Anybody know if data is available to break down his conclusion by country? I think this would be important in proving his point - in USA, as he says, iPhones ar

Anybody know if data is available to break down his conclusion by country? I think this would be important in proving his point - in USA, as he says, iPhones are sold by carriers in order to sell their premium plans. However, in Europe and countries such as China, most iPhones are sold unlocked and separate from carrier plans. If the trends across both types of countries differ, then his conclusion should be correct. If the ASP trends are the same even without carrier participation in the sale, then his conclusion doesn't hold up.