ification of macOS due to the use of Apple silicon in macs also has some logic holes. Apple can iOS-ify macOS with or without Apple silicon, and vice-versa. This is conflating hardware with the software it runs.