It looks like Daily Finance guessed correctly. Early on Friday, Apple and China Unicom Ltd (CHU) announced a 3-year partnership to officially bring the iPhone to China. CHU will buy the handsets from Apple on a wholesale basis and will not participate in revenue sharing. CHU is the 2nd largest carrier in China, while China Mobile is first with 498 million users. In fact, China Mobile is the largest carrier in the world and China is the largest market. CHU hopes to get a competitive boost with the iPhone.
As we noted in July, the iPhone will be sold with Wi-Fi disabled in China, in accordance with Chinese regulations (the so-called "Great Firewall of China).
If you're in China or plan to travel there, let us know if and when you begin seeing iPhones for sale.