It seems to be the common consensus across the internet that they are talking about the 3G iPhone. Many of these markets already have iPhones being sold in them, so it is very likely that yes that is what they are talking about.
Orange is the brand used by France Télécom for its mobile network operator and Internet service provider subsidiaries. It was formed in April 1990.
Apple announced on October 16, 2007 that Orange Mobile would be the exclusive carrier for the iPhone in France.