Games on smartphones are Nintendo's new plan for audience expansion, with a network driven platform (accessible to varying degrees across smartphones, PC, portable and home consoles) being their plan for audience retention.
EA/Ubisoft's presence on this platform will most likely depend on what hardware configuration Nintendo come up with for the home/portable units (or unit if it's a combined system, which I personally doubt). I expect Nintendo will use relatively powerful mobile architecture in their home console, meaning EA will skip the device. Ubisoft, who are a bit more experimental and varied in their output, might support the NX. At the very least, I think Ubisoft will make a play for some marketshare on NX. EA seem more content to restrict their support to Microsoft/Sony so they can aim for #1 publisher in that market; they'll only ever be #2 at best on a Nintendo platform and I don't think they can be bothered competing there, especially if Nintendo's future hardware doesn't align with EA's plans.
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