I don't think so. Ben's point (as I took it) was that Apple has a monopoly on iOS (because only their devices have it) and that gives them a very strong hold on users, there is too much friction in switching to Android.

But in China if people don't really care about iOS that monopoly is worthless and their normal strategy for retaining users doesn't work, which means they're competing on a completely different basis in China than anywhere else.